Abacus
When this happens...
SalesforceNew Opportunity
Then do this...
AbacusCreate Expense Field Tag

A sales team on the go doesn't have time for manual entry. Make sure you have a clear sense of how much is being spent by tracking expenses related to each Salesforce opportunity. Once you set up this Zap, employees will always be able to tag expenses with every new deal: Each new opportunity you create on Salesforce will automatically be added as a tag to your chosen expense field on Abacus, so you don't have to worry about that admin work ever again.

How It Works

  1. A new opportunity is created in Salesforce
  2. Zapier adds the opportunity as a tag to an expense field on Abacus

What You Need

  • A Salesforce account
  • An Abacus account
Premium
Salesforce is a Premium integration on Zapier.

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It's easy to connect Abacus + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Lead

Triggers when a new lead is created.

Invite a User

Invite a user to your Abacus account.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Upload Receipt

Adds an image to the Abacus receipt inbox

New Contact

Triggers when a new contact is created.

Create Expense Field Tag

Creates a new Expense Field Tag.

(Expense Fields are managed on Abacus, and are a set of tags that can be applied to expenses for clients, projects, or events. This action adds a tag to a specific expense field.)

New Opportunity

Triggers when a new opportunity is created.

Create Lead

Create a new lead.

New Case

Triggers when a new case is created.

Add a Lead to a Campaign

Add a lead to a campaign.

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Become a Zapier Integration Partner

Abacus is the easiest way for you to reimburse your team, reconcile corporate credit cards, and implement your expense policy.

Salesforce is a leading enterprise customer relationship manager (CRM) application.

See Salesforce Integrations