fsBuilds: Increase Opportunity Accuracy by Integrating with CRM Tools through Zapier (Video) --

builds is a series featuring developer-built projects showing step-by-step examples, code snippets, and tips on how you can approach the specific building. The aim of this series is not to only assist the build process , but give you new concepts of ways to utilize's system to serve your company. As always, our support and sales engineers are available to help should you require assistance.

 The ability to add opportunities to Salesforce (or other CRMs) to facilitate Self-Serve Transactions on

The job to complete Sales team members want to integrate self-service transactions to your CRM, so that they will be able to view customer purchase to inform their upsell and upgrade strategy with self-serve customers.

For our second example built in this series we're featuring the work of Fred Linfjard showing how you are able to integrate self-serve transaction through your website to Salesforce in minutes. This build also shows you an example of the way Zapier can be used to capture data through 's webhooks, allowing you to transmit the data to a different service Zapier can connect to.

For the second part of this build, Fred demonstrates how you can use Zapier's trigger to catch webhooks and create records in Salesforce. Creating records in salesforce with  webhooks allows teams to attribute sign ups and self-serve transactions to opportunities. The result is an all-inclusive record of transactions within their company. they can use those records to better market upsells, upgrades, and upgrade offers to customers.