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Overview

Salesforce CRM is a top cloud-based platform that streamlines customer interactions. It centralizes customer data, allowing sales, service, and marketing teams to manage leads, track opportunities, and automate campaigns. This unified approach strengthens relationships, boosts satisfaction, and drives growth through tools for lead management, analytics, and personalized experiences. This integration with Zeotap enables you to send a Contact object to Salesforce CRM in real time.

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Pre requisites

Before using this endpoint, you must have the following:
  1. Salesforce Organization: Active Salesforce org (Developer, Sandbox, or Production).
    a. The org’s unique domain name can be found in Setup > My Domain.
  2. Connected App: A Connected App must be created in Salesforce Setup with appropriate OAuth settings.
    a. Navigate to Setup > App Manager > New Connected App to create one. The Client ID and Client Secret are provided upon successful creation. You must enable OAuth and select the required scopes (e.g., api, refresh_token).
  3. API User: A Salesforce user with API access permissions and appropriate object-level (Read, Create, Edit) and field-level security.
  4. External ID Field: The target sObject must have an external ID field configured for upsert operations.
    a. This is a custom field you create on the target object (e.g., Contact). Navigate to Setup > Object Manager > Contact > Fields & Relationships > New, create your field, and ensure the “External ID” attribute is checked.

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Creating a Destination

1
Log into the Zeotap CDP App and go to the DESTINATIONS application.
2
Click + Create Destination.
3
Under All Destinations, search for Salesforce CRM : Journeys.
4
Click on Salesforce CRM : Journeys. A screen appears displaying details about the particular destination towards the left. On the right-hand side of the screen find a list of fields that are required for the integration to be established. Enter the required details as mentioned in the following steps:a. Enter a name for the Destination.

b. Enter the Domain Name (excluding the domain suffix)

c. Enter the External Contact Object ID

d. Enter the Unique ID for your Contact Object

e. Enter the App Client ID

f. Enter the App Client Secret
5
Click Connect Salesforce CRM. Ensure you have credentials for a Salesforce user with the necessary permissions (including API access) to read and update the records (e.g., Contacts, Leads) used in this destination.
6
In the new screen that appears, choose the appropriate Action and mapping as explained below.a. Choose the desired action under Choose your Action and then choose the corresponding identifiers under Map the Fields. By default, the Output Identifiers that are accepted by the platform, such as Last Name, First Name, Email and Phone are displayed. However, you can edit, add, or remove an identifier from the list.

b. Mandatory Fields
  1. Last Name
  2. Email
c. Click +Add Mapping to include additional fields. For a complete reference, see the List of Supported Fields.

d. Click Save Mapping.

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Activate the Destination on Journeys

After creating a destination, next, you need to link it in the Send to Destination node within the workflow, as explained below.
1
In the workflow, click + and choose Send to Destinations.
2
Choose the destination from the list of available destinations by using the search feature.
3
Under the Destination Details tab, the Domain Name, External Contact Object ID, Unique ID, App Client ID, App Client Secret fields are automatically populated based on the value that you have entered while creating the destination.
4
Under the Destination Settings tab, choose the Action and mapping as per your requirement.
5
Upon clicking Save Destination. The destination is attached as shown in the image below.
Last modified on February 26, 2026