The Salesforce CRM Integration with Zeotap CDP enables seamless data synchronisation from key Salesforce standard objects—Account, Contact, and Lead. These objects are crucial as they contain columns corresponding to first-party user IDs, facilitating accurate user matching. Once synchronised, this data is sent to Zeotap CDP, where it becomes actionable for creating user segments, gaining insights, and executing targeted campaigns on your preferred platforms. This integration ensures that your CRM data is fully leveraged for enhanced customer engagement and personalised marketing strategies.

Read the Help Docs here: Source Integration