Salesforce Integration (Sales User)

Requirement: Enterprise edition (see which version you're using)

User Setup

1. Login at https://app.sellingtozebras.com  
2. Go to User Profile by clicking on the user image in the top right corner of the app
   
   
   
   
3. At the bottom of the User Profile page, In the Integration section, click the green Salesforce LINK button
4. Enter your Salesforce credentials in the new browser tab that opens.
5. Salesforce will be set to automatically sync.
6. Selling to Zebras will sync the account, opportunity, and contact fields listed below if sync has been enabled by your admin.

Fields Synced

Account fields:

• Annual Revenue
• Company Type*
• Industry
• Name
• Number of Employees
• Owner
• Phone Number
• Website
• STZ Account ID*
• Open in STZ*

Opportunity fields:

• Amount
• Close Date
• Industry
• Name
• Number of Employees
• Owner
• Probability
• Stage
• Total Zebra Score*
• Zebra Score Changed*
• STZ Opportunity ID*
• Open in STZ*

Contact fields:

• Assistant
• First Name
• Home Phone
• Job Title
• Last Name
• Mobile Phone
• Title (Mr. Mrs.)
• Work Email
• Work Phone
• STZ Contact ID*
• Open in STZ*

* Custom fields

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• Google Drive Integration

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