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 Lead

New Opportunity

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.