WPForms integration with Berg System
How to Create sale opportunities in Berg System from new WPForms responses
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create sale opportunities in Berg System from new WPForms responses" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Berg System integrations
Berg System actions
Nekton can use any feature that is available in Berg System API.
Using our advanced AI, you can easily create custom automations for Berg System.
Here are some typical actions you can do in your automated workflows.
Create Sale Opportuniety
Creates a Sale Opportunity for given customer
Create Customer
Create the customer in the system
Collect Created Customer
Triggers when there's a new contact.
Get Selling Process Steps
Triggers when there's a new selling process for new contact.
Get Selling Process
Triggers when there's a new contact.
About Berg System
Berg System is a CRM tool dedicated to sales teams in the financial, insurance, investment and photovoltaic industries.