Connect Salesforce to Scowtt

Scowtt learns which leads become customers by reading your CRM history. Salesforce connects through a native connector in the Scowtt app, which is the fastest way to share CRM data. You authorize read-only access with a standard OAuth login, so no credentials are shared directly with Scowtt, and updates flow automatically.

How it works: You connect Salesforce in the Scowtt app and map your funnel stages. Scowtt reads your CRM data and checks it with you.

Before you start

A login for the Scowtt app from your Scowtt team.
A Salesforce edition with API access. Enterprise, Unlimited, Performance and Developer editions include it. Professional Edition needs Salesforce's API add-on.
A connecting user with the API Enabled permission. Scowtt can read only what this user can see, so use an admin, or a long-lived integration account, that can view all leads, contacts, opportunities, activities and the fields you use. Avoid a personal account that may be deactivated later.
A list of the fields you use for lifecycle stages, such as Lead, MQL, SQL/SQO and Closed Won.

Steps

You: Open Integrations in Scowtt

Log in to the Scowtt app and go to Integrations. Under Connect your CRM, select Salesforce, then click Connect Salesforce. Choose your live Salesforce org, not a sandbox: Scowtt models from production data. It opens the Salesforce sign-in and takes about 2 minutes.
You: Authorize access in Salesforce

You'll be taken to Salesforce to sign in and approve access. This is the same kind of OAuth flow you'd use to connect any app to your CRM. If nothing opens, allow pop-ups for app.scowtt.com and try again.
You: Confirm the connection

Back in the Scowtt app, Salesforce should show as Connected.
You: Map your lifecycle stages

In the Account setup checklist, complete Map customer journey: confirm which fields and values mark each funnel stage, and which object holds each one if you use custom objects. This lets Scowtt measure lead quality all the way to revenue.

Scowtt stage Your Salesforce field and value
Lead [FIELD = VALUE]
MQL [FIELD = VALUE]
SQL/SQO [FIELD = VALUE]
Closed Won [FIELD = VALUE]
You: Check that click IDs are captured on leads

Ad click IDs, such as GCLID for Google and FBCLID for Meta, let Scowtt send lead signals back to the right ad click. Confirm your forms save them to a field on the lead record. See Capturing click IDs on your forms.

Tip: Not capturing click IDs yet? Your Scowtt team can help.
You: Validate and approve your funnel

Complete Validate data, which checks your funnel against your CRM data. Once it passes, approve the funnel to start ingestion.
Scowtt: Check your data with you

Once you approve the funnel, Scowtt starts reading your CRM data and validates the historical backfill with you. Your Scowtt team confirms when recurring updates are on.

Scowtt stage	Your Salesforce field and value
Lead	[FIELD = VALUE]
MQL	[FIELD = VALUE]
SQL/SQO	[FIELD = VALUE]
Closed Won	[FIELD = VALUE]

Troubleshooting

I don't see the approval screen

The approval screen usually doesn't appear for one of these reasons:

Your browser blocked the pop-up: Allow pop-ups for app.scowtt.com, then click Connect again.
You're signed in to a different Salesforce org: For example, a sandbox or another company account. Sign out of Salesforce, then click Connect again and sign in to the right org.
Your org blocks apps that aren't installed: Since September 2025, Salesforce blocks most users from authorizing connected apps that aren't installed in your org. A Salesforce admin should install Scowtt's connected app under Setup > Connected Apps OAuth Usage, and allow the connecting user through a profile or permission set. Then click Connect again.
Your account can't approve connected apps: Ask your Salesforce admin to connect Scowtt, or to grant you the access.

If none of these solve it, contact your Scowtt team.

Which Salesforce objects and fields does Scowtt read?

Scowtt has read-only access and uses only the data needed to model your lead lifecycle. That typically includes:

Leads and Contacts: ID, created date, lead source, campaign, and status or stage.
Activities: Calls, emails, tasks and meetings, with their dates and outcomes.
Opportunities: ID, created date, stage, close date, won or lost, and amount.

Your Scowtt team will confirm the exact fields with you during data mapping. See Required fields and lifecycle stages for the full list.

We use custom objects instead of Opportunities

That's fine. Many businesses track deals, appointments or applications in custom objects. During data mapping, tell your Scowtt team which object holds each stage of your funnel, and which fields mark key events like a booked appointment or closed deal. Scowtt maps them to your lifecycle stages.

If custom objects or some stages can't be read through the connector, share those tables another way alongside it, such as BigQuery, Google Cloud Storage, Amazon S3 or SFTP.

How do I disconnect Scowtt?

Click Disconnect on the Integrations page in the Scowtt app, or revoke the app in Salesforce.

Who does what

Step	Who	What changes hands
Open Integrations in Scowtt	You	—
Authorize access in Salesforce	You	Read-only access, approved in Salesforce
Confirm the connection	You	—
Map your lifecycle stages	You	Your stage fields and values, in the app
Check that click IDs are captured on leads	You	—
Validate and approve your funnel	You	Funnel approval, in the app
Check your data with you	Scowtt	Confirmation that data is flowing

Connect HubSpot to ScowttHubSpot connects through a native connector in the Scowtt app. You authorize access with a standard OAuth login, so no credentials are shared directly with Scowtt.Choose how to connect your dataThere are several ways to share CRM and analytics data with Scowtt. Your Scowtt team will help you pick the one that fits your environment best.Required fields and lifecycle stagesTo optimize advertising toward your highest-value customers, Scowtt models the full lifecycle of a lead after it's generated. That needs visibility into sales activity, engagement and funnel progress in your CRM, plus how people behave on your website before they become a lead.Data refresh scheduleScowtt works best with fresh data, because predictions reach your ad platforms while campaigns are still optimizing.