Estimated learn time: 1 minute, 30 seconds
FastSpring builds is a sequence that includes developer-built tasks exhibiting step-by-step examples, code snippets, and recommendation on easy methods to method a selected construct. The purpose of this sequence is to not solely show you how to construct with FastSpring, however encourage you with new concepts of how one can uniquely leverage FastSpring’s techniques to finest serve your organization. As all the time, our help and gross sales engineering specialists can be found to assist when you want help.
Including Alternatives to Salesforce (or different CRMs) for Self Serve Transactions on FastSpring
Job to be achieved: Your gross sales group desires to push self-serve transactions from FastSpring into your CRM to allow them to see buyer purchases to tell their upsell and improve technique with self-serve clients.
For our second instance construct on this sequence, we’re that includes a construct by Fred Linfjard exhibiting how one can simply combine self-serve transactions out of your web site with Salesforce in minutes. This construct additionally reveals you an instance of how Zapier can be utilized to seize knowledge by means of FastSpring’s webhooks so you’ll be able to then move data on to a different service Zapier can combine with.
For the second a part of this construct, Fred reveals easy methods to use the set off created in Zapier to catch FastSpring webhooks and create information in Salesforce. Creating information in salesforce with FastSpring’s webhooks permits groups to attribute signal ups and self-serve transactions to a chance. This provides groups a single document for all gross sales inside the firm and the group can then use these information to higher promote add-ons, upsells, and upgrades to clients.
Involved in studying extra about FastSpring or talking straight with an answer engineer about your construct? Join a demo right here. Or, if you wish to know extra about easy methods to handle webhooks with Zapier, check out our documentation.
