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Cleot Campaign Attribution App

The Cleot Campaign Attribution App automatically tracks marketing campaign interactions and attributes them to revenue-generating Opportunities in Salesforce.

What It Does​

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

Key Features​

  • Automatic touchpoint creation when Leads or Contacts join Campaigns
  • Opportunity attribution linking campaign interactions to open Opportunities
  • Flexible attribution models including Even, Position-Weighted, and Time-Decay distribution
  • Won revenue tracking for Closed Won Opportunities
  • Lifecycle stage tracking capturing the stage at each interaction
  • Campaign type exclusions to control which campaigns generate touchpoints
  • Pre-built reports for campaign performance, pipeline influence, and ROI analysis

Next Steps​