fsBuilds: Improve Opportunities Accuracy through Integration with CRM Tools through Zapier (Video) -

builds is a series featuring developers-built programs that provide step-by-step instructions of code, code snippets and tips on how you can approach a specific build. The goal of this series is not just to help the build process , but inspire you with new ideas about how you can utilize's system to assist your company. Our support and sales engineering experts are available to help if you need assistance.

 The ability to add opportunities to Salesforce (or other CRMs) for Self Serve Transactions on

Task to be completed Sales team members want to push self-serve transactions from your CRM to ensure they will be able to view customer purchase to inform their upsell and upgrade strategy with self-serve customers.

For our second example built in this series we'll be featuring a design by Fred Linfjard showing how you can integrate self-service transactions from your website with Salesforce in minutes. This build also shows you an illustration of the way Zapier could be utilized to collect data using webhooks so you can then pass information on to another service Zapier is able to connect to.

For the second part of this build, Fred shows you how to utilize the Zapier trigger to capture webhooks and then create records in Salesforce. Making records in Salesforce using  webhooks lets teams attribute sign ups and self-serve transactions to opportunities. This gives teams an all-inclusive record of sales within the company and the team can then use these records to market upsells, upgrades, and upgrades to customers.