Salesforce

Seamlessly integrate Salesforce with Cometly to automatically sync leads and opportunities for real-time marketing attribution. This integration ensures that every new lead and opportunity flows into Cometly, giving you full visibility into which marketing channels are driving pipeline growth and revenue.

With this integration, you can:

• Track new leads in real time and connect them to marketing efforts.
• Attribute opportunities and closed deals to the campaigns that influenced them.
• Use Cometly’s reporting tools to analyze performance and optimize ad spend.

How It Works

Salesforce integrates with Cometly via Zapier, allowing you to send key sales data directly into Cometly. Set up the following workflows for seamless tracking:

1. Send New Leads to Cometly – Every new lead created in Salesforce is automatically sent to Cometly, ensuring precise tracking of marketing-driven leads.
2. Send New Opportunities to Cometly – When a lead is converted into an opportunity, it’s logged as an event in Cometly for deeper attribution insights.
3. Send Closed Won Opportunities to Cometly – When an opportunity moves to "Closed Won," Cometly records the purchase event, allowing you to track revenue back to the original marketing source.

Why It Matters

By integrating Salesforce with Cometly, you can:

• Gain full visibility into your sales funnel and marketing impact.
• Ensure accurate revenue attribution across all ad campaigns.
• Optimize ad spend with real-time insights into lead and deal performance.

With Cometly’s Salesforce integration, you’ll have the tools to track, analyze, and scale your marketing and sales efforts with confidence.