Export Ruler Data to Salesforce
Send data from Ruler Analytics into Salesforce records
Salesforce Integration Guide
This guide explains how to set up and use the integration between Ruler Analytics and Salesforce to enrich your CRM with marketing attribution data.
Overview
Ruler connects to Salesforce via a secure API integration using OAuth authentication.
During onboarding, you will receive a link prompting you to connect your Salesforce account. Once authenticated, Ruler can begin sending attribution data directly into your CRM.
Available Ruler Triggers
Ruler captures lead activity and uses the following triggers to send data to Salesforce:
New Call Triggered when a phone call is tracked and recorded in Ruler Analytics
New Form Completion Triggered when a website form is submitted and captured in Ruler Analytics
Common Salesforce Actions
For each trigger, Ruler can automatically locate and update existing records in Salesforce:
- Find and update Lead
- Find and update Contact
Attribution data can be mapped to either dedicated Ruler custom fields you create, or existing fields within your Salesforce setup
Custom Workflows
If your Salesforce setup does not follow a standard Lead or Contact structure, we can support custom workflows.
Our onboarding team will work with you to understand your CRM processes and configure the integration accordingly.
Custom Field Creation
We recommend creating dedicated Ruler fields to store attribution data for clarity and reporting consistency.
View recommended custom fields: https://ruler-documentation.readme.io/docs/crm-custom-field-creation
Salesforce guidance on creating fields: https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm&type=5
If you already have suitable unused fields, we can map data into those instead.
Salesforce Access Requirements
To enable the integration, Ruler requires:
- A Salesforce user with API access enabled
- Read and write permissions for the relevant objects (e.g. Leads, Contacts)
- Access to the fields being updated with attribution data
Data Sync Frequency
Ruler sends data to Salesforce within 30 minutes of a new lead being captured.
Getting Started
Contact Ruler Analytics Support if you have any questions: [email protected]
Updated 11 days ago