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 |
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.
Related Articles
Channel Manager: Channel Manager
Experiences: Experience Builder: An Overview
Campaigns: Campaigns