Salesforce integration
Enterprise pipeline, stage velocity and closed-won revenue by source — joined to media spend so marketing is measured the way finance measures it.
- Setup time
- 3 minutes
- Access
- Read-only OAuth 2.0 (connected app)
- Sync
- Every 2 hours
Supported metrics
Standardized against every other connected source so cross-channel comparison is honest.
- Opportunities created by source
- Pipeline value by campaign
- Closed-won revenue by channel
- Win rate by source
- Stage-to-stage conversion rates
- Sales cycle length by channel
- True ROAS
- Cost per opportunity
- Cost per acquired customer
- Average deal size by source
Salesforce and Paid Lens: product overview
In enterprise B2B the gap between a lead and a customer can be six months and eleven touches. Any optimization built on platform-reported conversions is optimizing a proxy that stopped being reliable around week two.
Paid Lens connects to Salesforce through a read-only OAuth connected app and imports Leads, Contacts, Accounts, Opportunities, stage history and campaign attribution. Standard and common custom fields are supported.
With that data in place, marketing spend is evaluated against opportunity creation, stage velocity and closed-won revenue — the same measures the rest of the business already uses.
See how Salesforce data feeds the prioritized decision queue, how metrics are reconciled in attribution and metrics, or browse setup documentation.
What data is imported
Read-only, aggregated for analysis, and never written back to Salesforce.
Leads and contacts
Status, source and conversion events.
Opportunities
Amount, stage, type, close date and win/loss reason where populated.
Opportunity stage history
Transitions used for velocity and stage conversion analysis.
Accounts
Account-level rollups for ABM and segment reporting.
Campaigns and campaign members
Salesforce campaign attribution and influence records.
Custom attribution fields
Mapped during setup so your existing source taxonomy is respected.
Common use cases
Report marketing in opportunities and revenue
Board-ready reporting that maps spend to pipeline created and revenue closed, with campaign-level evidence.
Spot channels with long, low-probability cycles
Stage velocity analysis exposes sources that generate pipeline which reliably stalls.
Align target CPA with deal economics
Average deal size and win rate by source produce per-channel targets rather than one blanket number.
Support account-based programs
Account-level rollups tie campaign exposure to the accounts that actually opened opportunities.
What it looks like with Salesforce connected
Product imagery is being finalized — these frames show the views this integration powers.
Why connect Salesforce
Every connection raises the quality of the recommendations Paid Lens can make. Read more about how access is scoped and protected on our security page.
Paid Lens cannot change budgets, pause campaigns, or edit records. Tokens are encrypted and can be revoked at any time.
Finance already trusts this data
Reporting marketing performance from the same system the business closes revenue in removes an entire category of argument.
Long cycles break platform attribution
Only CRM data can carry an outcome across a six-month cycle back to the campaign that started it.
Read-only connected app
Paid Lens requests read access only and cannot create or modify Salesforce records.
Salesforce integration FAQ
Which Salesforce editions are supported?
Editions with API access, which covers Enterprise, Unlimited and most Professional orgs with the API add-on. Sandbox orgs can be connected for testing.
Can Paid Lens read custom objects and fields?
Custom fields on standard objects are mapped during setup. Custom objects are supported on the Agency plan and by arrangement.
Does Paid Lens write anything to Salesforce?
No. The connected app requests read-only scopes.
How is attribution matched?
Through Salesforce campaign membership and your source fields, supplemented by UTM data captured at lead creation.
How long does setup take?
About three minutes for a standard org. Orgs with heavily customized attribution fields should allow a little longer for field mapping.
More questions? Read what buyers usually ask or talk to us.
Related integrations
These pair well with Salesforce and typically raise decision quality the most.
The connection that changes what gets optimized. Once HubSpot is linked, recommendations target revenue instead of conversions.
View integrationThe channel where cost per lead lies most often. Connect LinkedIn to pipeline data and judge campaigns on qualified opportunities instead of form fills.
View integrationImport Search, Shopping, Demand Gen and Performance Max data, then get a ranked queue of the changes worth making this week — each with the reasoning behind it.
View integrationSettled revenue, not reported revenue. Bring Stripe charges, subscriptions, refunds and churn into the same view as the spend that produced them.
View integrationConnect Salesforce and get your first recommendations in 3 minutes
No credit card, no sales call, and nothing written back to your account. Connect, wait for the backfill, and read what Paid Lens thinks you should do first.