Salesforce Data Integration — CRM Insights Unlocked

Connect Salesforce and let AI agents query leads, opportunities, pipeline data, and custom objects alongside ad spend from 1,000+ marketing sources.

SOC 2 Type II 1,000+ data sources Any warehouse or BI tool

Improvado Agent

Connected to Salesforce

What's our ROAS across all campaigns in the last 30 days?

Your overall ROAS is 3.8x across 47 active campaigns. Top performer is Q1 Retargeting - High Intent at 6.2x ROAS with $18,340 spend. Bottom three campaigns are averaging 1.4x and consuming $9,200/week.

Pause the three underperforming campaigns and reallocate that budget to the top performer

Done. Paused 3 campaigns (Q1 Prospecting - Cold, Brand Awareness Test, Lookalike Expansion v2) and increased daily budget on Q1 Retargeting - High Intent from $620 to $1,930. Projected monthly savings: $22,100 with estimated 47% lift in conversions.

Trusted by data-driven teams

1,000+

Integrations

200+

Salesforce Fields

99.9%

SLA Uptime

<5 min

Setup

SOC 2

Type II

Key Takeaways

Connect Salesforce CRM automatically

Improvado extracts leads, opportunities, accounts, and custom objects from Salesforce through secure API connections. Pull sales pipeline data, lead scores, conversion metrics, and custom field values without manual report exports. Set up automated data syncs every 15 minutes to 24 hours based on your sales cycle needs. Your Salesforce data flows into destinations like BigQuery, Snowflake, or Tableau with complete field mapping.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Salesforce API

15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.

Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.

Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio

AI Agent access via MCP Query, write, and monitor Salesforce through Claude, ChatGPT, Cursor, or any MCP client

Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.

OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.

Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.

Integration Details

Unified marketing and sales performance

Improvado's Marketing Common Data Model connects Salesforce CRM data with Google Ads, Facebook, and email marketing platforms. Match leads to their original marketing touchpoints and calculate true marketing ROI. Analyze which campaigns generate the highest-value opportunities and shortest sales cycles. Build end-to-end funnel reports that span marketing acquisition through sales conversion.

Salesforce REST API v59 · OAuth 2.0 · hourly · full + incremental

Schema Overview

Data objects and fields Improvado extracts from Salesforce

Object	Fields
Lead	Id FirstName LastName Company Email Status LeadSource Rating CreatedDate LastModifiedDate OwnerId ConvertedDate
Contact	Id FirstName LastName Email AccountId OwnerId LeadSource CreatedDate LastModifiedDate LastActivityDate
Opportunity	Id Name AccountId StageName Amount Probability CloseDate IsClosed IsWon LeadSource OwnerId CreatedDate LastModifiedDate
Account	Id Name Type Industry AnnualRevenue NumberOfEmployees OwnerId CreatedDate LastModifiedDate BillingCity BillingCountry
Task	Id Subject Status Priority ActivityDate OwnerId WhoId WhatId CreatedDate IsClosed
Campaign	Id Name Type Status StartDate EndDate NumberOfLeads NumberOfContacts AmountAllOpportunities NumberOfOpportunities

How it works

From connection to autonomous action in three steps

Connect

Authenticate your Salesforce account via OAuth in seconds. Improvado normalizes campaign data, spend, impressions, clicks, conversions, and ROAS across 1000+ marketing and sales sources automatically.

Ask

Ask about campaigns, ad sets, ROAS, CPC, CTR, conversion rates, impressions, and spend in plain English. The agent surfaces Salesforce Campaigns, Opportunities, and custom attribution fields instantly.

Act

The agent pauses underperforming campaigns, adjusts budgets, updates Campaign Status fields, creates new Salesforce Campaigns, and syncs attribution data back to Opportunity records. Every write operation is logged and auditable in real time.

Use Cases

What teams ask their AI agent about Salesforce

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →

Improvado Agent Analysis

Match Google Ads leads to Salesforce opportunities for accurate campaign ROI analysis

Your AI agent analyzes Salesforce data and delivers actionable insights — automatically, in seconds.

8 hrs → 20 min

Improvado Agent Cross-channel

Track marketing qualified leads through sales pipeline to optimize budget allocation

Your AI agent analyzes Salesforce data and delivers actionable insights — automatically, in seconds.

Manual → auto

Improvado Agent Reporting

Build executive reports showing marketing spend, leads, and closed revenue together

Your AI agent analyzes Salesforce data and delivers actionable insights — automatically, in seconds.

5 hrs → 15 min

AI Agent Access

Your agent doesn't just read Salesforce — it traces leads to closed revenue

Read

Read Campaign objects, spend, impressions, clicks, conversions, ROAS, CPC, CTR, conversion rates, Opportunity attribution, lead sources, and custom campaign fields across all Salesforce campaigns and ad accounts.

Write

Update Campaign Status, adjust daily budgets, pause or activate campaigns, modify bid strategies, create new Campaign records, and write conversion data back to Salesforce Opportunity and Lead objects.

Monitor

Monitor ROAS drops below thresholds, spend anomalies, CTR declines, conversion rate changes, budget pacing issues, and campaign performance shifts. Receive alerts when campaigns underperform or exceed cost caps.

AI agents match Google Ads lead IDs to Salesforce opportunities and calculate time-to-close by campaign source. They query custom objects and field values to segment pipeline by industry, deal size, or lead score, then correlate with Facebook spend. Agents monitor lead conversion rates and alert when marketing-qualified leads don't progress through sales stages as expected.

Claude ChatGPT Cursor Gemini Any MCP Client

Explore MCP →

Improvado Agent · Salesforce

You

Show campaigns with CTR below 1.8% and spend over $5k this month

Underperforming Campaigns

Campaign	Spend	CTR
Brand Awareness - Desktop	$8,240	1.12%
Product Launch - Display	$7,890	0.94%
Retargeting - Lookalike 3%	$6,550	1.43%
Lead Gen - Cold Audience	$5,920	1.29%
Seasonal Promo - Q1	$5,180	1.67%

5 campaigns · $33,780 total spend · avg 1.29% CTR

You

Reduce daily budget by 60% on all five campaigns

Budgets Updated

Estimated savings: $20,268/mo

Destinations

Send Salesforce data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

Snowflake → BigQuery → Redshift → Databricks → Power BI → Tableau → Looker Studio → Google Sheets → Domo → Excel → Qlik → Amazon S3 → Metabase → Grafana → PostgreSQL → Azure SQL →

SOC 2 Type II: Certified Security

HIPAA: Health Data Privacy

GDPR: EU Data Protection

CCPA: CA Privacy Standard

Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Salesforce as one of 1,000+ integrated sources.

Feature	Improvado	Supermetrics	Funnel.io	Fivetran
Data fields extracted	200+	~90	~120	~80
Total integrations	1,000+	~150	~500	~300
Cross-channel normalization (CDM)	✓ Built-in	✗ Manual	Basic mapping	✗ Raw only
AI Agent access (MCP)	✓ Read, Write, Monitor	✗	✗	✗
Data warehouse destinations	✓ 16+ warehouses & BI tools	Sheets, Looker, BigQuery	BigQuery, Snowflake, Redshift	✓ Broad warehouse support
Refresh frequency	Every 15 min	Scheduled triggers	Daily / 6hr	Every 15 min (premium)
SOC 2 Type II & HIPAA	✓	✗ SOC 2 only	✓ SOC 2	✓
Best for	Teams that want an AI agent, not a pipeline	Small teams, spreadsheets	Mid-market, data teams	Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

What Salesforce objects does Improvado extract?

Improvado pulls standard objects like Leads, Opportunities, Accounts, Contacts, and Cases from Salesforce. We also extract custom objects, custom fields, and calculated fields. You can select specific objects and fields during setup.

How does Improvado connect to Salesforce?

Improvado uses Salesforce's official REST API with OAuth authentication. You authorize read-only access through your Salesforce admin panel. All connections use encrypted protocols and support IP restrictions and SSO integration.

Can I get historical Salesforce data?

Yes, Improvado extracts all historical records from your Salesforce instance during initial setup. We pull complete opportunity history, lead progression, and account changes. Historical data availability depends on your Salesforce data retention settings.

How often does Salesforce data sync?

Salesforce data can sync every 15 minutes up to once daily, depending on your plan and data volume. Improvado uses incremental updates to only pull changed records. Large objects like Opportunities typically sync hourly while smaller objects can update more frequently.

Can I match Salesforce leads to marketing campaigns?

Yes, Improvado automatically maps lead sources, UTM parameters, and campaign IDs between Salesforce and marketing platforms. Match leads from Google Ads, Facebook, and email campaigns to their Salesforce records. Track campaign influence on opportunities and closed deals.

Does Improvado support Salesforce custom fields?

Yes, Improvado extracts all custom fields, custom objects, and calculated fields from Salesforce. We maintain field relationships and data types during extraction. Custom field mappings are preserved when data flows to your warehouse or analytics tools.

Customer stories

See all customer stories →

“Improvado saves about 90 hours per week and allows us to focus on data analysis rather than routine data aggregation, normalization, and formatting.”

Jeff LeeHead of Social, Media Buy, Influencer & Marketing Data, ASUS

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“Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours.”

Marc CerniglioInsights & Automation Manager, Chacka Marketing

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Put an AI agent on your Salesforce today

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