Salesforce won deals,traced back to the ad

ClickFlare ties every Salesforce lead, qualified lead and Closed Won deal back to the ad click that brought it, with the deal amount as revenue. You see ROI per campaign and ad on revenue that closed, even when it closes days after the click.

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Salesforce

CRM platform

Salesforce integration at a glance

How it connects

Salesforce flow that reports each stage to ClickFlare

What syncs

Leads, qualified leads, won deals and deal amounts

How fresh the data is

Real time, when a record reaches a stage

What you can optimize

Ads and placements by qualified leads and won-deal revenue

Works with

Web-to-Lead or any form tool with a hidden field

Good to know

Needs rights to create custom fields and flows in Salesforce.

CRM

Won deals per ad

Deal revenue as ROI

Judge every ad on Salesforce revenue

Stages as conversion types

Lead, qualified and won each get their own column next to ad cost, so you see cost per stage for every campaign.

Deal value on the click

The won deal's amount lands on the original click, so ROI per campaign and per ad reflects revenue that closed.

Repeat business counted right

A second won deal on the same click counts on its own, and a flow that fires twice counts once.

How it works

From ad click to profit per campaignattributed revenueattributed salesa matched conversionautomated actionyour dashboardsclosed revenue

Your ad

Visitor clicks

Ad on Salesforce

ClickFlare

Click recorded

Every click gets its own ID

Your offer

Conversion

Lead, sale or custom event

ClickFlare

Sent back to Salesforce

Through the Conversion API or postback

Cost API

Spend pulled in

Salesforce cost matched to each campaign

Your ad

Salesforce click

Placement, device and country come along

ClickFlare

Click recorded

Zone, site and device data stored

Offer or lander

Visitor converts

On your page or the offer

ClickFlare

Conversion logged

With payout and event type

Postback

Reported to Salesforce

So its optimization sees the result

Your ad

Visitor clicks

Any traffic source

ClickFlare

Click recorded

Every click gets its own ID

Your article

Keyword block

Click ID passed to the feed

Results page

Paid click

Conversion fired to ClickFlare

Salesforce API

Revenue matched

Pulled on a schedule and reconciled

Your ad

Visitor clicks

Any traffic source

ClickFlare

Click recorded

The click follows the visitor to the offer

Salesforce

Offer or call

The network tracks the action

Salesforce

Conversion

Lead, sale, call or rebill

Postback

Payout in ClickFlare

Matched to the original click

Your ad

Visitor clicks

Any traffic source

ClickFlare

Click recorded

Every click gets its own ID

Salesforce

Store or funnel

Click ID kept through checkout

Events

View, cart, checkout

Each step tracked

ClickFlare

Purchase recorded

Order value matched to the ad

Your ad

Visitor clicks

Form, call or landing page

ClickFlare

Click recorded

Every click gets its own ID

Salesforce

Lead or call stored

The ad stays linked to the lead

Salesforce

Qualified or closed

Workflow or call rule fires

ClickFlare

Revenue recorded

Tied to the ad that drove it

ClickFlare

Event happens

Click, conversion or custom event

Webhook or API

Data goes out

Or comes back in

Salesforce

Your workflow

Rules, apps or an AI assistant

Salesforce

Action

Alert, update, pause or scale

ClickFlare

Back in reports

Changes show in your data

ClickFlare

Report data

Campaigns, sources, offers

ClickFlare API

Your numbers go out

Secured with your API key

Your setup

Scheduled refresh

A sheet, script or connector

Salesforce

Data lands

Tables refreshed on schedule

Salesforce

Dashboards

Blended with your other data

CRM

From lead form to Closed Won

Your form saves the ClickFlare click ID on the Salesforce lead, and it carries over to the opportunity. When the lead qualifies or the deal is Closed Won, a Salesforce flow reports it to ClickFlare with the deal amount.

Click ID kept from lead to opportunity
Each stage reported as its own conversion
Deal amount sent only on Closed Won

Today, one campaign

example

Spend pulled from Salesforce

cost

$412.30

Conversions recorded

today

Sent back to Salesforce

per event

38/38

Profit

campaign

$227.70

Example numbers. Cost and conversions sit in the same report row.

ROI per placement

example

Placement A · mobile

cost

$38.20

Placement A

revenue

$71.40

Placement A

ROI

+87%

Placement B · desktop

ROI

−42%

Example numbers. Keep the placements that pay and cut the ones that lose money.

Revenue for one click

example

Paid click

day 0

$0.00

First revenue pull

+1h

$0.41

Scheduled updates

next days

$0.58

Final pull

last sync

$0.62

Example amounts. Sync timing for Salesforce is in the facts above.

Events for one click

example

Lead

day 0

$0.00

Sale

day 0

+$40.00

Upsell

day 1

+$15.00

Refund

day 9

−$15.00

Example events. Each one arrives by postback and is matched to the click.

One visitor's path

example

Product view

step 1

—

Add to cart

step 2

—

Checkout

step 3

—

Purchase

step 4

$68.00

Example order. Each event is tied to the ad that brought the visitor.

One lead, followed to revenue

example

Lead created

day 0

$0.00

Qualified

day 2

+$25.00

Deal closed

day 14

+$480.00

Renewal

day 45

+$120.00

Example values. Each stage can be its own event type in ClickFlare.

A scheduled report refresh

example

Campaigns

in the report

1,240 rows

Cost, revenue, profit

per campaign

included

Refresh

your schedule

done

Dashboards fed

Salesforce

Example numbers. You choose the breakdowns, date range and schedule.

One event, end to end

example

Conversion recorded

event

sent

Event delivered

Salesforce

received

Workflow ran

Salesforce

done

Team notified

your apps

done

Example run. What happens after the event is up to your workflow.

2.3B

Events tracked

Setup

Connected in three steps

You need a ClickFlare tracking domain, a Salesforce org where you can create custom fields and flows, and a lead form with a hidden field.

Set up your stages in ClickFlare Create conversions for lead, qualified and won, and add your form page to a ClickFlare campaign.
Save the click ID on the lead Add a click ID field to leads and opportunities, and have your form save the ClickFlare click ID into it.
Report stages with a flow Build a Salesforce flow for each stage that reports it to ClickFlare. Won deals then land on their ad with the deal amount.

app.clickflare.com/integrations

Salesforce

CRM

Connected

Salesforce account connected

Signed in from ClickFlare

Cost syncing

Spend matched to campaigns

Conversions sent back

Your chosen events

Salesforce template selected

Macros pre-filled

Tracking URL in Salesforce

Click ID captured

Conversions reported

Payout included where supported

Salesforce connected

Credentials saved in ClickFlare

Conversion event set

Click ID passed to the feed

Revenue syncing

On the feed's schedule

Salesforce added

Offer URL carries the click ID

Postback set in Salesforce

Payout and event included

Conversions arriving

Matched to the click

Salesforce connected

Click ID kept to checkout

Events mapped

View, cart, checkout, purchase

Purchases tracked

Order value in reports

Click ID stored in Salesforce

Hidden field or call data

Workflow or rule set

Fires on the stage you choose

Conversions arriving

With payout and event type

API key created

Settings, then Security

Report pull scheduled

Dimensions and date range set

Salesforce dashboards live

Refreshed on schedule

Connection set up

Webhook, API key or MCP

Events chosen

Only what the workflow needs

Workflow running

Tested end to end

Ready to track

Send revenue only on won deals, and zero on lead and qualified, so revenue isn't counted twice.

Salesforce setup guide

Open the guide

In your reports

What you see once it's connected

Leads per campaign
Qualified leads per campaign
Won deals by traffic source
Deal revenue per ad
Cost per qualified lead
ROI by campaign

Use cases

How media buyers run it

Meta or LinkedIn → lander → form that creates a lead

Social → lander → Salesforce

Send only qualified or won deals back to the ad platform to optimize on.

Taboola or Outbrain → advertorial → demo request

Native → advertorial → demo

Compare placements by won-deal revenue.

No flows: batch upload

Export closed opportunities with their click IDs and upload them to ClickFlare. Not real time, but no flow to build.

Frequently asked questions

Salesforce integration FAQ

Does ClickFlare integrate with Salesforce?

Yes. Your form saves the ClickFlare click ID on the Salesforce lead, and a Salesforce flow reports it to ClickFlare when the lead qualifies or the deal is Closed Won.

Can I see won deal revenue per ad?

Yes. The won deal's amount is reported as revenue on the original ad click, so ROI per campaign, ad and traffic source reflects what closed.

What if one lead closes two deals?

Each won deal counts on its own, and a flow that fires twice for the same deal counts once.

How do I test the setup?

Click through your campaign, submit the form, check the lead has a click ID, then run the flow. The conversion shows in ClickFlare's event logs.

Can I import Salesforce deals instead?

Yes. Export closed opportunities with their click IDs and upload them to ClickFlare. It's not real time, but there's no flow to build.

Can ClickFlare send conversions to Salesforce?

Yes. ClickFlare's Custom Webhook integration can send conversions through Zapier, Make or n8n, which find the lead by its click ID and update it.

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Setup guides

Salesforce setup guide

Custom webhook integration

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Salesforce won deals,traced back to the ad

Salesforce integration at a glance

Judge every ad on Salesforce revenue

Stages as conversion types

Deal value on the click

Repeat business counted right

From ad click to profit per campaignattributed revenueattributed salesa matched conversionautomated actionyour dashboardsclosed revenue

From lead form to Closed Won

Connected in three steps

What you see once it's connected

How media buyers run it

Social → lander → Salesforce

Native → advertorial → demo

No flows: batch upload

Salesforce integration FAQ

Does ClickFlare integrate with Salesforce?

Can I see won deal revenue per ad?

What if one lead closes two deals?

How do I test the setup?

Can I import Salesforce deals instead?

Can ClickFlare send conversions to Salesforce?

Related integrations

See which ads close Salesforce deals.