Track Salesforce Won Opportunities

Attribute Opportunities Closed Won in Salesforce to the original website visitors that generated the lead and sends successful conversion events to Google Analytics and ad platforms such as Facebook Ads and Google Ads.

Able Customer Data Platform first-party tracking database attributes Salesforce conversions to the website visitors who generated the leads automatically.

In Able Customer Data Platform

To configure Able to send leads to Salesforce, open API Credential‘ in Able UI and click Connect – Salesforce:

Then, open Funnel tab and press Add Inbound and choose the Salesforce credential and the Purchase event.

Press Save. Able will start polling Salesforce for new closed deals and will attribute deals Closed Won to the original website visitors, sending Purchase conversion to configured integrations.

You might also want to add UTM parameters, referrer URL and landing page URL to Salesforce Leads created from website forms.

What else you can do

Send Purchase Conversions

Send Purchases to Google Analytics

Send attributed Purchases to Google Analytics from any source, such as a sending a closed won CRM deal, a successful Stripe Invoice payment or an e-commerce purchase that has been successfully paid.

Send Purchases to Google Ads

Sending conversions to Google Ads is an extremely common integration scenario. Its used to add conversion value to Google Ads’ reports, allowing to report on ROI, as well as to use performance-based targeting and optimization capabilities.

Send Purchases to Facebook Conversions API

Attributing conversions to Facebook Ads is a common task, however doing it with sufficient precision is hard. Sales might happen in CRM, or, when they happen online, customer might not come back to the website, so tracking with Facebook Pixel JS produces substandard results. Able solves this problem with its Facebook Conversions API integration.