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

builds is a series featuring developers-built programs that provide step-by-step instructions, code snippets, and advice on how to approach the specific building. The goal of this series is not just to help the build process , but give you new concepts of ways to utilize's system to assist your company. Our support and sales engineering specialists can be reached in case you require help.

 Adding Opportunities in Salesforce (or other CRMs) to facilitate Self-Serve Transactions on

The job to complete: Your sales team wants to transfer self-service sales into your CRM so they can see customer purchases in order to help them determine their upsell or upgrade strategies for customers who self-serve.

In our next build 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 just a few minutes. This build also shows you an illustration of how Zapier is able to capture data through 's webhooks, allowing you to transfer the information to another service Zapier can be integrated with.

The second portion of this build Fred shows how to use Zapier's trigger to catch webhooks and create records within Salesforce. The creation of records within salesforce using  webhooks allows teams to assign sign-ups and self-service transactions to an opportunity. The result is one record for all business sales and teams can utilize the records to help advertise upsells, add-ons and upgrades to clients.