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Overview
This integration connects your Salesforce CRM with Everflow, allowing you to synchronize lead statuses and opportunity stages between both platforms.
By mapping Salesforce lead statuses to Everflow Conversions or Events, you maintain consistent reporting across your marketing and sales systems.
Prerequisites
An active Salesforce account
Access to your Everflow dashboard
Permission to modify website code (for Lead Source ID method)
This integration does not support passing a dynamic amount (RPS/CPS setups). If you need to track dynamic revenue or payout per event, you must use an Automated Workflow such as Zapier.
Integration Methods
You can integrate Salesforce with Everflow using two methods:
- Email Address Attribution: Matches Salesforce leads with Everflow events using email addresses
- Lead Source ID: Functions similarly to Everflow's Transaction ID, providing direct linking between platforms
Setting Up Lead Status Tracking
Method 1: Implementing on Existing Forms
Add the following code to the "head" section of your form page:
Add this hidden input field to your form:
Method 2: Creating a New Web-to-Lead Form
Log in to Salesforce
Click the settings icon
Search for "web" and select
Web-to-Lead Setup
Include the
Lead Source
field when creating your form
Configuring Lead Status in Everflow
Navigate to
Integrations - CRM
Click
Connect Integration
next to SalesforceOnce connected, click
Configure
Navigate to the
Lead
tab and click Edit
under Configure Salesforce Lead
Select your target:
Advertiser
for Advertiser-level eventsOffer
for Offer-level eventsChoose the specific Advertiser or Offer
Map each Salesforce Lead Status to the appropriate Everflow Event
Click
Save
Setting Up Opportunity Stage Tracking
Opportunity stages track where opportunities are in your sales process (e.g., Prospecting, Pledged, Closed/Won).
Requirements:
- A primary contact must be assigned to each opportunity
- The contact must have a valid email address
- Everflow must have already tracked a valid lead with that email address
Configuration Steps
Navigate to
Integrations > CRM > Configure
Go to the
Opportunity
tabClick
Edit
under Configure Salesforce Opportunity
Select your target:
Advertiser (Brand)
for Advertiser-level eventsOffer
for Offer-level eventsChoose the specific Advertiser or Offer
Map each Salesforce Opportunity Stage to the appropriate Everflow Event
Click
Save
Important Considerations
Key points to remember when integrating with Salesforce.
The integration must be reconfigured if new Lead Statuses or Opportunity Stages are added in Salesforce.
For Salesforce offers, ensure you:
Set up all trackable events as leads or opportunities.
Enable
Email Ownership
under the Attribution
tab when using Email Address method.Consider enabling
Direct Linking
under the Tracking & Controls
tab.
