Connecting Influ2 with Salesforce isn’t just a technical integration—it’s a strategic move that transforms how sales and marketing teams work together. By syncing contact-level engagement data directly into Salesforce, you enable your revenue teams to see exactly who is engaging with your campaigns, when, and how—all in the platform they use every day.
This article breaks down what the Salesforce integration does, how it works, and why it delivers real value for both marketing and sales teams.
What the Integration Does
When you integrate Influ2 with Salesforce, your CRM becomes a centralized hub for contact-level ad engagement data. Here’s what it enables:
-
Automatically tracks Influ2 engagement by contact and account
-
Adds custom fields on Opportunity and Contact objects to show ad influence
-
Enables real-time notifications and follow-up based on actual intent
-
Feeds marketing attribution models with real, contact-level influence data
Key Benefits for Sales & Marketing
1. Shows Sales Who is Engaging and Why it Matters
Most ABM platforms surface account-level intent. Influ2 brings it down to the contact-level. With Salesforce integration, reps can see:
-
Which specific contacts clicked or viewed ads
-
The exact content they engaged with
-
When and how often engagement occurred
🔍 Why this matters: Sales teams waste less time on cold outreach and can instead focus on warm contacts already showing interest. Personalized follow-ups become easy—and more effective.
2. Makes Attribution Clear and Credible
Influ2 applies a consistent influence model that connects engagement to outcomes like meetings booked, opportunities created, and deals won.
By pushing this data into Salesforce, marketing can:
-
Report on how ad engagement correlates with pipeline generation
-
Prove which campaigns moved deals forward
-
Align with sales around shared revenue metrics
📈 Why this matters: Marketing gains visibility into what’s driving engagement, and sales gets the insights they need to connect with the right people at the right time. It’s a win for alignment and pipeline momentum.
3. Drives Sales and Marketing Alignment
By integrating Influ2 signals into your shared system of record, both teams gain a single view of what’s working and where to focus.
-
Sales knows who to talk to
-
Marketing sees which campaigns generate real traction
-
CSMs and Expansion teams can spot upsell signals in current accounts
🤝 Why this matters: Integration reduces silos and builds trust between teams, making ABM efforts more scalable and impactful.
What’s Included in the Salesforce Integration?
Once enabled, the integration includes:
| Feature | Description |
|---|---|
| Influ2 Engagement Fields | Custom fields on Opportunity and Contact records for ad impressions, clicks, visits, and content viewed |
| Influence Attribution Model | Identifies ad-influenced opportunities using a 15/15 model (1 click or 15 views within 15 days of opportunity creation) |
| Dashboards & Reporting | Easy-to-use templates to track influenced pipeline, content performance, and campaign ROI |
| Sales Enablement Alerts | Optional real-time alerts (via Slack or email) for engaged contacts to trigger follow-up |
How to Get Started
To enable the Salesforce integration:
-
Contact your Customer Success Manager
-
Review your field mapping and permission settings
-
Enable the Influ2 package in your Salesforce instance
-
Train sales and marketing users on how to interpret and act on the data
Once live, you’ll begin seeing Influ2 engagement data populate your Salesforce reports and contact records—creating new opportunities for more personalized, timely outreach and meaningful attribution.
Final Takeaway
Integrating Influ2 with Salesforce bridges the gap between marketing engagement and sales action. It ensures that your teams are not just aligned in theory—but in practice, too. With contact-level insights available right inside your CRM, every follow-up becomes more relevant, every report more reliable, and every touchpoint more valuable.
Related to