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Add new Salesforce opportunities to Abacus as expense field tags

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create 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
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Connect Abacus + Salesforce in Minutes

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

All Triggers & Actions

New Account

Triggers when a new account is created.

New Case

Triggers when a new case is created.

New Contact

Triggers when a new contact is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

New Folder

Triggers when a new folder is created.

New Campaign

Triggers when a new campaign is created.

Closed Opportunity

Triggers when an opportunity is closed.

New Custom Object

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

New Event

Triggers when a new event is created.

New Lead

Triggers when a new lead is created.

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