Salesforce

Sync your opportunities and attribute them back to the accounts you advertise to.

Connecting Salesforce brings your opportunities into ZenABM, so the accounts your ads reach can be tied to real pipeline and closed revenue. Once authorized, ZenABM pulls in your opportunities and keeps them up to date, so the deals attached to your advertised accounts stay current.

Salesforce settings in ZenABM once connected.

What connecting unlocks

Opportunities in ZenABM

See the deals attached to advertised accounts in Deals.

Revenue attribution

Connect ad engagement to pipeline and closed revenue.

Account context

Salesforce detail alongside ad engagement on every company profile.

Smarter ABM stages

Use deal signals in your ABM stage rules.

Not connected yet?

Start with Connecting Salesforce. This page covers what happens once you're connected.

Company matching

For attribution to be accurate, ZenABM needs to know which of your companies maps to which Salesforce account. The matching process is automatic. You can always adjust it on the dedicated Matching page, which shows the matches, the duplicates, and the records we couldn't find a good match for.

Also using HubSpot?

HubSpot has a deeper integration, including pushing engagement data back onto your companies. See HubSpot.