FsBuilds: Enhance Opportunity Accuracy by Integrating With CRM Tools via Zapier (Video) (Video)

Builds is a collection of developers-built programs that provide step-by-step instructions, code snippets, and suggestions on how to go about a specific build. The goal of this series is not to only assist you build with , but give you new concepts of ways to utilize's system to assist your company. We will always be there to help you. and sales engineering specialists are on hand to assist you in case you require help.

 Add Opportunities to Salesforce (or other CRMs) to facilitate Self-Serve Transactions on

The job to complete The sales team needs to push self-serve transactions from your CRM to ensure they are able to see the purchases of customers for their upsell and upgrade strategy with self-serve customers.

In our next build in this series, we're featuring a build by Fred Linfjard showing how you are able to integrate self-serve transaction from your website with Salesforce in minutes. This build provides an example of the way Zapier can be used to collect data using webhooks so you can then pass information on to another service Zapier could integrate with.

For the second part of this build, Fred shows how to use the trigger created in Zapier to capture webhooks and then create records within Salesforce. Making records in Salesforce using 's webhooks allows teams to attribute sign ups and self-serve transactions to opportunities. It gives the team a single record for all business sales and the team can then use the records to help market upsells, upgrades, as well as upgrades for customers.