CRM & Integrations

Attribution inside Salesforce

Bring marketing influence into Salesforce so sales, marketing, and leadership can work from the same revenue story.

Salesforce Opportunity

Acme Corp — Expansion

Open pipeline

Stage

Proposal

Amount

$185K

Account

Acme Corp

Related attribution records

Opportunity-linked records
TouchpointChannelModel
Demo requestPaid SearchLast Touch
Webinar signupCampaignLinear
Blog visitOrganicFirst Touch

What sales sees

Before the next call, reps can see which campaigns built interest and what content helped move the deal forward.

Team Value

What each team gets from the same record

One CRM view, tailored to the questions sales, marketing, and leadership actually ask.

For Sales

Walk into every deal with context

See which campaigns, pages, and moments built interest before the opportunity was created.

  • Know what opened the door
  • See what moved the account forward
  • Prep faster for every call

For Marketing

Prove influence without chasing reports

Show which channels created pipeline and supported revenue using the same records the business already trusts.

  • Tie programs to real opportunities
  • Give credit to the full journey
  • Show impact in Salesforce

For Leadership

Get one shared revenue story

Give revenue teams a clear view of how pipeline was created so planning and budget decisions happen faster.

  • Align sales and marketing
  • Reduce reporting debates
  • See revenue influence clearly

Shared View

Connected records. Clearer reporting.

Touchpoints, campaigns, contacts, and attribution records stay connected inside Salesforce so teams can report on revenue with more confidence.

Touchpoints stay tied to people and accounts

Leads and contacts can be viewed alongside their SourceMetrics touchpoints.

Opportunities can be linked to attribution records

Revenue influence is stored on related Attribution records, not hidden in separate spreadsheets.

Report from Salesforce with more confidence

Use connected records and Salesforce reports to answer revenue questions faster.

Salesforce Reporting

Contacts with SourceMetrics Touchpoints

Connected records

Touchpoints

ContactTouchpointChannel
Jane MillerWebinar signupCampaign
Jane MillerPricing page visitOrganic

Attribution record

OpportunityAcme Corp Expansion
TouchpointDemo request

First

0%

Linear

33%

Last

100%

Why it matters

Reps know what built momentum, marketers know what created revenue, and leadership sees one version of the truth.

Put attribution where your team already works

Sales sees marketing impact on every deal. Marketing sees CRM context on every touchpoint.