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Salesforce

Connect Salesforce to capture attribution when Leads or Contacts are created. A Record-Triggered Flow with an HTTP Callout POSTs the record to Finseo, which parses the LeadSource (or a custom attribution field) and normalizes it into attribution channels.
Salesforce’s native Outbound Messages send XML and are not supported. Use a Flow with an HTTP Callout action instead — no Apex code required.

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Get your webhook URL

  1. In Finseo, open Integrations → Salesforce → Connect.
  2. Copy your personal webhook URL (contains your project ID, ?source=salesforce, and a secret token):

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Set up the Salesforce Flow

  1. In Setup → Flow Builder, create a Record-Triggered Flow.
  2. Object: Lead (or Contact), trigger: A record is created.
  3. Create a Named Credential for https://app.finseo.ai (required for HTTP Callouts).
  4. Add an HTTP Callout action: method POST, path /api/attribution/webhook/YOUR_PROJECT_ID?source=salesforce&token=....
  5. Build the JSON body from record fields — map at minimum LeadSource, Email, Name, and optionally an Amount for deal value.
  6. Activate the Flow.

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Test and map fields

  • Use the live listener in the Finseo connect dialog: create a test Lead and inspect the received payload.
  • If the attribution value sits in a custom field instead of LeadSource, point Finseo at it via Field Mapping.

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Troubleshooting

Check that the Named Credential points to https://app.finseo.ai and that the callout path includes the full query string with source and token.
Finseo maps common LeadSource values (e.g. “ChatGPT”, “Google”, “Referral”) automatically. For custom picklist values, use Field Mapping or adjust the picklist labels.