fsBuilds: Increase the accuracy of your opportunities by integrating the CRM tools through Zapier (Video) -

builds is a compilation of developer-built projects showing step-by-step examples, code snippets, and suggestions on how to go about the specific building. This series' goal is to not only help to build, but also inspire you with new ideas about how you can make use of's tools to help your business. As always, our support and sales engineering experts can be reached if you need assistance.

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

Job to be done: Your sales team wants to push self-serve transactions from your CRM to ensure they are able to see the purchases of customers for their upsell and upgrade strategies for customers who self-serve.

For our second example of this build, we'll be featuring a design by Fred Linfjard showing how you can integrate self-service transactions on your site with Salesforce within a matter of minutes. This build also shows you an example of the way Zapier could be utilized to capture data through 's webhooks, allowing you to pass information on to another service Zapier could connect to.

The second portion of this build Fred shows you how to utilize the Zapier trigger to capture webhooks and then create records in Salesforce. The creation of records within salesforce using  webhooks allows teams to attribute sign ups and self-serve transactions to opportunities. It gives the team one record for all transactions within their company. the team can then use these records to market upsells, upgrades, as well as upgrades for customers.