The ZeroBounce Salesforce integration allows users to validate single or bulk email addresses directly within their CRM. Users can access the validation feature within their Contacts and Leads lists.
To use this integration, you must have a valid Salesforce account. Then, you can find the ZeroBounce integration by searching for it through the Salesforce AppExchange. After adding the service, you’ll need to provide your ZeroBounce API key to establish the connection.
Log into your Salesforce account. Then, add the ZeroBounce integration by looking for it within the Salesforce AppExchange.
After you add the ZeroBounce service, look for the tab at the top of your dashboard that reads "ZeroBounce Setting" Click this.
Follow this step-by-step process to set up your ZeroBounce Salesforce integration accurately.
Highlighted ZeroBounce Setting tab.
- Step 1:Enter the valid endpoint URLs to configure the ZeroBounce email validation. GetCredits API URL https://api.zerobounce.net/v2/getcredits Single Email API URL https://api.zerobounce.net/v2/validate Batch Email API URL https://bulkapi.zerobounce.net/v2/validatebatch
ZeroBounce API URL endpoints
- Step 2:Enter your ZeroBounce API key. You can find your API key by visiting this URL: https://www.zerobounce.net/members/apikey/ Only ZeroBounce members have an API key. Create your free account now if you have yet to do so.
ZeroBounce API Key setting in the Salesforce integration
Click Verify API Key.
- Step 3:Add the corresponding action buttons and fields to your Contact and Lead records. Validate Email
For Contacts: Contact: Setup -> Object Manager -> Contact -> Page Layouts -> Contact Layout For Leads: Lead: Setup -> Object Manager -> Lead -> Page Layouts -> Lead Layout Validate Email button for the ZeroBounce Salesforce integration.
Validate Selected and Validate All For Contacts: Contact: Setup -> Object Manager -> Contact -> List View Button Layout -> Click on the Arrow Mark ‘^’
How to edit the validate email button layout for the ZeroBounce Salesforce integration.
‘ZeroBounce Status,’ ‘ZeroBounce Sub Status,’ and ‘IsEmail Status Valid’ Fields For Contacts: Contact: Setup -> Object Manager -> Contact -> Page Layouts -> Contact Layout For Leads: Lead: Setup -> Object Manager -> Lead -> Page Layouts -> Lead Layout
How to add validation status fields using the ZeroBounce Salesforce integration.
- Step 4:Establish your permission sets. Permission sets extend users’ functional access without changing their profiles.
Go to Setup and search for Permission Sets in the Quick Find box. Select this, then click ZeroBounce Permissions.How to assign permission sets for those using the ZeroBounce Salesforce integration.
Click on Manage Assignments.
How to manage assignments for the ZeroBounce integration in Salesforce settings.
Click on Add Assignments.
How to add new assignments within Salesforce settings.
Assign any user by clicking the checkbox. Then, click Assign above the username field.
A list of admin users within Salesforce settings.
After completing this setup process, you and your assigned users can validate any emails within your Contacts or Leads.
Here’s how to validate your emails and review their statuses.
Validate a Single Email
Click on a contact or lead from your list.
Click on the new Validate Email button in the top-right corner of the record.Where to find the Validate Email button for the ZeroBounce Salesforce integration.
You can then find the ZeroBounce Status and ZeroBounce sub_status under Details.
Showing the ZeroBounce Status and sub_status within the Salesforce integration.
Validating Batch Emails
Click on Contacts or Leads.
To validate every contact or lead, click Validate All in the top-right corner.
To validate specific contacts or leads, use the checkbox to the left of each name. Then, click Validate Selected in the top-right corner.Showing the Validate All and Validate Selected buttons within the ZeroBounce Salesforce integration.
You can find the results next to each contact under ZeroBounce Status and ZeroBounce sub_status.
Review our documentation on validation status codes for a full breakdown of what each status means.
