Salesforce Integration

Track Salesforce conversions sources with Able CDP first-party tracking and attribution

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Salesforce

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 campaigns 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-mail, 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.

Learn more about Able CDP Server-side Tracking

Use Salesforce conversion tracking with:

…or browse many more in our integrations catalog

How does it work?

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

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 99% of your sales, regardless of when they happen

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.

Connect Salesforce with other software without coding

Skip complex manual set-up of the connection between Salesforce and other software in your funnel. Able automatically recognizes website forms and sends form fields and tracked marketing channel and campaign to Salesforce Leads.

Read how Able CDP works in our docs →

Able Customer Data Platform is easy to set up

Sign up for a free trial account

Install Able tracking code on the website

Connect Able to Salesforce to send attributed leads there

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

Sample Integration Scenarios

Don't see the one you're looking for? Our list of server-side integrations has many more that can be useful.

Resources

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.

Learn more →

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.

Learn more →
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Achieve results

Continuously improve marketing strategy with actionable data produced by Able tracking.

Drive sales

Understand how your customers buy and how segments perform across campaigns even on low volume experimental conversion data when you"re still perfecting your pipeline.

Boost ad ROI

Stream back-end conversion data to Google Ads and Facebook Ads Conversion APIs to facilitate ad platforms" AI/ML ad delivery optimization and to create super effective lookalike audiences in real time.

Get actionable insights

Use standard tools such as Facebook Ads, Google Analytics and your preferred BI and dashboard software to see exact performance and revenue of each channel and landing page even when sales happen weeks after the initial ad click.

Don't just take our word for it

Software companies, e-commerce stores and various types of digital businesses around the world are using Able CDP to fundamentally improve their marketing strategy.

As the owner of Placówkowo, Poland's premier educational listing site, having detailed insights into our transactions is paramount. Able CDP's integration of Stripe with Google Analytics 4 e-commerce has been a game-changer. With their expertise, every Stripe transaction now seamlessly reflects in GA4, providing us with invaluable insights into our financial performance and user behavior. This fusion not only enhances our data clarity but also streamlines our business operations. Able CDP's responsiveness and customer-centric approach have made this integration smooth and efficient. We wholeheartedly endorse their services and appreciate their commitment to excellence.

Łukasz Ostrowski
Łukasz Ostrowski
Owner of Placówkowo
Placówkowo