Salesforce

Live

Salesforce Lead + Contact sync with workspace metadata attached for attribution.

Capabilities

  • REST API
  • Bulk + streaming
  • Custom objects

Common use cases

  • Push form leads as Salesforce Leads with full UTM context
  • Mirror agency client list into a Salesforce Account

How to wire it up

  1. 01

    Open a project workspace

    In any zyan project, hit cmd + k and type add salesforce.

  2. 02

    Authenticate

    Sign in with the Salesforce account that holds your credentials. We never store your password — only short-lived tokens scoped to the workspace.

  3. 03

    Drop the snippet

    zyan generates an environment-aware snippet that’s ready to commit. Webhooks point at the workspace by default — change them when you promote to production.

  4. 04

    Ship

    Promote the branch. The integration follows it through preview, staging, and production with the right keys per environment.