Salesforce Integration
Connect Zidi to Salesforce to sync video engagement data with your leads and contacts.
Prerequisites
- A Salesforce account with API access.
- A Zidi account on the Starter or Pro plan.
Connecting Salesforce
- Go to Settings > Integrations in your Zidi dashboard.
- Find Salesforce and click Connect.
- You'll be redirected to Salesforce to authorize the connection.
- Log in and grant the requested permissions.
- You'll be redirected back to Zidi.
What Gets Synced
| Data | Direction | Description |
|---|---|---|
| Lead/Contact lookup | Zidi → Salesforce | Finds existing records by email |
| Lead creation | Zidi → Salesforce | Creates new leads when not found |
| Task/Activity | Zidi → Salesforce | Logs video engagement as tasks |
| Campaign sync | Zidi → Salesforce | Pushes campaign recipient data |
Disconnecting
- Go to Settings > Integrations > Salesforce.
- Click Disconnect.
Troubleshooting
- API access required — Salesforce Essentials edition does not include API access. You need Professional or higher.
- Token expired? — Disconnect and reconnect to refresh OAuth tokens.
- Custom fields not syncing? — Ensure the fields exist in your Salesforce instance.