How to Connect Salesforce with Heyoo.ai (using UTM)

What you can do with this setup (and where you see it in Salesforce)

As a Heyoo admin, you can use UTMs to connect Heyoo campaign traffic to Salesforce outcomes. This lets you answer:

• Which Heyoo campaign created new Leads in Salesforce

• How many Opportunities can be tied back to Heyoo campaign traffic

• How much pipeline and revenue is connected to Heyoo campaigns

Where you see it in Salesforce depends on how your org is set up, but typically:

1. Lead record
   You see UTM values on the Lead fields (for example UTM Source, UTM Medium, UTM Campaign, UTM Content). These fields are custom in many orgs, but the pattern is standard.

2. Salesforce Campaigns and Campaign Members (recommended for reporting)
   You can associate a Lead (or Contact) to a Salesforce Campaign via a Campaign Member. Salesforce reporting becomes much cleaner when Heyoo campaigns map to Salesforce Campaigns.

3. Opportunity attribution

   • Primary Campaign Source shows one campaign that gets 100% credit. You see this field directly on the Opportunity record.

   • Campaign Influence is where you see multi-touch style campaign impact on Opportunities (related lists and reports, depending on your configuration).

Important: UTMs only reach Salesforce when the visitor converts through a form and the form passes the UTM values into Salesforce.

How it works

1. You add UTMs to the Destination URL in Heyoo.

2. An employee shares a Heyoo link.

3. Someone clicks and lands on your website.

4. They submit a form.

5. Your form captures UTMs and passes them to Salesforce as Lead fields (or via your marketing automation).

6. Salesforce can now report on Heyoo driven Leads and connect them to pipeline.

This is the same core approach many advocacy tools use for Salesforce attribution.

Step by step setup

Please note: This can vary slightly based on your Salesforce setup and version.

Step 1. Define your UTM convention (do this once)

Recommended structure:

• utm_source = linkedin (or heyoo, both work if consistent)

• utm_medium = employee

• utm_campaign = heyoo_<campaign_name>

• utm_content = <employee_identifier> (optional but useful)

Tip: Many teams use utm_medium = employee as their main Salesforce reporting filter.

Step 2. Add UTMs in Heyoo

1. Open or create a Heyoo campaign

2. Set the Destination URL

3. Open the UTM Builder

4. Enter your UTM values

5. Save

All links generated for that campaign will include those UTMs.

Step 3. Capture UTMs on your website forms

This is the Salesforce side.

You need your forms to populate hidden fields for:

• utm_source

• utm_medium

• utm_campaign

• utm_content

Then pass them into Salesforce when the Lead is created.

If you use Salesforce Web to Lead, the standard approach is to create custom Lead fields for UTMs and include them in the Web to Lead form mapping.

If you use Account Engagement (Pardot), Salesforce provides guidance around lead source tracking patterns you can align with, and you can map UTMs into Lead fields as part of your setup.

Step 4. Create or reuse Salesforce fields on the Lead

Typical Lead fields:

• UTM Source

• UTM Medium

• UTM Campaign

• UTM Content

• Landing Page (optional)

• Referrer URL (optional)

These fields can be used directly in Lead reports and dashboards.

Step 5. Optional but recommended: relate Leads to Salesforce Campaigns

This is where Salesforce power users usually end up.

Two common patterns:

Pattern A: One Salesforce Campaign per Heyoo campaign

• Create a Salesforce Campaign named the same as the Heyoo campaign.

• When a Lead comes in with utm_campaign = heyoo_<campaign_name>, automatically add them as a Campaign Member.

Pattern B: Keep one Salesforce Campaign, stamp UTMs on the Campaign Member
Some Salesforce teams stamp UTMs onto Campaign Member records to analyse channel performance without duplicating Campaigns.

Step 6. Attribute pipeline and revenue

In Salesforce you can now do:

• Simple reporting: Leads where UTM Medium = employee

• Campaign reporting: Campaigns with Campaign Members and their statuses

• Opportunity reporting: Primary Campaign Source on the Opportunity for single-campaign credit

• Multi-touch: Campaign Influence reporting if your org uses it

What you can measure

• Leads created from Heyoo campaign traffic

• Lead to Opportunity conversion rates per Heyoo campaign

• Pipeline and revenue tied to Heyoo related Campaigns

• Performance by employee (only if you use utm_content or another employee identifier)

Important notes

• UTMs do not log “click activity” inside Salesforce. They only show up when a Lead is created or updated with the UTM values.

• If the person clicks but converts later via another channel, UTMs may not be present in Salesforce for that conversion. If you need influence tracking beyond conversion UTMs, use the webhook approach.