Integrations · CRM & sales
Zeta searches your Salesforce records; the company import brings them into the CRM.
You are looking around with full access. Make your profile to connect Salesforce — your keys are sealed for you alone.
What Zeta can read and do is said before you connect. Your key or sign-in is sealed the moment it arrives; Zeta never sees it.
Sign in with Salesforce is on its way. Salesforce connects only by signing in with Salesforce, and that sign-in is being set up for this site. Until it is ready, Salesforce cannot be connected here yet.
Zeta reads: Accounts, contacts and opportunities in your Salesforce org.
Zeta does: Nothing — Zeta reads Salesforce; it does not change it.
Name it with @ in Ask Zeta — from ZetaVolt, your phone, or inside Slack.
Reads happen when you ask. Anything that sends or changes something is prepared first and waits for your approval.