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Direct Integration to SalesForce
Direct Integration to SalesForce

How to connect SalesForce directly with Zopto

Bradley Leitch avatar
Written by Bradley Leitch
Updated over a week ago

Zopto's Seamless Integration with Salesforce

Drumroll, please….. we have another very exciting announcement to make! Zopto now directly integrates with Salesforce. If you happen to use Salesforce as your CRM, you can now bypass Zapier integrations and do it directly through your dashboard.

Once you’ve logged in, you’ll notice a new Salesforce tab on the left side of your screen.

Once you’ve clicked on the Salesforce tab, you’ll be greeted by this page. Here is where you’ll be able to sync your Salesforce profile to Zopto.

With this addition, you’ll be able to do two-way integration directly through the dashboard. This feature will allow Zopto users to connect their Salesforce accounts, and this will allow the users to now import Salesforce prospects into Zopto campaigns.

You will also be able to export all your contacts from Zopto campaigns and add them to Salesforce. Plus, you can automatically export contacts from Zopto to Salesforce using the export to Salesforce tab.

Lastly, this integration works with four paid plans from Salesforce (Enterprise, Unlimited, Developer and Performance Edition). If you do not have any of those available when you connect your account, the following message will be displayed:

If you have any questions please feel free to reach out to any of the CSM team - we are always happy to help!

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