Salesforce integration to take over customers and contacts
No double maintenance of customer data. With the ZEP-Salesforce integration, accounts and contacts flow automatically from Salesforce into ZEP — including addresses, contacts and all relevant master data. Salesforce remains the leading CRM system, ZEP takes care of time recording and billing.
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Benefits of Salesforce integration
From CRM opportunity to billable project — without manual data maintenance.
Automatically transfer customer master data
- Account name, address, phone, website, and comments flow directly from Salesforce to ZEP
- The billing and delivery addresses are taken over neatly separately
- Changes in Salesforce are automatically reflected in ZEP the next time you import
Fully synchronize contacts
- Contacts with name, title, email, telephone and mobile number are transferred directly
- In ZEP, contacts are immediately assigned to the right customer
- No need to create them manually — new contacts in Salesforce automatically appear in ZEP
Flexible control of synchronization
- With a custom field in Salesforce, you control which accounts are transferred to ZEP
- Individual customers can be disconnected and reconnected at any time
- Either complete import or just changes since the last reconciliation
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How to configure the Salesforce interface
Connect Salesforce to ZEP
The setup is done in just a few minutes. In ZEP, enter Administration > Interfaces > Salesforce Enter your Salesforce username, password, and security token. Then start the first complete import — all accounts and contacts are transferred directly to ZEP.
For subsequent imports, you can choose whether only changes since the last reconciliation or all data should be imported again.
FAQ
Frequently asked questions and answers about ZEP Salesforce integration.
Who is Salesforce integration with ZEP suitable for?
The integration is suitable for consulting and service companies that use Salesforce as CRM and ZEP for project management and time recording. They particularly benefit teams that want to seamlessly transfer customer relationships from Salesforce into billable projects — without manually maintaining master data in two systems.
What is the difference between ZEP and Salesforce — and why do I need both?
Salesforce is a CRM system for managing customer relationships, sales processes, and contacts. ZEP is project time recording and billing software for service providers. The integration combines both worlds: Customer data from Salesforce automatically flows into ZEP, where projects can be booked and billed directly — without double data maintenance.
Does Salesforce sync work both ways?
No, the synchronization is one-way from Salesforce to ZEP. Salesforce is the leading system for customer master data. As long as a customer is connected to Salesforce, their data cannot be manually changed in ZEP. If you want to edit a customer in ZEP, you can remove the link at any time via “Remove Salesforce Customer Identification.”
Can I control which Salesforce accounts are transferred to ZEP?
Yes If you create a custom field called “ZEP” as a check box in Salesforce, only accounts that have this field activated are imported into ZEP. This gives you full control over which customers appear in ZEP — without having to transfer all Salesforce data.
Which data is synchronized from Salesforce to ZEP?
The integration transfers Salesforce accounts to ZEP as customer data — including name, address, telephone, website, and comments. In addition, all linked contacts with name, title, e-mail, telephone and mobile number are created as contact persons in ZEP. The billing and delivery addresses are transferred separately.
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