Why Integrating Influ2 with Salesforce Matters for Sales & Marketing Teams

Connecting Influ2 with Salesforce transforms how sales and marketing teams work together. By syncing contact-level engagement data directly into Salesforce, you enable your teams to see exactly who is engaging with your campaigns, when, and how—all in the platform they use every day.

What the integration does

When you integrate Influ2 with Salesforce, your CRM becomes a centralized hub for contact-level ad engagement. The integration:

• Automatically tracks Influ2 engagement by contact and account

• Adds custom fields on Opportunity and Contact records to show ad influence

• Enables real-time notifications and follow-up based on actual intent

• Powers attribution models with real, contact-level engagement data

Signal notifications in Salesforce

When signals are detected, Influ2 automatically creates tasks or events in Salesforce for the contact owner. Notifications are sent for:

• Ad clicks and visits — When a contact clicks an ad or visits your landing page

• LinkedIn activity — Shared posts, new posts from the contact

• Job changes — Title changes and promotions

• Company changes — When a contact leaves their current employer

• Search intent — When a contact searches for relevant keywords

• Content intent — When a contact engages with relevant content

Each notification includes the signal type, relevant details, a description of what triggered it, and a link to the contact's full Target Report for context.

Key benefits for sales & marketing

1. Shows Sales who is engaging and why it matters

Most ABM platforms surface account-level intent. Influ2 brings it down to the contact level. With Salesforce integration, reps can see:

• Which specific contacts clicked or viewed ads

• The exact content they engaged with

• When and how often engagement occurred

2. Makes attribution clear and credible

Influ2 applies a consistent influence model that connects engagement to outcomes: meetings booked, opportunities created, deals won. By pushing this data into Salesforce, marketing can:

• Report on how ad engagement correlates with pipeline generation

• Prove which campaigns moved deals forward

• Align with sales around shared revenue metrics

3. Drives sales and marketing alignment

By integrating Influ2 signals into your shared system of record, both teams see a single view of what's working and where to focus.

• Sales knows who to call

• Marketing sees which campaigns generate real traction

• CSMs and expansion teams spot upsell signals in current accounts

What's included in the integration

Once enabled, you get:

• Influ2 Engagement Fields — Custom fields on Opportunity and Contact records showing ad impressions, clicks, visits, and content views

• Influence Attribution Model — Identifies ad-influenced opportunities using the 15/15 model: 1 click or 15+ impressions within 15 days of opportunity creation

• Dashboards & Reporting — Pre-built templates to track influenced pipeline, content performance, and campaign ROI

• Sales Enablement Alerts — Optional real-time notifications (via Slack or email) for engaged contacts to trigger timely follow-up

How to get started

To enable the Salesforce integration:

1. Contact your Customer Success Manager

2. Review your field mapping and permission settings

3. Enable the Influ2 package in your Salesforce instance

4. Train your teams on how to interpret and act on the data

Once live, Influ2 engagement data populates your Salesforce records, creating opportunities for more personalized outreach and meaningful attribution.

Final takeaway

Integrating Influ2 with Salesforce bridges the gap between marketing engagement and sales action. It ensures your teams are aligned not just in theory—but in practice. With contact-level insights available inside your CRM, every follow-up becomes more relevant, every report more reliable, and every touchpoint more valuable.