Create opportunity

1. Select Salesforce as your target app. Pick the connection you want to use, or create a new one, and click “Continue.”

1. Choose “Create opportunity” as your action and click the red gear to display the action’s data template.

1. Fill in the data template, linking source and target fields. You must fill in the required fields, but you may skip the optional ones. Click “Map” when you’re done.

If you don’t want to go through each field, you may use the search bar at the top. You can also filter required and optional fields.

1. Verify your target is active in the upper-right corner. Click “Add a target” or “Save” to add another app or save your Gear.

Make sure you turn on your Gear on the “Gears” menu before leaving GearPlug!