FsBuilds: Improve Opportunities Accuracy through Integration the CRM tools via Zapier (Video) (Video)

Builds is a compilation of projects created by builders that show the steps to build, code snippets and suggestions for how to approach the exact building. The aim of this series is to not only help to build, but also give fresh perspectives on ways to make use of the tools you have available to support your organization. Our support and sales engineers are always to assist you in the event of need.

   Create Opportunities within Salesforce (or other CRMs) for transactions that are self-service.  

To be done Task Members of your sales team would like to transfer self-service transactions into your CRM system to enable them to view the history of purchases made by customers in order to help to determine the best upsell or upgrade plan for self-serve customers.

In the following build, we'll demonstrate the layout of Fred Linfjard, showing the way to integrate self-serve payment on your website to Salesforce in a matter of minutes. This build offers an illustration of how Zapier is capable of collecting data via webhooks. This allows Zapier to pass data onto an additional service Zapier could join with.

In the final part of the construction, Fred shows how you can use Zapier's trigger feature to capture webhooks and make records within Salesforce. Record creation within Salesforce with webhooks allows teams to assign sign-ups and self-service transactions to prospects. This creates an entire record of sales for business and teams can make use of the data to encourage upgrades, upsells, in addition to upgrades for clients.

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