Salesforce Integration

Connect Zidi to Salesforce to automatically push campaign contacts and sync video engagement data to contact records via the Tooling API.

Prerequisites

  • A Salesforce account with API access (Professional edition or higher).
  • A Zidi account on the Pro plan.

Connecting Salesforce

  1. Open the Integrations page from the left sidebar in your Zidi dashboard.
  2. Click Salesforce.
  3. Click Connect Salesforce.
  4. You'll be redirected to Salesforce to log in and authorize the connection via OAuth.
  5. Grant the requested permissions and you'll be redirected back to Zidi.

What Gets Synced

DataDirectionDescription
Contact creation/updateZidi → SalesforceCampaign recipients are created or updated as Salesforce contacts with their personalized video link.
Custom fieldsZidi → SalesforceFive fields auto-created via Tooling API (see below).
Tasks / ActivitiesZidi → SalesforceEngagement milestones logged as completed Tasks on the contact record.
Real-time engagementZidi → SalesforceUpdated within 60 seconds when a recipient watches a video or clicks a CTA.

Custom Fields

Zidi automatically creates these custom fields on Salesforce Contact records:

  • Zidi_Personalized_URL__c — The unique campaign video link for this contact.
  • Zidi_Video_Opened__c — Whether the contact has opened the video.
  • Zidi_Watch_Percent__c — How much of the video the contact watched.
  • Zidi_CTA_Clicked__c — Whether the contact clicked the call-to-action.
  • Zidi_Last_Viewed_At__c — Timestamp of the most recent view.

How It Works

  1. Create & launch a campaign — Go to Campaigns, create a campaign with a video and recipients, then click Launch.
  2. Contacts auto-sync to Salesforce — On launch, each recipient is automatically created (or updated) as a Salesforce contact with their personalized video link. A completed Task is logged on their record.
  3. Engagement updates in real-time — When a recipient opens the video, watches it, or clicks your CTA, Salesforce is updated automatically. Tasks are logged at milestones (opened, 50%, 80%, 100%, CTA clicked).
  4. Where to see it in Salesforce — Open any Contact, then go to the Related tab to see completed Tasks with campaign details. Custom fields are on the Contact record. Find them via Setup → Object Manager → Contact → Fields.
  5. Build workflows (optional) — In Salesforce, create Process Builder or Flow automations using Zidi custom fields, e.g., "Send follow-up email when Zidi_Watch_Percent__c > 50 and Zidi_CTA_Clicked__c is false."

Disconnecting

Open Integrations from the left sidebar, click Salesforce, and click Disconnect Salesforce. Existing data in Salesforce is not removed.

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. Tokens are encrypted at rest and automatically refreshed.
  • Custom fields not appearing? — Zidi creates fields automatically via the Tooling API on first sync. Check Setup → Object Manager → Contact → Fields & Relationships.
  • Tasks not showing? — Ensure the Related Lists on the Contact page layout include Activities/Tasks.