FsBuilds: Enhance Opportunity Accuracy by Integrating the CRM tools through Zapier (Video) (Video)

Builds is a collection of developers-built programs that provide step-by-step instructions of code, code snippets and suggestions on how to go about an individual build. The aim of this series is not to only assist to build, but also inspire you with new ideas about how you can leverage 's systems to best help your business. We will always be there to help you. and sales engineering experts can be reached in case you require help.

 Add Opportunities in Salesforce (or other CRMs) for Self Serve Transactions on

Task to be completed: Your sales team wants to transfer self-service sales to your CRM, so that they are able to see the purchases of customers to inform their upsell and upgrade plan for self-serve customers.

For our second example build in this series, we're featuring the work of Fred Linfjard showing how you are able to integrate self-serve transaction on your site with Salesforce in just a few minutes. This build also shows you an illustration of how Zapier could be utilized to collect data using webhooks. You can then transmit the data to a different service Zapier is able to connect to.

The second portion of the build Fred shows you how to utilize the Zapier trigger to catch webhooks and create records in Salesforce. The creation of records within salesforce using  webhooks lets teams attribute sign ups and self-serve transactions to an opportunity. The result is a single record for all business sales and the team can then use those records to better market upsells, upgrades, and upgrades to clients.