Unlocking the Power of Salesforce Synchronization with ZELIQ

Are you a Salesforce user seeking a platform that enables you to source prospects, reach out to leads, manage customer accounts, create sequences, close deals, and analyze sales records?

Look no further as ZELIQ’s salesforce integration is what you’re looking for.    

Step 1: Connect Salesforce to ZELIQ

To connect your Salesforce account to ZELIQ, please follow these steps:

1. Log into the ZELIQ platform.

2. Click on your account name on the left sidebar.

3. Go to ‘Settings’.

4. Select ‘Integrations’.

5. In the ‘CRM’ section, click ‘Connect’ next to the Salesforce icon.

Note: The ‘CRM’ section in the ‘Settings’ > ‘Integrations’ menu is only visible if you have an admin role. Ensure your user account has the necessary admin privileges.

This will connect your Salesforce account to ZELIQ, allowing you to choose whether to synchronize leads or contacts, set up mapping, and begin syncing your Salesforce data seamlessly.

Part 2: Benefits of Integrating Salesforce with ZELIQ

1. Sync Contacts and Leads

Optimize workflows with the Salesforce integration by seamlessly syncing contacts or leads. Salesforce contacts and leads are automatically imported into ZELIQ, providing a consolidated view. Leads added to ZELIQ can be enriched with phone numbers and email addresses, with this data being pushed back to Salesforce, ensuring up-to-date contact information across both platforms.

Additionally, leads added through ZELIQ, whether via our search database or LinkedIn extension, can be synchronized into Salesforce. This bidirectional integration enhances efficiency and ensures comprehensive data management between ZELIQ and Salesforce.

2. Automate Outreach

With the Salesforce integration, users can automate outreach by creating and scheduling email sequences, LinkedIn messages, and phone calls using data from Salesforce, all within the ZELIQ platform.

3. Optimize Workflows

Enhance workflows using the Salesforce integration to streamline sales processes in ZELIQ. Minimize manual data entry and ensure that CRM data remains current and actionable. With this integration, activities such as emails, phone calls, and notes are automatically synced to Salesforce. This seamless data exchange between ZELIQ and Salesforce reduces errors and facilitates timely decision-making based on up-to-date information.

4. Send Contacts Directly from LinkedIn & Sales Navigator

Easily add new leads to ZELIQ directly from LinkedIn and Sales Navigator with a few clicks. This smooth integration allows instant import of contacts, ensuring no opportunity is missed to connect with potential clients. Leads added to ZELIQ are automatically pushed to your Salesforce account, keeping all data up-to-date. If all contacts are synced from Salesforce to ZELIQ, leads already in your CRM are highlighted in green on both LinkedIn and Sales Navigator, ensuring efficient management and avoiding duplicate entries.

5. Refresh CRM Data with ZELIQ’s Data Health

Utilize ZELIQ’s automated data health feature to identify duplicates in your Salesforce account, maintaining clean and well-organized data.

6. Analyze Performance

With this integration, leverage ZELIQ’s advanced analytics to track the effectiveness of sales campaigns, measure engagement, and gain insights to improve strategies.

Conclusion

By following these steps and utilizing the features of Salesforce integration, you can streamline sales processes, enhance CRM, and boost overall sales performance. Sign up for ZELIQ today and start maximizing the potential of Salesforce synchronization.

For additional information on using email sequencing within ZELIQ, you can read our blog article about it here (link to email sequence blog).

I hope you find this integration useful & allow you to optimize the power of Salesforce. If you would like to integrate this feature, sign up for free or log in into your account to get started!