Salesforce integration

This integration connects Salesforce Sales Cloud, the CRM where sales teams manage leads, accounts, contacts and opportunities. Leads convert into accounts, contacts and opportunities, and opportunities move through stages with amounts, probabilities and close dates. Most organisations extend the standard objects with custom fields and record types, and some run several currencies in a single org.

For marketing teams, Sales Cloud holds the outcome they are judged on but rarely the cost behind it. Dashworx brings leads, opportunities and accounts into the same model as ad spend and web analytics, so lead source and campaign data can be tied to pipeline and won revenue without a monthly export. In multi-currency orgs, the currency each opportunity was recorded in is kept, so totals are never added up across currencies by mistake.

Use it to see how many marketing-qualified leads become opportunities by source, how long deals sit in each stage, and whether account-based campaigns are moving target accounts forward. This page covers Sales Cloud objects only.