Salesforce

Connect Salesforce to attribute leads, contacts, and opportunities to ChatGPT, Perplexity, Claude, and other AI sources via native Flow HTTP Callout.

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Overview

What you get with the Salesforce integration

Finseo connects to Salesforce via the native Flow HTTP Callout action introduced in Spring 23. No Apex code required. You build a Record Triggered Flow on Lead or Contact creation that POSTs the record fields to Finseo. Finseo categorizes the LeadSource into AI source buckets (ChatGPT, Perplexity, Claude, etc.) and ties pipeline revenue back to each engine.

Use cases

What you can do with Salesforce and Finseo

Real ways Salesforce customers use Finseo to track and grow AI search revenue.

1. Lead AI source categorization
   When a new Lead is created with LeadSource set, Finseo categorizes it into AI source buckets and tracks it in your attribution dashboard.

2. Opportunity revenue tracking
   When an Opportunity stage changes to Closed Won, Finseo ties the Amount back to the original AI source. See revenue per AI engine over time.

3. Multi-touch attribution
   Combine Salesforce Campaign Member data with Finseo AI source data to see the AI engine influence across the full B2B funnel.

4. Account based attribution
   For ABM teams, attribute account level engagement back to AI sources. See which target accounts engaged via AI search before becoming opportunities.

5. Sales rep enablement
   Reps see the AI source on each lead. Use this context to tailor outreach: a Perplexity lead has different intent than a ChatGPT lead, and very different conversion rates.

Why it matters

Why Salesforce customers need AI visibility tracking

Salesforce is the dominant CRM for enterprise B2B with over 150,000 customers. Most Salesforce setups already collect LeadSource, but the data is unstructured and disconnected from marketing channel ROI reporting. Finseo categorizes LeadSource into AI source buckets and ties revenue to specific AI engines. You finally get an answer to "How much pipeline does ChatGPT drive for us?" backed by your Salesforce data.

Comparison

Salesforce alone vs Salesforce with Finseo

How using Salesforce on its own compares to pairing it with Finseo for AI visibility and attribution.

AI source categorization

Salesforce alone
Unstructured LeadSource
With Finseo
Auto categorized into AI buckets

Revenue attribution

Salesforce alone
Disconnected from channel ROI
With Finseo
Tied to AI source per deal

Setup

Salesforce alone
Apex or paid add-ons
With Finseo
No code Flow HTTP Callout

Sales team context

Salesforce alone
LeadSource as text only
With Finseo
AI source visible per record

ROI reporting

Salesforce alone
Manual exports
With Finseo
Live AI engine breakdown

Multi-touch

Salesforce alone
Last touch dominant
With Finseo
Full lifecycle support

How to connect

How to connect Salesforce to Finseo

A few steps to wire up your Salesforce account with Finseo. No code required.

1. Get your Finseo webhook URL
   In Finseo, click Connect on the Salesforce integration card to reveal your project specific webhook URL.

2. Create a Named Credential
   In Salesforce Setup, go to Named Credentials and create one pointing to your Finseo webhook URL with No Authentication. This lets Flow HTTP Callout reference it cleanly.

3. Create a Record Triggered Flow
   Go to Flow Builder, then New Flow, then Record Triggered Flow. Set Object to Lead, Trigger to A record is created.

4. Add an HTTP Callout action
   Add an HTTP Callout action, select your Named Credential, set Method to POST. Map Lead fields (LeadSource, Email, Name, Amount) into the JSON request body.

5. Activate the Flow
   Save and activate. Create a test Lead with LeadSource = "ChatGPT" to verify data flows to the Finseo Attribution dashboard.

FAQ

Frequently asked questions about the Salesforce integration

Do I need Salesforce Enterprise for this?
Yes. Flow HTTP Callout is available on Salesforce Enterprise, Unlimited, and Developer editions. Professional edition does not support HTTP Callout. If you are on Professional, use Zapier or Make as a bridge to POST Salesforce data to the Finseo API.

Do I need to write Apex code?
No. Flow HTTP Callout (introduced in Spring 23) is fully no code. You configure the Named Credential and HTTP Callout action visually in Flow Builder. No Apex, no triggers, no managed packages required.

What records can I attribute?
Leads, Contacts, Opportunities, and Accounts. Most teams trigger on Lead creation for new leads, Contact creation for closed Lead conversions, and Opportunity stage change for revenue events. You can build separate Flows per object.

Can I send Opportunity Amount for revenue tracking?
Yes. Build an Opportunity Record Triggered Flow on stage change to Closed Won. Map Amount, CurrencyIsoCode, AccountId, OwnerId, and the original LeadSource (via the converted Lead). Finseo ties revenue back to the AI source automatically.

How does Finseo categorize LeadSource values?
Finseo uses a continuously updated AI source taxonomy. Values like "ChatGPT", "AI Search ChatGPT", "Perplexity recommended", "Found via Claude" are categorized into ai_chatgpt, ai_perplexity, ai_Claude buckets. Custom LeadSource picklist values are mapped automatically based on text matching.

What about Salesforce Outbound Messages?
Outbound Messages send XML, which is not supported by Finseo. Use Flow HTTP Callout instead. It sends JSON, supports modern authentication, and is easier to maintain than Outbound Messages.

Is the integration real-time?
Yes. Flow HTTP Callouts fire within seconds of the trigger condition. Finseo processes the payload, categorizes the source, and updates the dashboard within 5 to 10 seconds.

Does Finseo write back to Salesforce?
No. The current integration is one way (Salesforce to Finseo). The agent does not edit Salesforce records, opportunities, or fields. For bidirectional sync (e.g. updating Salesforce with AI visibility scores), contact us about a custom integration.