How to integrate Influ2 with Salesforce

Connecting Influ2 to Salesforce syncs contacts, sends campaign engagement notifications, and maps Influ2 metrics to Salesforce fields. This keeps your CRM current with ad engagement and intent data — all visible where your sales team works.

Before you start, you'll need:

• Admin access to both your Influ2 and Salesforce accounts

• Plan which metrics you want to track (impressions, clicks, visits, intent signals, etc.)

Install the Influ2 package in Salesforce

Before you can integrate Salesforce in Influ2, you need to install the SFDC Application package in your Salesforce org.

1. Go to the package installation link provided by Influ2 (in your Salesforce org).

2. Choose Install for All Users (recommended option).

   

3. Check the box: "I acknowledge that I'm installing a Non-Salesforce Application..."

4. Click Install and wait for the process to complete.

   

You'll see "Installing and granting access to all Users..." During setup. Once done, Salesforce confirms "Upgrade Complete!"

5. Verify the installation by going to Setup > Installed Packages. You should see Influ2 listed with Version 1.3.

Connect Salesforce in Influ2

Once the package is installed, you can finalize the setup in Influ2.

1. Log in to Influ2 and go to Settings > Integrations > Salesforce.

2. Click Connect and authorize Influ2 to access your Salesforce data.

You'll now see five tabs: Connection, Notifications, Metrics, Leads, and SFDC Lists.

The Connection tab shows your daily API usage (limited to 127,000 requests per day).

Set up notifications

Notifications send Salesforce alerts when targets engage with Influ2 campaigns. These appear as events or tasks in Salesforce, capturing engagement and intent signals like ad impressions, clicks, title changes, company changes, LinkedIn activity, search intent, and content consumption.

1. Go to Settings > Integrations > Salesforce > Notifications.

   

2. Toggle Send Notifications to ON.

   

3. Select which activities should trigger notifications:
   - Impressions — set a threshold (the number of impressions before triggering a notification)
   - Clicks — notified on every click
   - Visits — notified on every landing page visit
   - Prioritized for Sales — notified based on journey rules that flag contacts for outreach

   

4. Review the Last send and Modified date timestamps for each activity.

   

5. Repeat for Account-level notifications. (Keep in mind: Accounts exclude Goals as an activity option.)

   

6. Click Save.

View notifications in Salesforce

Contact and Lead owners receive alerts via the notification bell and activity timeline. For Account-level notifications, account owners get the alerts.

Each notification includes:

• Content name and URL

• Topics the contact engaged with

• For job changes: previous and new title/company

• For search/content intent: keywords or content description and topics

• For LinkedIn posts: post topic and content shared

Set up metrics

Metrics sync Influ2 engagement data to Salesforce fields. You can send data to Contact, Lead, Account, Campaign, Campaign Member, Opportunity, Event, and Task objects.

1. In Salesforce, create custom fields for the metrics you want to track on each object. Use the correct data types:
   - Numeric for counts (impressions, clicks, visits, intent signals)
   - Date for dates (first impression, last click, etc.)
   - Text/URL for creative names and URLs

2. In Influ2, go to Settings > Integrations > Salesforce > Metrics.

   

3. Select the metrics you want to activate for Contact, Lead, and Account objects.

   

4. Map each metric to its corresponding Salesforce field.

   

5. Scroll down to add metrics for additional objects: Opportunity, Event, Task, Campaign, and Campaign Member.

6. Click Save.

Available metrics for Contact, Lead, and Account

• Total Number of Impressions, Clicks, Visits

• First/Last Impression, Click, and Visit Dates

• Last Seen/Clicked Creative Name and URL

• 30 Days Impressions, Clicks, Visits

• Search Intent Signals (count and last date)

• Content Intent Signals (count and last date)

• LinkedIn Posts Signals (count and last date)

• Topics (comma-separated list of interest topics)

• Last Signal Topics (most recent topics)

Available metrics for Opportunity

• Total Impressions, Clicks, Visits

• Impressions, Clicks, Visits Before/After/During Opportunity

• Impressions, Clicks, Visits During Influence and Outreach periods

• First/Last Impression, Click, and Visit Dates

• Last Seen/Clicked Content URL and Name

• Influence Period Start and Outreach Period Start dates

• Influ2 Influence (checkbox field — true/false)

How campaign and campaign member metrics work

Influ2 syncs Campaign and Campaign Member metrics once per day. When you use a Salesforce Campaign as an audience source for an Influ2 cohort, Influ2 collects engagement data for each campaign member and aggregates totals at the campaign level. If the same SFDC Campaign is used in multiple cohorts, metrics are combined across all of them. Each campaign member receives their own individual metrics.

Set up automatic Lead creation

When targets from your audience engage with ads but don't yet exist in Salesforce, Influ2 can create new Lead records automatically. This is useful when your audience comes from HubSpot or a manual upload, but you want to track signals in Salesforce.

1. Go to Settings > Integrations > Salesforce > Leads.

2. Toggle Create Records for Unmatched Targets to ON.

   

3. Influ2 will create a Salesforce Lead when the target meets notification thresholds but isn't already in Salesforce.

Set up SFDC Lists

The SFDC Lists tab syncs campaign member statuses from Salesforce to Influ2, so you can use them for cohort segmentation.

1. Go to Settings > Integrations > Salesforce > SFDC Lists.

   

2. Toggle the sync to ON.

3. Select the statuses you want to sync and use them for campaign cohorts. Example:

   

4. Click Save.

Sandbox vs. Production

Approved IPs

If your organization restricts API calls by IP address, add these Influ2 IPs to your approved list:

• 35.224.81.3

• 35.232.17.171

What you'll see

After setup, metrics appear on Contact/Lead/Account records in Salesforce. Campaign-level metrics show on SFDC Campaign records, and individual metrics on Campaign Member records. Your team now has a complete view of Influ2 influence across your entire sales funnel.