FsBuilds: Improve the accuracy of your opportunities by integrating with CRM Tools via Zapier (Video) (Video)

Builds is a collection of programs designed by developers that offer steps-by-step directions, code snippets, and suggestions on what to do for an exact build. The goal of this series is not just to assist you build with , but give you new concepts of ways to utilize's system for your benefit. We are always there for you. Our sales engineers will be available to help with any assistance.

Add Opportunities to Salesforce (or other CRMs) to allow Self-Serve transactions for

It is a job that must be completed. sales staff must transfer self-service transactions to your CRM to ensure they have access to the purchase of their customers as part of their upgrade or upsell strategies for self-serve customers.

In our next build in this series, we'll be featuring the work of Fred Linfjard, showing how to integrate self-serve transaction from your site with Salesforce within minutes. This build provides an example of how Zapier could be utilized to collect information using webhooks to transmit the data to a third party service that Zapier may be integrated with.

For the second part of this series, Fred describes how you can use the trigger created in Zapier to record webhooks to create records inside Salesforce. The creation of records in Salesforce using 's webhooks allows teams to assign sign-ups as well as self-serve transactions to potential opportunities. This gives teams one record for all company sales. The team can then use the records to aid in marketing upsells, upgrade, as well as customer upgrades.

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