Journeys Through Search

Meta offline conversions + Salesforce integrationFacebook and Instagram ads, measured by Salesforce sales

Meta sees who clicked your Facebook and Instagram ads. Salesforce sees who became a customer. We put the Meta campaign, ad set, ad and placement on every lead, and send the deals confirmed in Salesforce back to Meta as offline conversions, closing the loop from first click to sale.

  • Meta campaign, ad set, ad and placement on every Salesforce lead
  • Facebook and Instagram leads told apart
  • Deals confirmed in Salesforce sent back to Meta as offline conversions

900+ integrations completed · Salesforce partner · We sign BAAs

Meta Ads
Salesforce
Meta Ads → Salesforce
  • • Campaign
  • • Ad set
  • • Ad
  • • Placement
Salesforce → Meta Ads
  • • Confirmed deals
  • • Offline actions

Meta never hears about the sale

When the sale happens by phone or in person, Meta has no idea which ad produced it. Customer data stays split between the ad account and Salesforce, and campaigns are judged on clicks and form fills.

What it does

What the Meta offline conversions + Salesforce integration handles

01

Closed-loop marketing

See how your Facebook and Instagram ads lead to offline conversions, such as phone inquiries and in-store purchases.

02

Meta data in Salesforce

Campaign, ad set, ad and placement stored on each lead, so reports show which ads produce customers.

03

Facebook vs Instagram

Placement tells you whether the lead came from Facebook or Instagram.

04

Accurate attribution

Offline conversion data in Salesforce matched to Meta ad interactions, so you can see which ads drive real customers.

05

Offline conversions sent back

Deals confirmed in Salesforce are sent to Meta, so its optimization learns from sales.

06

Budget decisions on sales

Move budget toward the campaigns that produce offline customer actions, not just clicks.

Try it: connect two systems

Click and drag the blue plug back, then let go to connect Meta Ads to Salesforce.

Aiming

Data that flows

Meta offline conversions + Salesforce integration: both directions, field by field

Meta Ads → Salesforce
  • Campaign
  • Ad set
  • Ad
  • Placement
    Facebook or Instagram
Salesforce → Meta Ads
  • Confirmed deals
    Sent as offline conversions
  • Offline actions
    Such as phone inquiries and in-store purchases

See your own Meta Ads + Salesforce map

A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.

Book a free call →

Built for real life

Meta offline conversions + Salesforce integration: the hard parts, already solved

Sales that happen offline

Deals closed by phone or in person still count, because the conversion comes from Salesforce, not the website.

Facebook and Instagram in one report

Both placements tracked on the same fields, so you can compare them side by side.

Which conversions to send

You decide which Salesforce outcomes count as a conversion before anything is sent.

What clients say

900+ integrations completed
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
Jason Landver
CEO, Recovery Beach
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
Mike Kwak
On-Site Adjusting
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
Tarra Boggs
EHS & Compliance Operations Manager

How it works

How the Meta offline conversions + Salesforce integration goes live

  1. 1

    Free call

    We look at how leads come in today and what you need to see, and where.

  2. 2

    Mapping

    Which events, fields and sources carry over, agreed before anything is set up.

  3. 3

    Set up and test

    Configured and tested with real calls, forms and messages.

  4. 4

    Go live

    Running in the background, with support if anything changes.

Working with us

  • US and overnight hours

    Our teams cover all hours, so work keeps moving after your day ends.

  • AI agents in the workflow

    We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.

  • 900+ integrations completed

    We have done this before, and it shows in how we plan and test.

  • Free call first

    Honest advice before any work starts, even if you never hire us.

Who the Meta offline conversions + Salesforce integration is for

  • Teams running Facebook and Instagram ads with Salesforce as their CRM
  • Businesses where the sale happens by phone or in person
  • Marketing teams that want Meta campaigns judged on customers, not leads

Meta offline conversions + Salesforce integration FAQ

Does Salesforce integrate with Facebook and Instagram?

Yes. We connect your Meta ad data to Salesforce, and send conversions from Salesforce back to Meta, so you see the journey from the ad to the sale.

What Meta data ends up in Salesforce?

Campaign, ad set, ad and placement, including whether the lead came from Facebook or Instagram.

What is an offline conversion?

A customer action that happens off your website, such as a phone inquiry, a sale over the phone or an in-store purchase.

How is it priced?

By project, not by the hour. The first call is free, and you get a project quote after it.

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