Salesforce Integration

Sync Opportunities and Pipeline stages for full-funnel attribution.

Overview

SpendSignal integrates with Salesforce CRM to close the loop between ad spend and actual revenue. By syncing Opportunity stages, we can attribute revenue to campaigns even when the sales cycle is long and happens offline.

Prerequisites

Salesforce Edition with API access (Enterprise, Unlimited, or Developer).
Admin permissions to create a Connected App.

Setup Guide

Create a Connected App

In Salesforce Setup, go to App Manager > New Connected App.

Name: SpendSignal Integration
Contact Email: your-email@company.com
Enable OAuth Settings: Checked
Callback URL: https://app.spendsignal.co/api/auth/salesforce/callback
Selected OAuth Scopes: Full access (full) or Access and manage your data (api)

Get Consumer Key & Secret

After saving the Connected App, click Manage Consumer Details to reveal yourConsumer Key (Client ID) and Consumer Secret (Client Secret).

Connect in Dashboard

Go to Integrations and select Salesforce. Enter your Instance URL, Client ID, and Client Secret.

Next Steps

Need Help?

See Salesforce's Connected App docs or contact support.