Skip to main content
Skip table of contents

Salesforce CRM

Overview

This page is intended to help you integrate your data into the Zeta Marketing Platform with Salesforce CRM. The information is intended to help in prospecting new or existing clients with detail on how to integrate with the vendor.

Salesforce CRM Documentation

What does the Zeta Integration for Salesforce CRM do?

This pre-built outbound API connector to Salesforce CRM allows for the creation and syndication of customers from the Zeta Marketing Platform to Salesforce CRM. Marketers in the ZMP can use the decisioning of Experiences to decide when the creation of a new customer in Salesforce CRM is necessary and what to syndicate.

Prerequisites

  • Set up your Salesforce CRM access token: Salesforce Developers

  • Plan your data flow

    • Understand in what scenarios a customer should be created

    • Determine what data needs to be stored per customer

    • Think through what additional data should be assigned at the point of contact; i.e. source of data, purpose of data, etc.

Workflow

Step

Description

Assign Salesforce CRM Access Token

Create an overall Connection for Salesforce CRM using your access token: Connections

Create your Custom Channel

Utilize the default Channel Manager template to create your custom channel.

Create your Campaign Inputs

Create form fields for the additional data that should be assigned at the point of contact; i.e. source of data, purpose of data, campaign IDs, etc.

Map your data to the request

Utilize the JSON template to determine how the request should be populated. Use {{ form field calls to map form field inputs and other Zeta Markup Language to fill out the rest of the request: Zeta Markup Language (ZML)

Save Your Channel

Name your channel, so that your marketing team knows which channel to use. Note you can save multiple Salesforce CRM Channels for different endpoints.

User Your Channel

When setting up an Experience or a Broadcast Campaign (depending on the trigger), select the new channel from the dropdown and fill out the necessary fields..

Contact

For any questions or issues related to your integration please reach out to DL-Zeta-External-Integrations@zetaglobal.com.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.