Overview
Connect Salesforce to Octanist so your ad platforms learn which campaigns bring in deals, not just form fills. As opportunities move through stages in Salesforce, the matching leads in Octanist update and the results go back to your ad platforms as offline conversions.
How it works
You sign in with Salesforce and choose the pipeline to follow. Then you map stages to qualified, won and lost. Octanist checks Salesforce for changes about once an hour and matches each record to the lead it came from by email address or phone number.
Close the sales-marketing loop
Your sales team already keeps Salesforce up to date. Octanist turns that work into the signal your ad platforms need to bid on the leads that become customers.
Use cases
Stage mapping
Choose which stages count as qualified, won or lost. Other stages leave the lead alone.
Deal value
The amount on a won record becomes the conversion value, so bidding can optimize for revenue.
Offline conversions
Qualified and won leads go to Google Ads, Meta Ads and the other ad platforms you connected.
No webhooks to set up
Connect by signing in to Salesforce. There are no automations to build or URLs to paste.
Getting started
Open Integrations in Octanist and choose Salesforce. Tell us which actions in Salesforce mean qualified, won or lost, and our team sets up the connection with you.
