Salesforce Integration

Add marketing lead source to Salesforce with Able CDP first-party tracking and attribution

Tracking online marketing sources in Salesforce CRM enables understanding of how customers buy and how segments perform across campaigns. Attributing sales to leads and leads to marketing sources allows accurately to track end to end marketing campaigns and understand ROAS.

Able leads along with attribution details to Salesforce. This allows to see the source of each lead and every closed deal in Salesforce and report ROI without having to use third-party apps.

Add Marketing Lead Source in Salesforce

See what marketing campaings convert to leads and paying customers

Able Customer Data Platform builds a 360-degree view of each customer by tracking website visitors before they become customers. Able then begins to build a customer profile by tracking all website activity and, most importantly, lead and signup form submissions, as well as recording personal information such as e-mai, phone, and proprietary customer identifiers. In this way, Able CDP can connect every closed won deal in Salesforce to the original customer source, implement first-touch attribution, and understand what marketing activities led to every customer and every dollar of revenue.

Send Revenue Data To Reporting Tools

Optimize your marketing strategy

Able Customer Data Platform uses its customer tracking data to attribute all subsequent revenue ( Purchases ) and other conversions to the original source. Revenue can be sent to Able CDP via Salesforce integration, so that closed won deals can be tracked in the CRM and automatically attributed to the original website visits automatically. Able CDP then attributes each Purchase event to the original visitor and sends Purchase events to all standard integrations such as Google Analytics, Facebook Ads Conversions API, Google Ads API, etc. This is the most popular solution because it allows to leverage the reporting capabilities of the reporting tools. Proper first touch attribution, as implemented by CDP, allows to capture up to 24 months of LTV data attributed to the original campaign in Google Analytics.

How does it work

Build an entire journey of each customer from the first ad click

Attribute 99% of your sales

Connect Salesforce with other software without coding

Able CDP is a low-cost solution that combines browser tracking with server-side API integrations, linking website activity and Facebook or Google Ads click IDs with Salesforce sales to build a complete journey of each customer across website and back-office tools.

Attribute all the Salesforce close won deals made by the same customer to the past lead and visitor activity automatically and sent to reporting and conversion APIs throughout entire customer lifecycle, no matter how long.

Able automatically recognizes website forms and sends form fields and tracked marketing channel and campaign to Salesforce Leads.

Able Customer Data Platform is easy to set up

1

Sign up for a free trial account

2

Install Able tracking code on the website

3

Connect Able to Salesforce to send attributed leads there

4

Set up Able to send Salesforce closed won deals as conversions to Google Analytics and ad platforms such as Facebook Ads.

Start tracking actual sources of the revenue with Salesforce and Able CDP integration in 5 minutes
Sample Integration Scenarios

Resources

B2B Conversion Funnel Tracking

Majority of B2B businesses don't know what sources produce revenue and ROI exactly. With improved conversion funnel tracking it is possible to map each customer's journey and attribute 99% of won deals to the original marketing sources.

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How to 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.

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How to Send Attributed Leads to Salesforce

Being able to keep track of online marketing sources inside Salesforce CRM is a common need. This guide outlines the steps needed to configure Salesforce to store additional fields and instructions to set up visitor tracking necessary for gathering UTM, Landing Page and Referrer URLs along with leads.

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“A valuable insight we've got because of using Able Customer Data Platform is that display ads aren't working for us at all... we've been wasting money for years on paid display ads.

Before Able we'd be excited about every lead or email that came through, but after the last year we've determined that those don't convert at all.

And so we've been focusing on paid search, which does have return on investment.”

Bryan Brinton, Co-Founder, Aluvii Software