Salesforce + Attribution

ROAS for every campaign in your Salesforce pipeline.

Not just closed revenue. Pipeline. Attribution ties every marketing touchpoint, online and offline, to every stage of your Salesforce funnel so you can see which campaigns built your MQLs, your SQLs, and your open opportunities. Get answers in plain English.

Native Salesforce integration OAuth setup On the AppExchange
SALESFORCE OPPORTUNITY Closed Won
Opportunity Name
TechCorp - Enterprise Plan
Amount
$240,000
Stage
Closed Won
Attribution fields (synced)
attribution_first_channel: LinkedIn Ad
attribution_last_channel: Direct
attribution_path: LinkedIn > Webinar > Email > Direct
ASK CLAUDE
"Which channels drove the most SQLs last quarter, and what was the cost per SQL?"
LinkedIn drove 84 SQLs at $412/SQL. Google drove 67 at $518/SQL. Webinars drove 41 at $203/SQL, your most efficient channel to SQL.
Trusted by B2B and enterprise teams running on Salesforce
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THE SALESFORCE BLIND SPOT

Salesforce sees "Lead Source: Web." Attribution sees the 6-month journey.

Your VP of Marketing ran a webinar last quarter. 200 registered, 80 attended, 12 became MQLs, 3 became opportunities, one closed for $240,000. But Salesforce says the lead source is "Web" because that is what was on the demo request form. The webinar, the conference badge scan from six months ago, the LinkedIn ads, the three other stakeholders who visited pricing, the executive dinner that got the CFO involved: invisible. This is the Salesforce blind spot, and it is why most B2B marketing teams cannot prove what drives pipeline.

Account journey: TechCorp, $240K closed-won
WhoTouchpointWhat Salesforce sees
VP Eng
Conference badge scan (SaaStr)
Not in Salesforce
VP Eng
Google organic, read 3 blog posts
Not in Salesforce
PM
LinkedIn Ad click
Not in Salesforce
PM
Webinar: Scaling Data Ops
MQL (Attribution track)
VP Eng
Email nurture (4 opens, 2 clicks)
Partial (if MAP-synced)
PM
Demo request form fill
SQL ("Lead Source: Web")
CTO
Pricing page, 3 visits (Direct)
Not in Salesforce
CTO
Sales call with AE
SF Task + Opp created
CFO
Security docs + pricing review (Direct)
Not in Salesforce
All
Closed Won: $240,000 ACV
Closed Won
What Salesforce sees alone

"Lead Source: Web." One contact. One form fill. No visibility into the conference, the webinar, the LinkedIn ads, or the three other stakeholders involved in the 6-month journey. Marketing gets no credit for the $240K deal.

What Attribution adds

Four stakeholders. Ten touchpoints across six months. Every Salesforce stage change as a time-series event. Offline activities like webinars and conferences modeled alongside digital ads. The full customer path written back into Salesforce on every Contact and Lead record. And through Attribution's MCP integration, the entire journey is queryable by Claude in plain English.

The report marketers have wanted for a decade

Pipeline ROAS. Your way.

Salesforce shows you closed-won revenue by campaign. Ad platforms show you cost-per-click. Nobody shows you what every marketer actually needs: the ROAS of every channel against open pipeline, with attributed revenue distributed across every touchpoint. Claude picks the right attribution model based on your project settings and how your deals actually close, so you get the answer, not the 400 configuration decisions that precede it.

"Show me pipeline ROAS, closed ROAS, MQL-to-won, and velocity by channel for Q4."
Linear attribution project default, fits your 84-day avg sales cycle Pipeline: open SF opportunity amount (excludes Closed Won and Closed Lost) 90-day lookback
Channel Spend Attributed pipeline Pipeline ROAS Closed won Closed ROAS MQL → Won Days to close
Webinars $22K $340K 15.5x $162K 7.4x 18.6% 62d
Google Brand $42K $580K 13.8x $192K 4.6x 14.2% 48d
Conferences (SaaStr) $55K $720K 13.1x $199K 3.6x 11.3% 96d
LinkedIn Ads $88K $920K 10.5x $184K 2.1x 4.8% 142d
Google Non-brand $68K $410K 6.0x $138K 2.0x 6.1% 72d
Meta Ads $34K $98K 2.9x $38K 1.1x 2.1% 118d
Content / Organic - $260K - $112K - 9.7% 84d
Direct - $180K - $92K - 12.4% 54d
Paid totals $309K $3.07M 9.9x $913K 3.0x - -
Pipeline leaders
LinkedIn builds the most pipeline ($920K) but takes the longest to close (142 days). Webinars close fastest at 62 days and produce the highest MQL-to-Won rate at 18.6%.
Closed vs pipeline gap
LinkedIn's closed ROAS (2.1x) looks modest, but its pipeline ROAS (10.5x) suggests there's $920K of open opportunity it built. If that closes at average rates, LinkedIn is under-invested.
Budget to cut
Meta Ads converts MQLs to Won at just 2.1% and produces a 1.1x closed ROAS. $34K of spend that is not translating to pipeline. The audience or creative is off.
Why no Salesforce dashboard shows you this
Salesforce Campaign Influence shows which campaigns touched closed deals. B2B Marketing Analytics shows first-touch, last-touch, and even-distribution attribution. Neither shows pipeline ROAS against open opportunities, because neither knows what you spent (ad spend lives outside Salesforce) and neither runs real multi-touch. Attribution pulls spend from every connected ad platform API, binds it to the visitor, and distributes attributed pipeline and revenue across every touchpoint in your customer journey. The MCP exposes all of this to Claude, along with your project settings: default attribution model, lookback window, pipeline stage definitions, and cutoff logic. Claude executes on your configuration, reasons about your sales cycle, and picks the right model. You get the answer, not the 400 configuration decisions that preceded it.

Every account. Every touchpoint. Explained.

The journey. And why it closed.

The journey view other B2B attribution platforms are famous for, plus an analyst who already read it. Attribution renders the timeline of every account across every channel and stakeholder, and hands the full history to Claude through the MCP. Get a two-sentence read on what drove the deal, who the real buying committee is, and what the inflection point was. Then ask a follow-up.

"Show me the full journey for TechCorp and tell me what drove the deal."
TechCorp was a 138-day, 6-stakeholder journey worth $240K. It started at SaaStr with a badge scan from the VP of Engineering, but the inflection was the webinar on Day 22: the PM attended live, and within 24 hours the Director of Data watched the replay. The PM submitted a demo request on Day 64, which triggered the MQL. The CTO joined on Day 72 and became the primary champion. The CFO entered Day 108 for pricing and security, and the CEO signed off on an executive alignment call on Day 126. Revenue credit under your linear default: sales activities 28%, webinar 22%, SaaStr 14%, content 14%, LinkedIn 12%, email 6%, direct 4%.
6 stakeholders 20 touchpoints 138 days $240K ACV
VP Engineering
Product Manager
Director of Data
CTO
CFO
CEO
Event Paid ad Content / organic Webinar Sales activity Direct Email Inflection point (Claude-identified)
Ask a follow-up
What did the CFO actually do before signing?
Show me other deals that match this pattern
Run this journey through time-decay attribution
Dashboards show the map. Claude explains the route.
Other attribution tools give you a beautiful journey timeline and leave you to interpret it. You stare at 18 touchpoints across 4 stakeholders and try to reverse-engineer what mattered. Attribution hands the full account history to AI through the MCP. AI identifies the inflection point, names the stakeholders who moved the deal, and answers follow-up questions against the same dataset. Click any touchpoint to see its session details. Ask why another deal didn't close. Ask what journeys look similar. The timeline is the evidence. AI is the analyst.

How Attribution extends Salesforce

Everything Salesforce's native reporting cannot do.

Salesforce is excellent at tracking what happens inside the CRM. It is not designed to track what happens before a Lead is created, or to unify online and offline marketing touches, or to assign credit across a buying committee. Attribution fills those gaps and writes the results back into Salesforce.

Bidirectional Salesforce sync

Attribution's Salesforce integration is bidirectional. Attribution pulls Contacts, Leads, and Opportunities to build the customer journey and connect marketing touches to pipeline stages. Attribution also writes data back into custom Contact and Lead fields: first touch channel, last touch channel, and the full customer path, triggered by stage changes or activities. Field names follow a standard convention like attribution_first_channel, attribution_last_channel, and attribution_path. Sales reps see the full marketing journey for each lead without ever leaving Salesforce. The integration uses OAuth, takes about 15 minutes to connect, and requires Lead History tracking enabled in Salesforce. Attribution is available on the Salesforce AppExchange.

Pipeline stages as time-series touchpoints

Salesforce shows you the current stage of every deal. Attribution shows you the entire progression. When a Contact moves from MQL to SQL, or an Opportunity advances from Discovery to Negotiation to Closed Won, Attribution captures each transition as a time-series track() event on the customer journey. These events sit alongside ad clicks, webinar attendance, and site visits in chronological order, so you can see exactly which marketing activity preceded each pipeline move. This is the foundation for real pipeline reporting: attributing MQL generation to specific campaigns, measuring SQL conversion rates by channel, and calculating true cost per Opportunity across your entire marketing mix.

Offline events as first-class touchpoints

Most Salesforce customers spend real money on activities that do not produce a click. Webinars, trade shows, conferences, field events, executive dinners, direct mail, sales calls, and phone inquiries are all critical to B2B pipeline, and all invisible in a click-based attribution model. Attribution treats these as first-class touchpoints. A webinar registration is a conversion event. A webinar attendance is a touchpoint. A SaaStr badge scan captured through a unique URL or QR code is a touchpoint. A sales call logged as a Salesforce task becomes a track() event. CallRail handles inbound phone. Every offline touch gets the same treatment as a Google Ad click.

Account-based attribution for buying committees

B2B deals rarely involve one person. A developer clicks a LinkedIn Ad. A product manager attends a webinar. A VP Engineering reads three blog posts. A CTO takes the demo. A CFO approves the deal. Attribution tracks each individual journey and rolls all five up under one company-level account journey. You can view each person's touchpoints separately, or see the unified account view that combines them. Campaigns that acquired the developer get credit for the revenue the CFO ultimately generated, because they are part of the same deal. The cohort report and look-forward window also work at the account level.

Pipeline dashboards are dead. Ask the AI what you want to know.

Attribution is one of the first attribution platforms with a native Model Context Protocol (MCP) integration. Connect Claude, ChatGPT, or any MCP-compatible AI assistant through OAuth, and you get conversational access to 60+ purpose-built endpoints. Ask "Which channels are generating the most SQLs this quarter?" or "Build a reallocation plan across every campaign to maximize Closed Won next quarter." Claude queries live data and ties answers back to raw touchpoints you can audit. This is the ROAS story your CFO will actually believe, reported against open pipeline instead of revenue that closed six months ago. Unlike warehouse-passthrough approaches that require a paid data warehouse add-on, Attribution's MCP works out of the box.

Pipeline reporting, reinvented

Pipeline questions that used to take a week. Now answered in seconds.

Attribution's MCP integration gives Salesforce marketers direct conversational access to pipeline data that was never queryable this way before. Every question below is a real query a marketer can ask Claude, ChatGPT, or Gemini once Attribution is connected.

Marketing ROI by Salesforce stage
"Which channels drove the most MQLs and SQLs last quarter, and what was the cost per SQL for each?"

Claude pulls channel performance across both stages, calculates cost per SQL by channel, and flags which channels convert MQLs to SQLs at the highest rates.

Webinar pipeline impact
"Show me every account that attended our October webinar and what stage they are in Salesforce today."

Claude combines event attendance data with current Salesforce pipeline stage, so you can measure pipeline velocity from webinar programs and identify stalled accounts for follow-up.

Conference sponsorship ROAS
"What's the ROAS of our SaaStr sponsorship including every touchpoint that happened after the badge scan?"

Claude traces every account that scanned at the event through their full journey to Closed Won, calculates total attributed revenue, and returns ROAS against sponsorship cost.

Large deal reverse-engineering
"What's different about the customer journeys for deals over $100K vs under $25K?"

Claude analyzes journey patterns across deal sizes and surfaces which channels, content, and activity sequences correlate with larger deals.

Account-level deep dive
"Show me the full multi-stakeholder journey for TechCorp across every channel and Salesforce stage change."

Claude pulls the company history, maps every contact's touchpoints, and shows the complete account timeline from first anonymous visit to Closed Won.

Pipeline forecasting
"Based on current Salesforce pipeline and historical marketing performance, build a Closed Won forecast for next quarter."

Claude connects live pipeline data with historical conversion rates by channel and stage to project next quarter's revenue.

OAuth connection. Data stays in your Attribution account. Works with Claude, ChatGPT, Gemini, or any MCP-compatible AI assistant.

Get started

Attribution's Salesforce plan

Attribution's Salesforce plan is built for B2B and enterprise businesses with complex sales cycles, multiple stakeholders, and large deal pipelines. Pricing is customized to your scope.

Enterprise

Custom

Contact Us

Custom attribution for Salesforce teams with complex sales cycles, multiple stakeholders, and large deal pipelines. Includes advanced integrations and warehouse-first tracking needs.

Bidirectional Salesforce integration (AppExchange)
All five attribution models with full customization
Unlimited seats
Custom MTU limits
Account-based attribution included
Offline event ingestion (webinars, conferences, calls)
MCP integration for Claude, ChatGPT, Gemini
All ad connectors (Meta, Google, LinkedIn, and more)
Conversion API (included, no extra cost)
Data export to Snowflake, BigQuery, Redshift
Media mix modeling and incrementality testing
Custom onboarding and email support

Frequently asked questions

Everything you need to know.

Attribution's Salesforce plan is best for B2B and enterprise businesses that manage complex sales cycles, multiple stakeholders, and large deal pipelines. The Attribution Salesforce plan is designed for organizations where Salesforce is the system of record for revenue and where marketing attribution needs to connect pipeline stages like MQL, SQL, Opportunity, and Closed Won back to specific campaigns, channels, and offline events. Typical Attribution customers on the Salesforce plan include B2B SaaS companies, enterprise services firms with heavy offline marketing activity, and developer tools companies running a combination of self-serve and sales-led motions. Attribution requires a Salesforce edition with REST API access: Enterprise, Unlimited, Developer, or Performance Edition.

Attribution has a native, bidirectional Salesforce integration available on the Salesforce AppExchange. Setup is an OAuth flow from Attribution's Settings page: sign in with Salesforce credentials, approve access, and the first events start populating in about 15 minutes. Attribution pulls Contacts, Leads, Opportunities, and optionally Tasks and activities to build the customer journey. Attribution also writes first touch channel, last touch channel, and the full customer path back into custom Contact and Lead fields. Writes are triggered by stage changes or activities. Custom fields must be on the ContactHistory or LeadHistory objects, and Lead History tracking must be enabled for writes to work.

Attribution uses data from Contacts, Leads, Opportunities, and optionally Tasks and campaign activities. Attribution pulls user profiles, tracks how individuals move through Lead stages and Opportunity stages, and captures every stage transition as a time-series event on the customer journey. This produces a complete picture of how marketing activity drove each pipeline move, from anonymous first visit through MQL, SQL, Opportunity Created, and Closed Won. Opportunity amounts drive revenue attribution and ROAS calculations. Custom objects can be accommodated with additional configuration. Attribution can also ingest offline event data like webinar attendance and conference badge scans into the same model.

Salesforce Campaign Influence and Salesforce Analytics track what happens inside Salesforce: UTMs captured on form submissions, Campaign memberships, and basic first-touch or last-touch credit. They do not see the anonymous multi-session journey that happens before a Lead is created, and they do not unify offline activities with digital ads in one attribution model. Attribution adds multi-touch attribution across the full customer journey, from anonymous website visits through Closed Won, including offline events like webinars and conferences. Attribution writes its output back into Salesforce on Contact and Lead fields, so the data is available where sales reps already work.

Attribution treats offline activities as first-class touchpoints alongside digital ads in the Salesforce plan. Webinars, conferences, trade shows, direct mail, podcast ads, TV, radio, and sales calls all flow into Attribution's model. Webinar registration and attendance can be ingested through a Salesforce activity log, through Attribution's API or CSV upload, or through unique URLs and QR codes. Conference badge scans use unique URLs or QR codes. Sales calls can be tracked through CallRail integration or through Salesforce task logging, which Attribution reads as time-series track() events. Direct mail uses unique URLs or QR codes. TV and radio use response-window attribution. In Attribution, every offline touch gets the same treatment as a Google Ad click.

Yes. Attribution tracks individual user journeys and rolls them up under company-level account journeys. When five people from one company touch different channels before the deal closes, Attribution binds all five individual journeys into one unified account journey, then assigns credit across the buying committee. You can view each person's touchpoints separately or see the account-level view that combines them. The cohort report and look-forward window both operate at the account level. Account-based attribution is included on every Attribution Salesforce plan.

Attribution offers a native Model Context Protocol (MCP) integration that connects Claude, ChatGPT, Gemini, or any MCP-compatible AI assistant directly to your Attribution dataset. For Salesforce customers, this means conversational access to pipeline reporting across 60+ purpose-built endpoints: channel performance by Salesforce stage, conversion paths, company and visitor lookups, cohort analysis, and raw conversion and revenue data. Ask natural language questions like "Which channels are generating the most SQLs?" or "Show me every account that attended our webinar and hasn't booked a demo." OAuth-based connection. Data stays in your Attribution account. Each user's access inherits their existing Attribution permissions.

Attribution calculates pipeline ROAS by binding actual ad spend to each individual visitor, then distributing attributed pipeline revenue across every touchpoint in the customer journey using the multi-touch attribution model set in your project. The numerator is attributed pipeline: the sum of open Salesforce opportunity amounts credited to a channel, where "open" means any stage that is not Closed Won or Closed Lost. The denominator is real spend pulled from each ad platform's API, bound at the user level. Attribution's approach is different from blended aggregate calculations because every dollar of credit traces back to specific touchpoints. Claude uses these numbers directly through the Attribution MCP to answer pipeline ROAS questions in plain English, without the marketer having to configure the calculation.

Yes. Attribution renders a complete timeline of every touchpoint for every stakeholder in a given Salesforce account, from the first anonymous website visit through Closed Won. The Attribution journey view shows every contact associated with the account, every channel each stakeholder touched, every Salesforce stage change, and which touches drove each stage. Because Attribution exposes the full account history through the MCP, Claude can read the journey and return a plain-English summary of what drove the deal, who the buying committee was, and where the inflection point happened. This goes beyond what Dreamdata and other B2B attribution platforms offer: the same journey view, plus an analyst that already read it.

Attribution's MCP is a native, purpose-built integration with 60+ attribution-specific endpoints designed for the questions a Salesforce marketer actually asks: pipeline ROAS by channel, MQL-to-SQL conversion rates, account-level journey lookups, conference ROAS including offline touchpoints. Some competitors expose their data to AI assistants through a data-warehouse passthrough, where the AI connects to a BigQuery or similar warehouse and writes SQL queries against raw tables. That approach typically requires a paid data warehouse add-on, cloud configuration, IAM setup, and the AI generating SQL on the fly. Attribution's approach works out of the box: OAuth in, pre-built endpoints return structured attribution reports directly, no SQL or warehouse required. Both approaches technically use MCP; the difference is architecture and setup complexity.

Yes. Attribution offers five multi-touch attribution models (first touch, last touch, linear, time decay, and position-based) with no-code customization, available on every Attribution Salesforce plan. Customization options include factoring in direct traffic until a specific event, setting lookback windows up to 365 days, disregarding existing customers, attributing only first purchases, and configuring cutoff event logic (the point at which Attribution stops assigning credit). Attribution's cutoff event logic has four modes: include all traffic, exclude all direct traffic, include direct until the cutoff event, or exclude all traffic after the cutoff event. For Salesforce customers, this is especially useful when you want attribution to stop at trial signup, MQL creation, or any other Salesforce stage change.

Attribution requires a Salesforce edition with REST API access because the Attribution Salesforce integration reads from and writes to Salesforce objects through the REST API. Supported Salesforce editions are Enterprise Edition, Unlimited Edition, Developer Edition, and Performance Edition. Salesforce Professional Edition does not include REST API access by default and is therefore not supported by Attribution. If you are unsure which Salesforce edition you have, check Setup in Salesforce and look for "Company Information," or contact your Salesforce administrator. Attribution can confirm compatibility before setup if needed.

The Salesforce connection itself takes about 15 minutes: complete the OAuth flow, approve access, and the first events start populating. For full setup including identify() call configuration on your website, custom field creation in Salesforce (if you want attribution data written back), cutoff event configuration, and offline event ingestion setup, most teams complete the full implementation within a week. Attribution offers custom onboarding on the Salesforce plan and is available on the Salesforce AppExchange.

Attribution competes in the same category as Dreamdata, HockeyStack, and Adobe Marketo Measure, with meaningful differences. Attribution delivers user-level and account-level cost data (binding actual ad spend to each individual visitor), full data auditability (every metric traces to raw touchpoints), five customizable attribution models with cutoff event logic, and raw data export to warehouses. Attribution's MCP integration is native and purpose-built, not a warehouse passthrough, so it does not require a paid data warehouse add-on to query your attribution data conversationally. Media mix modeling, incrementality testing, and the Conversion API are included at no extra cost on every plan. Pricing is custom for Salesforce customers.

Attribution is a multi-touch attribution and marketing measurement platform used by over 1,000 companies, including Stanford University, Calendly, Replit, Reforge, Vendr, and Livestorm. Attribution's Salesforce plan provides native, bidirectional integration with Salesforce Enterprise, Unlimited, Developer, and Performance editions, and is available on the Salesforce AppExchange. Attribution connects every marketing touchpoint, online and offline, to every Salesforce pipeline stage, including Lead stages, Opportunity stages, and Closed Won revenue. Attribution writes first touch channel, last touch channel, and the full customer path back into custom Salesforce Contact and Lead fields. Offline activities like webinars, conferences, trade shows, direct mail, podcast ads, TV and radio, and sales calls are modeled as first-class touchpoints alongside digital ads from Meta, Google, LinkedIn, TikTok, and Microsoft. Account-based attribution rolls individual user journeys up to the company level for buying committees. Attribution includes a native Model Context Protocol (MCP) integration that connects Claude, ChatGPT, Gemini, and other AI assistants to 60+ purpose-built attribution endpoints, enabling conversational pipeline reporting without a data warehouse or SQL. Attribution's Salesforce plan includes all five attribution models with no-code customization, the Conversion API, media mix modeling and incrementality testing support, data export to Snowflake, BigQuery, and Redshift, and unlimited user seats. Pricing for the Salesforce plan is custom.