Sync your lead ads and automatically update your custom audiences with Salesforce Sales Cloud

Usage

Salesforce Sales Cloud can be used as:

• Lead flow destination
• Audience flow source
  

When working with lead flows, you can create new Leads or Contacts in your Salesforce account and optionally add them as members of a campaign of your choice. When working with audience flows, you can pull Leads or Contacts in your Salesforce account that are members of a given campaign.

Connecting your account

Connecting your Salesforce Sales Cloud account with Ads Workbench is really simple. You just need to follow these steps:

• Go on the left menu  -> Integrations
• Click on the button “Create new”
• Enter a name for the integration and select “Salesforce Sales Cloud” from the Type dropdown list
• Click on the button “Authorize”
• Ads Workbench will redirect you to the Salesforce Sales Cloud authorization login page where you will be able to choose which Salesforce Sales Cloud account you want to connect

• Finally click on the button “Save”

Creating a lead flow

A lead flow is an automation that allows you to collect the leads coming from a source and send them to multiple destinations. Once your ad account is connected and your have created the integrations for the systems where the leads will be sent, you can create you lead flow as described in the following video:

Creating an audience flow

An audience flow is an automation that allows you to keep fresh your custom audiences using as an input your subscribers' or contacts' data. Once your ad account is connected and your have created the integrations for the systems where your contacts' data is stored you can create you audience flow as described in the following video:              

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