FsBuilds: Improve the accuracy of your opportunities by integrating with CRM Tools through Zapier (Video) (Video)

Builds is a collection of applications created by software developers which provide step-by-step instructions along with code snippets as well as recommendations on what you can do to create a flawless build. This series's goal isn't just to help you build with , but provide you with new ideas of ways to utilize's system for your benefit. We will always be there to assist you. Sales engineers from our company are always available with any assistance.

Include Opportunities into Salesforce (or different CRMs) to enable self-serve transactions to

It's a task which must be accomplished. Sales personnel must move self-service transactions onto your CRM to ensure they can access the purchases of their customers as part of the upgrade or upsell strategy to self-serve customers.

In our next build in the series we'll be featuring Frederick Linfjard's work, explaining how you can integrate self-service transactions from your website with Salesforce in a matter of minutes. This build provides an illustration of how Zapier can be used to gather information via webhooks for transmitting the information to a third party service which Zapier may be integrated with.

The second installment of this series, Fred discusses how you can use the trigger created in Zapier to capture webhooks in order for creating records in Salesforce. Record creation within Salesforce using 's webhooks allows teams to assign signing-ups, as well as self-service transactions to potential opportunities. It gives the teams a single record of all sales made by the company. Teams can then utilize the records to aid in marketing upsells, upgrade, as well as customer upgrades.

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