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

builds is a compilation of developer-built projects showing step-by-step examples including code samples, as well as suggestions on how to go about an individual build. The aim of this series is not just to help to build, but also inspire you with new ideas of how you can uniquely make use of's tools to serve your company. We will always be there to help you. and sales engineers can be reached if you need assistance.

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

Task to be completed The sales team needs to push self-serve transactions from your CRM to ensure they are able to see the purchases of customers for their upsell and upgrade strategies for customers who self-serve.

For our second example build in this series, we're featuring a build by Fred Linfjard showing how you are able to integrate self-serve transaction from your website with Salesforce within a matter of minutes. This build provides an illustration of how Zapier could be utilized to capture data through 's webhooks. You can then pass information on to another service Zapier can connect to.

The second portion of the build Fred shows you how to utilize Zapier's trigger to capture webhooks and then create records in Salesforce. The creation of records within salesforce using 's webhooks allows teams to associate sign-ups as well as self-serve transactions to opportunities. This gives teams one record for all transactions within their company. the team can then use the records to help advertise upsells, add-ons as well as upgrades for clients.