Salesforce and Zeotap integration for consent-aware customer activation
Connect Salesforce with Zeotap, a privacy-focused CDP, to unify first-party data, resolve identities, build consent-aware audiences, and activate compliant campaigns across channels.
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• Salesforce entities such as Leads, Contacts, Accounts, and custom objects are mapped to Zeotap person and profile schemas, including key identifiers and preference fields.
• First-party identifiers (email, phone, customer IDs) are normalized and used for identity resolution in Zeotap, while hashed values are passed where required to limit exposure of raw PII.
• Consent, opt-in status, and communication preferences are mapped to Zeotap consent attributes so audience eligibility is evaluated against consent at segmentation time.
• Scheduled syncs and delta loads transfer only new or changed records, with field-level validation applied before data is accepted into Zeotap pipelines.
• Audience definitions created in Zeotap are exported as activation segments to supported destinations, with membership updates propagated on each refresh cycle.
• Sync jobs produce operational logs and error reports, and rejected records are routed with failure reasons to support data quality remediation.
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Why choose scandiweb to handle Salesforce integration for you?
How do you connect Salesforce data to Zeotap CDP for first-party identity resolution?
We map Salesforce objects and identifiers to Zeotap’s identity graph, then set up scheduled syncs to keep profiles and attributes fresh. The result is one customer view built from first-party data, not spreadsheets.
What Salesforce fields should sync to Zeotap to build consent-aware audiences?
Typically: email, phone, customer IDs, lifecycle attributes, and consent status plus timestamps and source. Zeotap uses these signals to allow or suppress activation based on consent rules.
Can the Salesforce and Zeotap integration activate audiences to ad and marketing channels automatically?
Yes, once audiences are defined in Zeotap, they can be pushed to connected activation destinations on a schedule. This keeps targeting aligned with the latest Salesforce changes and consent updates.
How do you handle data governance and compliant audience activation in Zeotap from Salesforce?
We implement consent logic, attribute-level mapping rules, and audit-friendly data flows so only permitted data powers audiences. This reduces compliance back-and-forth and prevents “accidental” activation.
Can scandiweb build a scalable Salesforce to Zeotap integration for multi-brand or multi-region teams?
Yes, we design the integration to support multiple business units, schemas, and audience definitions without duplicating work. scandiweb has delivered 2,100+ projects since 2003, including complex data and marketing integrations.
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