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Add new Salesforce opportunities to Abacus as expense field tags

  1. When this happensStep 1: New Record

  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.

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