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

builds is a compilation of programs designed by developers that offer steps-by-step directions, code fragments as well as tips for how you can approach your own build. The goal of this series is not to only assist in the building process, but also give you new ideas of ways to utilize's technology to benefit your business. Sales engineering and support specialists are on hand should you require assistance.

In Salesforce, you can add opportunities (or other CRMs) for self-serve transactions on

The job to complete: Your sales team wants to move self-serve transactions to your CRM system, to allow them to see customer purchases for their upsell and upgrade strategy with self-serve customers.

For our 2nd release, we're featuring an build created by Fred Linfjard showing how you can easily integrate self-service transaction on your website with Salesforce within a matter of minutes. This build also gives how to method that Zapier uses to collect data using webhooks. Then, you can transfer the information to a third party service Zapier can join with.

The second portion of the building Fred shows you how to utilize this Zapier trigger to collect webhooks, and later create records in Salesforce. Making records within Salesforce using webhooks enables teams to attribute sign ups and self-serve transactions to the opportunities. It creates one record for all transactions within the company. the team can then utilize the information to in promoting add-ons, upsells and even upgrades for clients.

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