FsBuilds: Enhance Opportunities Accuracy through Integration the CRM tools via Zapier (Video) (Video)

Builds is a collection of builder-created projects which show how-to steps for building, code snippets and suggestions for how to approach an exact build. The aim of this series is to not only help the build process , but offer fresh thoughts about how you can utilize the tools available to assist your company. Our support and sales engineers are readily available in case need help.

Create Opportunities in Salesforce (or other CRMs) for self-serve transactions on

To be done Task Members of the sales team want to move self-service purchases into your CRM to allow them to view the purchase history of customers in order to help them determine their upsell or upgrade plan for self-serve customers.

In the next build, we'll show the design of Fred Linfjard showing how you are able to integrate self-serve payment on your site to Salesforce within a couple of minutes. This build provides an example of how Zapier can be capable of collecting data via webhooks. It is then possible to pass data onto a different service Zapier could join with.

In the last part of the build Fred shows how to use Zapier's trigger feature to capture webhooks and make records within Salesforce. The creation of records within Salesforce with  webhooks allows teams to assign sign-ups and self-service transactions to opportunities. The result is one record of business sales and teams can make use of the data to promote upgrades, upsells, as well as upgrades to customers.

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