Export Ruler Data to Salesforce

Salesforce Integration Guide

This guide outlines how to set up and use the integration between Ruler Analytics and Salesforce to enrich your CRM with attribution data.

Overview

Ruler connects to Salesforce via an API integration. When a new lead event (call, form, live chat, etc.) is captured in Ruler, the integration can:

Search Salesforce for an existing record (Lead, Contact, or Opportunity).

Update the record with attribution data (source, UTM parameters, click IDs, landing page, etc.).

Or create new records if needed.

This gives you full visibility of a user’s journey across your website before they convert.

Available Ruler Triggers

New Call → Triggered when a call lands in Ruler Analytics.

New Form Completion → Triggered when a form is submitted via Ruler Analytics.

Available Salesforce Actions

Create New Lead in Salesforce

Create New Contact in Salesforce

Create New Opportunity in Salesforce

Find and Update Lead in Salesforce

Find and Update Opportunity in Salesforce

For each trigger, you can send attribution fields into Salesforce. See the full list of fields here.

Requirements for Setup

Identify variables you want to map from Ruler (e.g., source, medium, UTM, click ID).

Create corresponding custom fields in Salesforce (Lead, Contact, or Opportunity).

Map fields between Ruler and Salesforce during integration setup.

Test the integration with sample data to confirm correct mapping.

Getting Started

Contact your Ruler Account Manager.

Share your Salesforce integration requirements.

Configure triggers, actions, and field mappings.

Ruler Analytics Support: [email protected]