fsBuilds: Improve the accuracy of your opportunities by integrating With CRM Tools via Zapier (Video) --
builds is a compilation of developer-built projects showing step-by-step examples, code snippets, and tips on how you can approach an individual build. The goal of this series is to not only help you build with , but inspire you with new ideas of ways to make use of's tools to help your business. As always, our support and sales engineering specialists are available to help if you need assistance.
Add Opportunities to Salesforce (or other CRMs) for self-serve transactions on
The job to complete The sales team needs to push self-serve transactions from into your CRM so they can see customer purchases in order to help them determine their upsell or upgrade strategies for customers who self-serve.
For our second example of this build, we're featuring a build by Fred Linfjard showing how you are able to integrate self-serve transaction through your website to 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 be integrated with.
In the final part of the build Fred shows you how to utilize the Zapier trigger to detect webhooks, and generate records in Salesforce. The creation of records within salesforce using webhooks lets teams attribute sign ups and self-serve transactions to an opportunity. This gives teams a single record for all sales within the company and they can use these records to advertise upsells, add-ons and upgrade offers to customers.