askotter / Integrations / Meta Ads + Salesforce

integration pair

Connect Meta Ads and Salesforce for your business

Meta Ads and Salesforce each hold numbers the other never sees. askotter reads both and tells you, by text, what they mean together.

● Meta Ads · LIVE + ● Salesforce · COMING SOON

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the short answer

What do you get by connecting Meta Ads and Salesforce?

askotter reads Meta Ads and Salesforce side by side and puts both in one report for the business. The owner sees how activity in one leads to results in the other, gets an alert when a number moves and can ask questions by text.

From Meta Ads: Campaign and ad set performance, Creative performance, Audience targeting data.
From Salesforce: Leads and opportunities, Account and contact data, Pipeline stages and velocity.
Status: Salesforce is on the integration roadmap, so the matching described here starts when that connector ships.
Not for: Replacing Meta Ads or Salesforce. Both keep working exactly as they do now.

why connect them

Why connect Meta Ads and Salesforce

Meta ad clicks sit beside GA4 visits, bookings and payments, so you can see what Meta contributed. It fits into our PPC management work.

matching the records

How Meta Ads and Salesforce records line up

Meta Ads and Salesforce both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.

Meta Ads and Salesforce both keep the UTM source, medium and campaign values from the visit, so activity lines up campaign by campaign even when no single person can be matched.

Shared between the two: the customer email address and the UTM campaign tags.

Salesforce is on the integration roadmap, so the matching described here starts when that connector ships.

What each tool sees on its ownShow less

Meta Ads on its own

Meta sees who saw and clicked an ad. It cannot see a sale its pixel missed, and lead-form contacts stop being visible to it once they leave Facebook or Instagram.

Timing. Meta reports conversions under its own attribution setting, seven days after a click and one day after a view by default.

Access. The Meta Marketing API with read access to the ad account.

Salesforce on its own

Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.

Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.

Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.

Related guides

How to Measure Marketing ROI When You're Not a Data Scientist. The right questions can do the work of a data team.
LinkedIn Ads to Salesforce: Why Your Attribution Is Broken. The gap between what LinkedIn claims and what your CRM shows is a measurement problem nobody set up correctly.

questions

Questions about Meta Ads + Salesforce

What can I learn by connecting Meta Ads and Salesforce?

askotter puts Meta Ads and Salesforce numbers in one report, so you can see where customers came from and why a number moved.

How does askotter connect Meta Ads and Salesforce?

Live connections use a standard sign-in, and other tools use a file export. No developer is needed.

Is my data secure when connecting Meta Ads and Salesforce?

askotter uses encrypted connections and role-based access, and you control who on your staff sees what.

Meta Ads + Salesforce is coming soon

Talk to us about your timeline, and we will confirm the launch date before you commit.

Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.