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
- A new opportunity is created in Salesforce
- 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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Triggers when a new lead is created.
Invite a user to your Abacus account.
Triggers when a new custom object (of the type you choose) is created.
Adds an image to the Abacus receipt inbox
Triggers when a new contact is created.
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.)
Triggers when a new opportunity is created.
Create a new lead.
Triggers when a new case is created.
Add a lead to a campaign.