How to Integrate Salesforce with Pinterest Ads: Your Guide to Enhanced Marketing Automation

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In the constantly evolving world of digital marketing, you’re always looking for new ways to streamline operations and boost your results. One powerful method that’s becoming increasingly popular is integrating Salesforce with Pinterest Ads. This dynamic combination unlocks a wealth of potential for marketers seeking to automate their processes and harness the full power of data-driven advertising.

Salesforce, a leading customer relationship management (CRM) platform, offers robust capabilities for tracking customer behavior and managing interactions. When it’s integrated with Pinterest Ads, you can directly feed this rich CRM data into your ad campaigns. The result? More targeted promotions that resonate with your audience on a deeper level.

Consider how much time you could save by automating repetitive tasks like importing leads or updating campaign reports. With Salesforce and Pinterest Ads working together in harmony, it becomes easier than ever to manage these tasks efficiently while simultaneously enhancing the effectiveness of your advertising efforts.

What is Salesforce?

So, you’re wondering what Salesforce is. Well, it’s a customer relationship management (CRM) platform that brings companies and customers together. It’s an integrated CRM platform that offers all your departments including marketing, sales, commerce, and service a single, shared view of every customer.

How does it work? Imagine you’re running a business – you’ve got products to sell and customers to serve. But managing your relationships with these customers can be tough without the right tools. That’s where Salesforce comes in! It provides tools for tracking and managing your relationships with existing clients as well as potential ones.

You might ask yourself why Salesforce? Why not just use spreadsheets or databases to manage these relationships? Here’s the thing – unlike traditional methods which can be time-consuming and error-prone, Salesforce automates these processes for efficiency. It helps businesses track customer activity like website visits and email responses as well as manage tasks such as delivering timely follow-ups.

One key feature of Salesforce is its ability to customize solutions according to specific needs of individual businesses. Whether you have a small start-up or a large corporation, there are different packages available that cater specifically towards your needs.

Finally: data analytics! A big part of understanding your customers’ needs involves analyzing their behavior patterns. With comprehensive dashboards and reporting features built into the CRM software itself, businesses can get insights on trends that help them make strategic decisions about their marketing campaigns.

In essence:

  • Salesforce is an integrated CRM platform.
  • It offers tools for efficient tracking and management of customer relationships.
  • Its customizable options cater to both small start-ups and large corporations alike.
  • Data analytics provide valuable insights into customer behavior patterns.

When it comes down to it – if you’re looking for smarter ways to connect with your customers while optimizing operational efficiency – then look no further than Salesforce!

What are Pinterest Ads?

Let’s open the book on Pinterest Ads, shall we? If you’re not familiar with them yet, they’re essentially promoted pins that businesses pay for to reach more people. They appear in your home feed and search results just like any other pin, but they’ve got a little “Promoted” tag. That’s how you know it’s an ad.

But here’s what sets Pinterest Ads apart. Unlike other platforms where ads might feel intrusive or out of place, Pinterest has nailed the art of seamless integration. It’s because most pins are already about shopping or planning something new – from home renovations to recipes to try.

So when you’re browsing for ideas and inspiration, seeing a promoted pin doesn’t disrupt your experience – it enhances it. This is why many businesses find great value in using Pinterest Ads.

A few key types of Pinterest ads include Promoted Pins, One-tap Pins, Video Pins and Shopping Pins:

  • Promoted Pins work like regular pins except they have some extra juice: Businesses pay to have them seen by more people.
  • With One-tap Pins, users can go directly from discovery to purchase with just one tap.
  • Video Pins capture attention quickly with motion and sound.
  • And finally, Shopping Pins make buying products easy by linking directly to your online store.

To sum up – if you’re looking for a marketing platform that blends into user behavior instead of interrupting it, then Pinterest Ads could be exactly what you’re after!

The Benefits of Integrating Salesforce with Pinterest Ads

Imagine boosting your marketing efforts by linking two powerful platforms together. That’s exactly what happens when you integrate Salesforce with Pinterest ads. There’s a world of benefits waiting for you, so let’s dive in and explore.

First off, this integration provides a more streamlined workflow. Instead of switching between different tools, everything is conveniently located in one place. You’ll not only save time but also reduce the risk of errors that can occur when transferring data manually.

A key advantage here is improved targeting capabilities. With Salesforce and Pinterest combined, it becomes easier to segment your audience based on their interests and behaviors. This means you’re able to tailor your ads to the right people at the right time — making your advertising efforts more effective.

Next up? Enhanced customer insights. Salesforce integration allows you to track how users are interacting with your Pinterest ads directly within its interface. You’ll gain valuable information about which pins are performing well, who’s engaging with them, and why they’re successful.

Let’s not forget about increased automation either! When integrated correctly, these platforms can trigger actions based on specific criteria or events. For example:

  • If a user saves one of your pins
  • If someone clicks through to visit your website
  • Or even if a person makes a purchase after seeing an ad

These automated triggers make managing campaigns simpler while maximizing efficiency.

Last but certainly not least is better ROI tracking. With both systems integrated, it becomes easier to measure the effectiveness of each campaign in terms of conversions and sales generated – all vital metrics for assessing the success and profitability of your marketing efforts.

To sum things up; integrating Salesforce with Pinterest Ads equips marketers like yourself with enhanced capabilities that help streamline workflows, improve targeting & customer insights while increasing automation for better campaign management and ultimately leading towards improved return on investment.

Step-by-Step Guide to Integrating Salesforce with Pinterest Ads

Ready to get more out of your marketing efforts? Combining the power of Salesforce, a leading customer relationship management platform, and Pinterest Ads can give you just that. Here’s a step-by-step guide on how to integrate these two powerful tools for better marketing automation.

First off, you’ll need an active account on both Salesforce and Pinterest. If you don’t have one yet, head over to their respective websites and sign up.

Next up is connecting your Salesforce account with Pinterest. This might seem daunting at first but don’t worry—it’s not as complex as it sounds. Look for “Apps” in the main menu of your Salesforce dashboard. Search for ‘Pinterest Ads’ in the search bar provided, then select it from the search results. Once installed, follow the instructions given by the app to connect your accounts.

Now that your accounts are connected, it’s time to map out how data will flow between them—this is known as setting up integration rules. For example:

  • When a new lead comes in from a Pinterest Ad: Create or update that lead in Salesforce.
  • When an existing contact interacts with a Pinterest Ad: Update their record in Salesforce.

Take some time here—setting up these rules right will ensure seamless communication between platforms.

With all set-up done, you’re now ready to test out this new integration! Run a small ad campaign on Pinterest and observe if its data is correctly being reflected within Salesforce. Is everything working smoothly? Great! You’re all set for improved marketing automation!

Remember: Marketing success doesn’t happen overnight—it takes constant testing and analysis before finding what works best for your brand. So be patient and keep fine-tuning until you find that perfect mix!

There’s no denying that integrating these platforms will require some work upfront—but believe us when we say it’s worth every minute spent! With more data at your fingertips, you’ll be able to make more informed decisions which will ultimately lead to better results. And isn’t that what we all want?

Lastly, keep in mind that Salesforce and Pinterest constantly update their platforms. So be sure to stay updated!

Setting up Salesforce Integration

Let’s dive right into the process of integrating Salesforce with Pinterest Ads. This integration is a boon for marketers as it automates data sharing between the two platforms, thus streamlining marketing efforts and saving precious time.

Firstly, you’ll need to have access to both Salesforce and Pinterest Business accounts. Make sure that you’re an administrator or have sufficient privileges in both these platforms. If not, get in touch with your team lead or IT department – they’ll be able to help you out.

Once you’ve confirmed your access, head over to your Salesforce account. Navigate to the “AppExchange” section and look for ‘Pinterest Ads’. Click on ‘Get It Now’ and follow through with the prompts for installation.

After successful installation, it’s time to configure the setup within Salesforce. You’ll find a new tab labeled ‘Pinterest Ads’ in your dashboard. Open this tab and hit ‘Configure’. Here’s where things might get a bit tricky! You will need certain credentials such as ‘Access Token’, ‘Advertiser ID’, etc., from your Pinterest Business Account.

Don’t fret if it sounds too technical! Go back to your Pinterest Business account; under settings, look for an option that says “Apps”. Click on it and generate new credentials specifically for Salesforce integration. Copy these details carefully because they are unique identifiers that connect the two platforms securely.

With all necessary information at hand, return back to Salesforce’s ‘Pinterest Ads’ configuration page and fill in each field accurately with corresponding values from Pinterest. Once done, hit ‘Save’.

Congratulations! Your setup process is complete now.


  • Always double-check any IDs or tokens
  • Do not share sensitive details like Access Tokens or Advertiser IDs
  • Regularly monitor ad performance via Reports feature within Salesforce

By integrating these two powerful tools together, you’re setting yourself up for more efficient marketing campaigns – ones that use accurate, up-to-date data to deliver results. Enjoy your newfound automation capabilities!

Setting up Pinterest Ads Integration

Ready to take your marketing automation game up a notch? Let’s talk about integrating Salesforce with Pinterest Ads. We’ve broken down the step-by-step process below, so you’ll have everything running smoothly in no time.

First off, you need to log into your Salesforce account. From there, head on over to the AppExchange marketplace and search for ‘Pinterest Ads Integration’. Once you’ve located it, click on ‘Get It Now’. This will initiate the installation process into your Salesforce environment.

Now comes the configuration part. After successful installation, navigate to your Salesforce settings and find the Pinterest Ads app settings section. Here’s where you’ll connect your Pinterest business account by entering necessary credentials such as Access Token and Client ID.

A major aspect of this integration is mapping data between two platforms. To ensure seamless data flow from Pinterest Ads to Salesforce, make sure that ad campaign metrics correspond with fields in Salesforce leads or opportunities module.

Here are some considerations while setting up field mapping:

  • The default size limit for text fields in Salesforce is 255 characters but if any field from Pinterest contains more than 255 characters then you’d want to increase this limit.
  • Date/time information should match the format used in both systems – for example MM/DD/YYYY HH:MM:SS.
  • For multi-select picklists in Salesforce, values coming from Pinterest should be separated by semicolon (;).

Once done with these steps, it’s time for testing phase! Run a few ad campaigns on Pinterest and check if their corresponding data gets properly reflected within appropriate modules of salesforce like leads or opportunities etc.

Just remember that consistency is key here – ensuring that each piece of data aligns correctly between both platforms will significantly streamline your marketing efforts. It might seem daunting at first but trust us when we say it’s worth every minute spent setting things up right!

By following these steps meticulously, before long you’ll start reaping the benefits of integrating Pinterest Ads with Salesforce. The unified view of customer journey, ability to measure ad campaign effectiveness and better automation capabilities are just a few ways this integration will help improve your marketing strategies. Happy pinning!

Mapping Data between Salesforce and Pinterest Ads

You’ve probably wondered how to get the most out of your marketing automation. Well, integrating Salesforce with Pinterest Ads can be a game-changer. It’s all about creating synergy between your CRM and social media advertising.

The first step is understanding the data each platform generates. For instance, Salesforce provides you with customer information such as their purchase history or preferences. On the other hand, Pinterest gives insights into user engagement – what they pin, repin or ignore.

Here’s where mapping data comes in handy:

  • Creating custom audiences in Pinterest using Salesforce data
  • Tracking ad performance by pulling conversion data from Pinterest into Salesforce

It’s like connecting puzzle pieces that fit together perfectly.

So how do you go about it? Start by identifying common fields between the two platforms. These might include email addresses, names or demographics – basically any shared identifiers that can help match records across both systems.

Next up is establishing rules for syncing this info. You have two options here: one-way sync (from Salesforce to Pinterest) or two-way sync (back and forth). The latter allows for real-time updates on both ends but requires more sophisticated integration efforts.

Finally, test everything out before full implementation. This might seem like a no-brainer but it’s crucial to ensure smooth operation down the line.

By effectively mapping your data between these platforms, you’re setting yourself up for success in your marketing automation efforts. And remember, it’s not just about gathering more information but putting it to good use.

Automating Marketing Processes with Salesforce and Pinterest Ads

Imagine a world where your marketing efforts are fully optimized, saving you valuable time and resources. That’s what integrating Salesforce with Pinterest Ads can do for you. By creating a seamless connection between these two powerful platforms, you’re able to streamline your marketing processes and focus on what really matters: growing your business.

Let’s delve into the specifics. Salesforce, a leading customer relationship management (CRM) platform, offers robust solutions for managing and analyzing customer interactions and data. It’s a tool that allows businesses to effectively manage their sales, customer service, and marketing tasks in one place.

On the other hand, Pinterest Ads is an advertising platform catering to visually-focused audiences. It provides marketers with unique opportunities to engage potential customers through compelling imagery and creative content.

Now imagine combining these two systems. The integration of Salesforce with Pinterest Ads gives your business the ability to automatically sync leads from Pinterest ads directly into your CRM system. This ensures you’re always up-to-date on any new leads or customers that have come through via Pinterest advertising campaigns.

Here are some advantages of this integration:

  • Streamlined lead tracking: No more manual inputting of data from one system to another.
  • Real-time updates: Any change in status (from lead to customer) gets updated instantly in both systems.
  • Better analytics: With all data centralized in one location, it becomes easier than ever before to analyse campaign performance.

By automating these processes using Salesforce and Pinterest Ads integration, you give yourself more time for strategic planning and creativity which are critical components of successful digital marketing campaigns.

So why wait? Harness the power of automation today by integrating Salesforce with your Pinterest Ads account! Remember though that while we’ve discussed some key benefits here, each business is unique so make sure it aligns well with yours before taking the plunge!

This section will be followed by another diving deeper into how exactly this integration can be done, providing you with a step-by-step guide. So stay tuned!

Measuring the Success of the Integration

To ensure your Salesforce and Pinterest Ads integration is driving marketing automation success, you’ll need to measure its impact. One key metric you should look at is the conversion rate. This reflects how many leads generated from Pinterest ads become customers in your Salesforce CRM system.

Another crucial metric is Return on Ad Spend (ROAS). By tracking this in Salesforce, you’re able to see exactly how much revenue each Pinterest ad generates for your business. You can calculate ROAS by dividing total revenue by total ad spend:

Total RevenueTotal Ad SpendROAS

This means that for every dollar spent on ads, you’ve earned five dollars in return.

You may also want to consider customer lifetime value (CLTV) which gives an estimate of the total worth of a customer over their entire relationship with your company. A higher CLTV often indicates successful marketing automation as it suggests that customers are remaining loyal and making repeat purchases.

Finally, don’t forget about engagement metrics such as click-through rates (CTR), repins or saves on Pinterest and social shares, all measurable within both platforms.

  • CTR: Indicates how many people clicked on your ad out of those who saw it.
  • Repins/Saves: These show how many people found your content interesting enough to save for later or share with others.
  • Social Shares: This tracks how frequently your content is shared across different social media platforms.

Using these measurements will help you understand if integrating Salesforce with Pinterest Ads has improved your marketing automation efforts, allowing you to make data-driven decisions moving forward.


So, you’ve made it to the end of our guide on integrating Salesforce with Pinterest Ads for better marketing automation. Let’s recap what we’ve covered so far, shall we?

Firstly, we explored why this integration is crucial for your business. You now understand how this combination can streamline your processes and improve the effectiveness of your online advertising efforts. It’s a win-win situation: you save time and resources while simultaneously boosting your marketing performance.

We didn’t just throw concepts at you; instead, we walked through step-by-step instructions on how to effectively link both platforms. By now, you should be able to:

  • Connect Salesforce with Pinterest Ads
  • Sync customer data between the two platforms
  • Automate Pinterest Ad campaigns using Salesforce data

Remember that practice makes perfect. So don’t hesitate to revisit these steps until they become second nature.

This integration might not transform your business overnight – but give it some time! As weeks turn into months, you’ll notice gradual improvements in campaign efficiency and overall marketing results.

Finally, always keep an eye out for updates from both Salesforce and Pinterest as they continually evolve their offerings. Staying up-to-date will ensure that you’re leveraging all available features and capabilities in this potent combination.

Now it’s over to you: go forth and supercharge your marketing automation with Salesforce and Pinterest Ads!

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