Connect Salesforce
How an admin connects Salesforce, what Zime reads and writes, how often it syncs, and what to check when something looks wrong.
Connecting Salesforce lets Zime match calls to your deals, accounts and contacts and write call summaries and insights back to them. A Zime admin connects it once from the CRM tab, and the connection covers the whole company. This page covers who should connect, what Zime reads and writes, and what to check if something looks wrong.
Before you connect
You need a Zime admin and a Salesforce user who can approve the connection.
Zime acts with the permissions of the Salesforce user who approves, so it can read and update only what that user can. Pick a user who can see and edit the opportunities, accounts and contacts you want Zime to work with. Your workspace is set up with one CRM, and the CRM Integration card shows only that one.
Approve with an account whose access you are comfortable giving Zime, and whose access matches what your team should see in Zime.
Connect Salesforce
Connecting takes one click in Zime and one approval screen in Salesforce.
Only workspace admins can connect or disconnect a CRM. Everyone else sees the card greyed out, with a note that it is managed by their workspace admin.
Open the CRM tab
Sign in to Zime as an admin, open Admin, then the CRM tab.
Start the connection
Click Connect Salesforce. Zime sends you to the Salesforce sign-in page.
Approve access
Sign in with the Salesforce user you chose and approve the permissions Zime asks for.
Check the status
Back in Zime, the card shows Salesforce as connected and the button changes to Disconnect.
The Connect Salesforce button signs in to your production Salesforce. To connect a sandbox, ask your Zime contact.
What Zime reads from Salesforce
Zime keeps a copy of the Salesforce records it needs and updates it every day.
Zime syncs once a day, so a change you make in Salesforce shows up in Zime after the next sync. After you connect, your Zime team sets which pipelines, stages and fields Zime uses for your company.
| Salesforce data | What Zime uses it for |
|---|---|
Opportunities | Matching calls to deals, Pipeline Review, deal pages and Ask Zime answers about your deals. |
Accounts and contacts | Matching the people on a call to the right account and contact. |
Leads | Zime also syncs your leads. |
Owners | Showing who owns each deal and account. |
Emails logged on your records | Email analysis. See Email analysis for how it works. |
What Zime writes to Salesforce
After a recorded call, Zime can write the summary and insights to the matched opportunity.
Which fields Zime fills, how each field is written, and whether updates go out automatically or when a rep clicks Update in CRM are set by your Zime team on request. CRM integration and automation covers this in full. How Zime maps calls to deals explains how a call is matched to a deal.
If your reps log calls in Salesforce, Zime can bring those calls in as well. Your Zime team turns this on for your company, and it works only while Salesforce is connected.
Questions
Getting started
4 answersWho can connect Salesforce?
A workspace admin, from the CRM tab in Admin. The Salesforce user who approves the connection decides what Zime can see.
Which permissions does Zime ask for?
api, refresh_token, offline_access and openid. In plain terms, access to Salesforce on behalf of the user who approved, and permission to stay connected without asking that user to sign in again.
Can we try this in a sandbox first?
The Connect Salesforce button signs in to your production Salesforce, so a sandbox has to be connected by Zime. Ask your Zime contact.
Why are the connect and disconnect buttons greyed out?
Your role is not admin. Ask a workspace admin.
Data and access
5 answersHow often does Zime sync Salesforce?
Once a day. A change you make in Salesforce appears in Zime after the next sync.
Does Zime see everything in our Salesforce?
Zime sees what the Salesforce user who approved the connection can see. To narrow it, approve with a user whose access is narrower.
Can we change which pipelines, stages or fields Zime uses?
Your Zime team sets these for your company. Email support@zime.ai or ask your Zime contact. There is no self-serve screen for them today.
How do we disconnect Salesforce?
An admin clicks Disconnect on the CRM Integration card in Admin, CRM tab. You can also revoke the app inside Salesforce.
Does Zime read the emails in Salesforce?
Zime reads emails that are already logged on your Salesforce records, and uses them for email analysis. It does not connect to anyone's mailbox.
Still need help?
Email support@zime.ai and include the details below.
If you report an issue, include:
- The call or meeting title
- What you expected to see in Salesforce
- What the Connect Salesforce card shows