Add new Salesforce opportunities to Abacus as expense field tags

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
Add new Salesforce opportunities to Abacus as expense field tags
Salesforce integration logo

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

Abacus integration logo

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

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