When putting together a Deal, a Salesforce Opportunity should be selected and associated with the Deal.
By associating the Deal with an Opportunity, RevOps can:
Each time the Deal is saved, the following will occur:
In this guide, we’ll walk through how RevOps to associate the Deal to a Salesforce Opportunity. As a prerequisite, this guide assumes that you have connected your RevOps account to Salesforce. If you haven’t, we recommend connecting your Accounts first.
Opportunities can be associated with a RevOps Deal two ways:
When first creating the deal, you can search for and select a Salesforce Opportunity. Based on the Opportunity you select, RevOps will not only associate the Opportunity ID to the deal but also import the contacts and addresses associated with the Opportunity to use be used on deal.
To simplify the experience of creating a Deal in RevOps from Salesforce, you may create a Salesforce custom button.
When creating this button in Salesforce, configure the content source to URL and include a URL with the following format:
You’ll need to personalize this URL with your "Workspace Subdomain".
When this button is clicked on, you'll be able to select the template to start drafting your deal with and the Opportunity will automatically be associated to the RevOps deal.
If you prefer to specify the template that should be used, you'll want to use the following URL where you need to specify both the "Workspace Subdomain" as well as the "Template ID".
Organizations utilizing the V2 deal creation flow should utilize the following URL formats:
Organizations on the V2 flow will see the following screen when creating a deal.
In this case, when the button is clicked, RevOps will open in a new tab and the Opportunity will automatically be associated to the RevOps Deal with the template you’ve selected.
On the Salesforce side, your setup would look like the following:
If you would like to require that sales reps utilize a button within your CRM to create a deal, please contact firstname.lastname@example.org.
Here’s a video tutorial on how to get this set up in Salesforce: