Salesforce Integration

Connect your Salesforce data to Whatagraph to analyze and share all your marketing, sales, customer service, operations, and content management performance and cut the reporting time to just minutes. Seamlessly incorporate data from multiple platforms into one comprehensive marketing report via a fully managed Salesforce integration. Blend and organize complex Salesforce datasets to get clear actionable insights that enable quicker and more informed strategic decisions. Combine your Salesforce data with metrics from your website analytics or email marketing tools. Automate report sharing and save more time for data analysis and client communication.

Salesforce Integration - No Code Connector
58K
reports built monthly
45+
native integrations
2000+
pre-made widgets
Trusted by 1,000+ marketing agencies and brands around the world
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Manage all your Salesforce data with a direct connector to Salesforce API

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Connect
Connect to your sources with a stable, native integration that doesn't break. No extra connectors or set up needed.
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Organize
Manage and transform your data without a single line of code. Ask AI to create custom blends, metrics, and dimensions.
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Visualize
Ask AI to create stunning reports from your cross-channel data in seconds. Customize reports instantly from just a screenshot or a prompt.
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Transfer to BigQuery
Move data from this source to BigQuery for safer storage and faster analytics. Easily set up automated data flow in Whatagraph.

Blend your Salesforce metrics with data from other marketing tools

Quickly and securely combine data from your Salesforce platform with metrics from your e-commerce, email, and other digital marketing software. An out-of-the-box Salesforce connector lets you link any Salesforce source without coding and create a comprehensive analysis- or presentation-ready cross-channel display. Pull in all Salesforce contacts and lifecycle stages. Organize the connected customer data and perform game-changing transformations that don’t affect the underlying data. Visualize leads, customers, and opportunities for all your contacts and lifecycle stages. Share the insights with clients or stakeholders via scheduled emails or live links.
Salesforce Inbound Marketing Report
Email E-commerce Overview
Salesforce Inbound Marketing Report

Salesforce metrics available instantly in Whatagraph

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Annual Revenue
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Number Of Employees
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Price
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Quantity
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Sum Downtime
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Sum Unplanned Downtime
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Total Lifecycle Amount
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Actual Cost
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Amount All Opportunities
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AmountWonOpportunities
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Budgeted Cost
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Hierarchy Actual Cost
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Hierarchy Expected Revenue
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Hierarchy Number Sent
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Number Of Contacts
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Number Of Converted Leads
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Number Of Leads
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Number Of Opportunities
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Number Of Responses
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Number Of Won Opportunities
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Number Sent
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Total Amount All Opportunities
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Total Amount All Won Opportunities
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Total Number Of Contacts
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Total Number Of Converted Leads
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Total Number Of Leads
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Total Number Of Opportunities
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Total Number Of Responses
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Total Number Of Won Opportunities
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Total Tracked Link Clicks
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Unique Tracked Link Clicks
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Click Through Rate
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Click To Open Ratio
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Delivery Rate
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Open Rate
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Opt Out Rate
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Spam Complaint Rate
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Total Delivered
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Total Hard Bounced
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Total Opens
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Total Sent
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Total Soft Bounced
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Unique Click Through Rate
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Unique Opens

Check out related integrations:

HubSpot
HubSpot

Explore marketing automation and custom report features

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Linked reports
Create team templates and connect as many reports as needed. Never again manually edit hundreds of similar reports one by one.
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Overview reports
Monitor your overall performance across regions or accounts and find new opportunities for growth.
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Custom branding
Add any logos, color themes, and link reports to your own domain name.
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Data blending
Combine metrics from multiple data sources in a widget or table to track cross-channel campaigns in one place.

Frequently Asked Questions

All your questions answered. And if you can’t find it here, chat to our friendly team.

Do I need a separate tool to visualize Salesforce data?

No, you don’t need any other tool to visualize your Salesforce data. Whatagraph is an all-in-one marketing data platform to connect, organize, visualize, and share all your data.

This makes Whatagraph a better choice than other Salesforce integration software that provide only the data integration functionality, so users need to use a separate tool to visualize their data. Having one platform to connect, organize, visualize, and share data streamlines marketing data management and allows marketing teams to share key insights with decision-makers.

Do I have to purchase a data connector for Salesforce?

No, you don’t have to purchase a data connector for Salesforce. In Whatagraph, Salesforce CRM integration is available in all pricing plans along with 45+ more integrations. This means you can start using our Salesforce data connector the moment you log in to your Whatagraph account.

What other marketing data sources can I connect alongside Salesforce?

Apart from Salesforce sources, you can connect Hubspot, Google Analytics 4, social media like Facebook Page and Instagram, SEO tools, PPC platforms like Google Ads and Microsoft Advertising, e-commerce apps like Shopify and WooCommerce, and email marketing tools like Campaign Monitor and Klaviyo.

If you can’t find the integration for your data source, connect it via a Custom API or export it to Google Sheets docs or BigQuery data warehouse and add it as a source. This type of integration can connect data from a legacy system or any other custom data source.

How to connect Salesforce API to Whatagraph?

Whatagraph has a pre-built Salesforce CRM connector, so you don’t have to purchase and configure third-party data connectors. Adding a new Salesforce source is simple:

1. Go to the Data Sources menu and locate Salesforce among the channels.

2. Click +Add new in the Accounts column.

3. Give your Salesforce account a name and click Add account

4. From there, you’ll be redirected to log in into your Salesforce account

​5. All done.

Now you can use Salesforce API data to create a custom report or dashboard and add your Salesforce account as a source.

When you connect data from your customer relationship management to Whatagraph, you can organize datasets to get more granular insights by deals, customer demographics, or companies. You can visualize data in various widgets and share the insights via automated email attachments or live links for near real-time access.

What others think about Whatagraph

I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.

Mindaugas S., Marketing ConsultantCapterra logo for Whatagraph review

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Mindaugas S., Marketing Consultant

Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.

Nico T., Media PlannerCapterra logo for Whatagraph review

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Nico T., Media Planner

The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.

Rasmus Bernt K., External Senior Management ConsultantCapterra logo for Whatagraph review

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Rasmus Bernt K., External Senior Management Consultant

We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!

Stephanie S., Digital DirectorCapterra logo for Whatagraph review

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Stephanie S., Digital Director

We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.

John S., SEO StrategistCapterra logo for Whatagraph review

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John S., SEO Strategist

The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.

Erman E., Marketing SpecialistCapterra logo for Whatagraph review

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Erman E., Marketing Specialist

Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.

Brent N., Director of OperationsCapterra logo for Whatagraph review

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Brent N., Director of Operations

Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways. I especially like the automated report function, so I don't have to check on the same thing repeatedly.

Orsolya S., Online Marketing ManagerCapterra logo for Whatagraph review

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Orsolya S., Online Marketing Manager