fsBuilds: Improve Opportunities Accuracy through Integration With CRM Tools via Zapier (Video) -

builds is a compilation of developers-built programs that provide step-by-step instructions, code snippets, and tips on how you can approach an individual build. The goal of this series is not to only assist the build process , but provide you with fresh ideas of ways to utilize's system to serve your company. Our support and sales engineering specialists can be reached if you need assistance.

 Adding Opportunities in Salesforce (or other CRMs) for self-serve transactions on

Job to be done: Your sales team wants to push self-serve transactions from to your CRM, so that they can see customer purchases for their upsell and upgrade strategy with self-serve customers.

As our 2nd of this build, we're featuring a build by Fred Linfjard showing how you can easily integrate self-serve transactions from your website with Salesforce in minutes. The build will also show you an illustration of the way Zapier can be used to capture data through 's webhooks. You can then transfer the information to another service Zapier can integrate with.

For the second part of the build Fred demonstrates how you can use the Zapier trigger to capture webhooks and then create records within Salesforce. Creating records in salesforce with  webhooks lets teams attribute sign ups and self-serve transactions to opportunities. The result is a single record for all transactions within their company. the team can then use the records to help promote add-ons, upsells, and upgrades to clients.