fsBuilds: Increase Opportunities Accuracy through Integration with CRM Tools through Zapier (Video) --
Builds is a collection of developer-built projects showing step-by-step examples of code, code snippets and advice on how to approach an individual build. The aim of this series is to not only help you build with , but provide you with fresh ideas of ways to utilize's system to help your business. As always, our support and sales engineering specialists are on hand to assist you should you require assistance.
The ability to add opportunities to Salesforce (or other CRMs) to facilitate Self-Serve Transactions on
Job to be done: Your sales team wants to integrate self-service transactions to your CRM, so that they are able to see the purchases of customers in order to help them determine their upsell or upgrade strategy with self-serve customers.
In our next built in this series we're featuring the work of Fred Linfjard showing how you can integrate self-service transactions from your website with Salesforce within a matter of minutes. The build will also show you an example of how Zapier is able to capture data through 's webhooks so you can then transfer the information to another service Zapier could integrate with.
In the final part of the build Fred demonstrates how you can use the Zapier trigger to catch webhooks and create records in Salesforce. Creating records in salesforce with webhooks lets teams assign sign-ups and self-service transactions to opportunities. This gives teams an all-inclusive record of business sales and they can use those records to better promote add-ons, upsells, and upgrade offers to clients.