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, and can write LinkedIn engagement, account scores, ABM stages and intent signals back onto your Salesforce Accounts. It creates the fields it needs, so there is nothing to build in Salesforce first. See CRM sync for the shared model.
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.
Engagement in Salesforce
Push LinkedIn engagement, ABM stage and intents onto the Account object, so sales sees it where they already work.
Start with Connecting Salesforce. This page covers what happens once you're connected.
Sending data to Salesforce
Turn on the analytics sync and choose which engagement fields ZenABM should write to the Account object: ABM stage, active ABM campaigns, intents, engagement score, and LinkedIn impressions, clicks, engagements and spend. ZenABM creates the fields for you and keeps them updated on every sync, so you can build Salesforce reports, list views and flows on them straight away.
Fields created by ZenABM are rewritten on every sync, so a manual edit is replaced on the next run. Keep your own fields for anything you want to edit by hand.
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.
HubSpot has the deepest integration: it also brings in contacts and lifecycle stages, and lets you use contact properties in your ABM stage rules. See HubSpot.
