In this article, we will show you how to set up and synchronize your Salesforce account with ZELIQ.
Now, you can combine the power of ZELIQ with your CRM to avoid back-and-forth between the two platforms.
ZELIQ enriches your Salesforce database with valuable information related to your campaigns.
Depending on your configuration, you will be able to:
🚀 Import new leads into your CRM, regardless of the source of import in ZELIQ: CSV, LinkedIn extension, manual addition, etc.
🌟 Automatically update your prospects' data in your CRM with verified information from ZELIQ.
⚡️ Import prospects from Salesforce to ZELIQ for enrichment or prospecting.
✨ Let's get started!
🔎 If you are on the Free plan, please note that only "push" functionality is available, meaning you can share information from ZELIQ to Salesforce, but not the other way around or bidirectional.
🕵️♀️ Pre-connection Information
Before starting the connection, it is necessary to ensure that you have the required permissions:**
- If you are an Administrator of your Salesforce account, you already have the necessary permissions.
- If you are not an administrator of your Salesforce account, please contact your administrator to have the following permissions assigned to your account:
👉 Manage Profiles and Permission Sets
👉 Customize Application
👉 Modify Metadata Through Metadata API Functions
🔗 Connecting Salesforce to ZELIQ
➡️ Click on "Settings" at the bottom left of the screen, then on "Integrations".
➡️ Next, select the Salesforce CRM via the "Connect" button.
➡️ Enter your Salesforce credentials.
➡️ Rename your account with your company name.
🟢 The green indicator confirms that the account is connected.
➡️ Indicate what you want to map:
If you want to map contacts and accounts: you must check both the "contact" and "account" boxes.
If you only want to map your leads: you should only check the "lead" box and not the others.
🔥 Case 1: Mapping Contacts and Accounts
1. Choose the synchronization direction
Bi-directional: All contacts and companies created in your Salesforce account will be created in ZELIQ. Contacts added in ZELIQ will also be automatically created in your Salesforce account.
From ZELIQ to Salesforce: Only contacts added in ZELIQ will be created in Salesforce. Existing contacts and companies in your Salesforce space will not be synchronized.
From Salesforce to ZELIQ: Only existing contacts and companies in Salesforce will be created in ZELIQ. Contacts and companies added later in ZELIQ will not be automatically created in Salesforce.
2. Map your Salesforce properties with ZELIQ fields
To send the correct information, you need to specify which Salesforce properties you want to map.
💡 Contact mapping should be done before company mapping.
💡 The fields "first name," "last name," and "company" are mandatory.
➡️ In the ZELIQ column: the property name is already indicated.
➡️ In the Salesforce column: Salesforce fields are filled in. You need to select the one that corresponds to the ZELIQ fields.
You can add properties by clicking on the "+" button.
In section 3 "Company": associate the ZELIQ "Company" field with the Salesforce "Account ID" and check the box as shown below 👇
Once the mapping is done for contacts, you can do the same for companies.
➡️ Ensure that the mapping meets your needs before starting the synchronization.
➡️ Click on "Next" to start the synchronization.
👥 Cas 2 : Mapping Leads
1. Choose the synchronization direction
Bi-directional: All contacts and companies created in your Salesforce account will be created in ZELIQ. Contacts added in ZELIQ will also be automatically created in your Salesforce account.
From ZELIQ to Salesforce: Only contacts added in ZELIQ will be created in Salesforce. Existing contacts and companies in your Salesforce space will not be synchronized.
From Salesforce to ZELIQ: Only existing contacts and companies in Salesforce will be created in ZELIQ. Contacts and companies added later in ZELIQ will not be automatically created in Salesforce.
2. Map the fields
💡 Only contact info must be mapped.
💡 The fields "first name," "last name," and "company" are mandatory.
➡️ In the ZELIQ column: the property name is already indicated.
➡️ In the Salesforce column: Salesforce fields are filled in. You need to select the one that corresponds to the ZELIQ fields.
You can add properties by clicking on the "+" button.
Click "Next" at the last step to start the synchronization. Ensure that the mapping meets your needs before starting the synchronization.
And you're all set! 🚀
👩🏼💻 For further information, please do not hesitate to contact us: