fsBuilds: Increase the accuracy of your prospects by integrating the CRM tools with Zapier (Video) (Video)

Builds is a collection of developer-built projects showing how-to-build examples, code snippets along with suggestions on how to go about the particular creating. This series' goal is to assist you to build, but also to inspire you with fresh ideas on what you can do with of tools that can help you improve your company. Our support and sales engineers can be contacted if you require assistance.

Create Opportunities in Salesforce (or other CRMs) to facilitate Self-Serve Transactions for

Task to be completed Sales team members want to pull self-serve purchases from your CRM to ensure they are able to see the purchase of their customers to inform the upsell or upgrade strategy for customers who self-serve.

As a second instance of this build, we'll be featuring a design by Fred Linfjard showing how you are able to integrate self-service transaction on your site using Salesforce in a matter of hours. This build provides an example of the way Zapier can be used to collect data using webhooks. It allows you to pass information on to a third party service Zapier could join with.

The next part in this series Fred shows how you can utilize the Zapier trigger to record webhooks. Then, you can create records in Salesforce. The creation of records within salesforce using webhooks allows teams to attribute sign ups as well as self-serve transactions to potential prospects. This gives teams the same record for every transaction in their organization. They can make use of these records for marketing upsells, upgrades, as well as improvements for their customers.

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