Customer Journey Mapping: Meta Ads + Salesforce
What do customers do before they call or book? askotter reads Meta Ads and Salesforce together and answers it for your business, by text.
How does customer journey mapping with Meta Ads and Salesforce work for a small business?
askotter reads Meta Ads and Salesforce side by side so it can map the path customers take across your accounts. The whole path in one view, with every visit and decision point on it.
Read the full answerShow less
The owner asks follow-up 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.
What do customers do before they call or book?
On paper the path is simple: someone sees an ad, visits the site and books. In real life they search twice, read reviews and come back days later on a different phone. Each tool sees only its own piece.
How askotter handles it
askotter reads Meta Ads and Salesforce side by side, so it can map the path customers take across your accounts.
A person checks the result before it reaches you. This is part of our PPC management work.
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.
What customer journey mapping uses from each
Customer journey mapping needs the order of events for one person.
From Meta Ads that means the ad and creative each visitor clicked. From Salesforce it means lead conversion date and opportunity stage history.
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.
Services that use these connections
Other analyses: Meta Ads + Salesforce
Questions about Meta Ads + Salesforce
Do I need a developer to connect Meta Ads and Salesforce?
How is askotter's Customer Journey Mapping different from what Meta Ads shows on its own?
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.