Import Salesforce Data to Ruler
How to pass data from your Salesforce CRM to Ruler Analytics
You can pass lead and closed deal information from your Salesforce CRM back into your Ruler Analytics dashboard as well as sending the data into Google Analytics as an event, to allow you to attribute your leads and revenue to the marketing channel that drove the initial enquiry.
|Available Salesforce Triggers|
|New Updated Opportunity|
|New Closed Won/Closed Lost Opportunity|
|Available Ruler Actions|
|Send data as an opportunity stage to Ruler Analytics|
|Send closed revenue deals to Ruler Analytics|
|Available Further Actions|
|Fire an event to Google Analytics|
|Upload the GCLID to Google Ads|
|Upload the MSCLKID to Bing Ads|
|Fire an offline event to Facebook Conversions|
What is required for this Integration
Your opportunity or lead records in Salesforce must contain the information required for attributing a lead in Ruler Analytics. The records should have at least one of the following:
- Email Address
- Phone Number
If your contact information stored about a contact are not available on the opportunity record you will need to ensure you map this information over in Salesforce, More information on this here.
Get in touch with your account manager today about setting up this Integration.
Updated over 3 years ago