Berg System and Salesflare
How to connect Berg System
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When collect Created Customer in Berg System, find or create account, then find or create contact, then add contact to account in Salesflare.
About Berg System
Berg System is a CRM tool dedicated to sales teams in the financial, insurance, investment and photovoltaic industries.
Berg System operations on Zapier
Triggers (3)
Start a workflow when this happens
- Collect Created Customer — Triggers when there's a new contact.
- Get Selling Process — Triggers when there's a new contact.
- Get Selling Process Steps — Triggers when there's a new selling process for new contact.
Actions (3)
Things Salesflare can make it do
- Create Customer — Create the customer in the system
- Create Sale Opportuniety — Creates a Sale Opportunity for given customer
- Find or Create Customer — Find Customer by Email
Searches (1)
Look up existing records
- Find Customer by Email — Find Customer by Email
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