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Cleot — Marketing Attribution for Salesforce

Know which campaigns drive revenue. Cleot automatically tracks marketing campaign interactions and attributes them to pipeline and revenue in Salesforce.

What It Does​

When a Lead or Contact is added to a Campaign, Cleot creates a Touchpoint record linking the person, the campaign, and (when applicable) an Opportunity together. Revenue credit is distributed across touchpoints using your chosen attribution model.

Key Features​

  • Explicit activation — the attribution engine ships disabled and must be activated in Settings before it begins processing
  • Automatic touchpoint creation — campaigns tracked automatically via native Salesforce triggers
  • Revenue attribution — attribute pipeline and revenue across contributing campaigns
  • Flexible attribution models — Even, Position-Weighted, and Time-Decay distribution
  • Won revenue tracking — for Closed Won Opportunities
  • Lead conversion tracking — track lifecycle stages at each interaction
  • Unified inclusion filters — define which Campaigns, Campaign Members, or Opportunities are included using criteria-based rules
  • Attribution scope — choose between Account-level or Contact Role-level attribution
  • Historical backfill — retroactively create touchpoints for existing campaign members
  • Built-in reports — pre-built reports for campaign performance, pipeline influence, and ROI

Next Steps​