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

builds is a compilation of builders-made projects that show step-bystep steps of code, code snippets and suggestions on how to go about a specific build. The aim of this series is to not only help the build process , but provide you with fresh ideas of how you can uniquely make use of's tools to assist your company. Our support and sales engineers can be reached should you require assistance.

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

Task to be completed Sales team members want to push self-serve transactions from to your CRM, so that they are able to see the purchases of customers in order to help them determine their upsell or upgrade plan for self-serve customers.

In our next of this build, we'll be featuring a design by Fred Linfjard showing how you are able to integrate self-serve transaction on your site with Salesforce in just a few minutes. This build provides an example of the way Zapier is able to collect data using webhooks. You can then pass information on to another service Zapier could connect to.

In the final part of the build Fred shows how to use Zapier's trigger to catch webhooks and create records in Salesforce. Creating records in salesforce with 's webhooks allows teams to assign sign-ups and self-service transactions to opportunities. The result is one record for all business sales and the team can then use the records to help market upsells, upgrades, and upgrades to customers.