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CRM integration

Salesforce integration for AI B2B ads and ABM AI ads.

Accounts get an AI-source field and the owner gets a task when an A-fit company returns. Opportunity influence shows which questions created pipeline.

Salesforce · company record
Company
Northwind Logistics
AI source
ChatGPT ad
Buyer question
Month-end close software for NetSuite
Pages read
Pricing, integrations, security
ICP score
86 (A)
Deal tag
AI-touched
Illustrative example with a fictional company.

What you get if you already use Salesforce

  • New and existing accounts get AI source, buyer question and ICP score fields.
  • The account owner gets a Salesforce task when an A-fit company comes back from AI.
  • Campaign influence on opportunities shows which AI questions and ChatGPT ads created pipeline.
  • Reports and dashboards in Salesforce with AI as a channel, next to paid search and events.

What lands in Salesforce

FieldExample
CompanyNorthwind Logistics
AI sourceChatGPT ad
Buyer questionMonth-end close software for NetSuite
Pages readPricing, integrations, security
ICP score86 (A)
Deal tagAI-touched

Illustrative example with a fictional company. We identify companies, never individuals.

Live in the first week

  1. Step 1You create an integration user or app connection in Salesforce with the narrowest permissions.
  2. Step 2We map fields and agree the ICP threshold for what gets pushed.
  3. Step 3We test with three real accounts, then data flows daily.

Straight answers.

Will it create duplicates in Salesforce?

No. Companies are matched by domain first; we only create a record when no match exists.

Is the Salesforce integration included in the price?

Yes. Integrations are part of every package, together with the live client dashboard. Media budget is separate.

What if we don't use Salesforce?

We connect to the tool you do use. See all integrations, or we use Zapier or a scheduled export.

Free AI Shortlist Check

See how many of your visitors we could name.

Book a free 30-minute AI Shortlist Check. We look at your traffic, your AI visibility and what company identification would add.

  • What ChatGPT answers about your category today
  • Where your ad would appear and what it would say
  • A budget range and a 90-day plan
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