Connecting Salesforce brings your opportunities into ZenABM, so the accounts your ads reach can be linked to real pipeline and closed revenue.
How to connect
Authorize ZenABM
From CRM Sync, choose Connect Salesforce and approve access in Salesforce.
Sync your opportunities
ZenABM pulls in your opportunities and keeps them up to date.
Match your companies
Reconcile ZenABM companies to the right Salesforce accounts so attribution lines up. Most match automatically; you can fix the rest by hand.
The person connecting needs rights to authorize connected apps. If approval is blocked, ask a Salesforce admin to run the connection.
What it 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 company profiles.
Attribution is only as accurate as your company matching. Spending a few minutes fixing mismatches upfront saves misleading reports later.
Going deeper
Company matching and the rest of the settings are covered in Salesforce.
