Your Single Source of Truth

Unlock Revenue Intelligence with Salesforce Attribution

Know exactly where your customers come from

 Stop guessing which channels drive pipeline. With Source’s Salesforce Attribution integration, you’ll see the full journey from first touch to closed-won, right inside your CRM. Gain total clarity on what’s working — and what’s not — across your entire funnel.

Join the waitlist and get notified when you can use Source.



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SALESFORCE ATTRIBUTION

See exactly which channels drive your Salesforce pipeline

Salesforce is where your go-to-market data lives — but it doesn’t tell you why leads turn into deals. That’s where Salesforce Attribution from Source comes in.
Source captures every marketing touchpoint, connects it to your Salesforce leads and opportunities, and helps you:



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Identify which campaigns and channels drive revenue
Reduce wasted ad spend
Prove marketing ROI with precision
Align marketing and sales around a single source of truth


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THE INTEGRATION

Real-time attribution, directly in Salesforce

With the Source + Salesforce integration, you can:

Auto-sync leads, contacts & opportunities

Automatically sync leads, contacts, accounts, and opportunities between Source and Salesforce

Enrich every record with attribution data

Enrich Salesforce objects with multi-touch attribution data — including first touch, last touch, and full-path models

Real-time updates every
5 minutes

Update attribution data in real time, every few minutes

Build dashboards with attribution data

Build dashboards and reports in Salesforce to visualize pipeline sources, ROI, and conversion paths

Marketing channels
Source
Salesforce
Closed-won

FEATURES

Everything you need for enterprise-grade Salesforce Attribution

Multi-Touch Attribution Inside Salesforce

Get granular insight into every touchpoint — from ad clicks to demo requests to deal close.

Automated Data Sync

Keep your CRM and Source data perfectly aligned — no manual imports or data merges.

Full-Funnel Visibility

View the complete journey from marketing to sales directly in Salesforce dashboards.

Revenue Reporting Made Simple

Attribute closed-won revenue to real campaigns and channels — finally prove what’s driving growth.

Built for Scale and Security

Enterprise-ready integration with SOC 2 practices, RBAC, and self-hosted options.

HOW IT WORKS

Set up Salesforce Attribution in three easy steps

1
Connect Your Salesforce Account

Go to Connections → Salesforce → Connect. Sign in to Salesforce and approve permissions.

2
Configure Your Sync

Map your Salesforce objects (Leads, Accounts, Opportunities) to Source. Choose what data flows in and out.

3
Visualize and Optimize

Use Source attribution data in Salesforce dashboards, workflows, and opportunity reports. Find your highest-performing channels and double down.

FOR WHO

Perfect for growth-focused B2B teams

If you rely on Salesforce to manage leads and deals, Source’s Salesforce Attribution helps you:

Understand which campaigns create the most qualified opportunities
Optimize ad spend and content strategy
Build accurate revenue reports
Give executives and board members proof of ROI

Start tracking Salesforce Attribution — free forever

Connect Source with Salesforce and start capturing marketing attribution instantly. Our free plan includes full data syncs, attribution fields, and CRM reporting out of the box.



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FAQ

How long does setup take?

Less than five minutes — simply connect and approve permissions.

Does Source update Salesforce automatically?

Yes. Syncs run continuously to keep your CRM data current.

Can I customize attribution models?

Absolutely. Use first-touch, last-touch, or multi-touch attribution — or configure your own weighted model.



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Ready to transform your Salesforce data into revenue insights?

Connect Source to Salesforce and see what’s really driving growth.
 Start for free — no engineering required.



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