fsBuilds: Increase Opportunities Accuracy through Integration With the CRM Toolkit via Zapier (Video) ---

builds is a series featuring built by developers that give step-bystep instructions, code snippets, and tips on how you can take on the building you are working with. The goal of this series is not just to help the build process , but provide you with new ideas of ways to utilize's system for your benefit. Sales engineering and support specialists can be reached should you need assistance.

Adding Opportunities in Salesforce (or other CRMs) to allow Self-Serve transactions on

It is a task to be completed The sales team needs to integrate self-service sales in your CRM so they can look at the purchases of customers to help them determine their strategy for upgrading or upselling customers who use self-service.

The next build we'll be releasing in this series, we're highlighting Frederick Linfjard's work showing how integrate self-serve transactions through your site to Salesforce within a matter of minutes. This build provides the way Zapier can be used to collect data using webhooks. allowing you to transfer data to another platform Zapier could be integrated with.

The second portion of this design Fred shows how to use Zapier's trigger to catch webhooks, and then create records in Salesforce. The creation of records within salesforce using webhooks allows teams to assign sign-ups and self-service transactions for an opportunity. It is the result of one database for all business sales, and teams can use these records for advertising the benefits of upsells, upgrades and add-ons to clients.

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