Salesforce is the world's leading CRM platform, used by enterprises and growing businesses to manage sales pipelines, customer relationships, and revenue operations. It offers deep customization through custom objects, flows, and an extensive AppExchange ecosystem.
Connecting Cursive's visitor identification data to Salesforce lets your reps see exactly which companies and contacts are visiting your site before they ever fill out a form. This bridges the gap between anonymous web traffic and your pipeline, enabling proactive outreach to high-intent prospects.
When a visitor is identified by Cursive, here is exactly how that data maps into Salesforce. No manual entry, no copy-pasting between tabs—just clean, structured records ready for your team to act on.
| Cursive Field | Salesforce Field | What Happens |
|---|---|---|
| company_name | Lead.Company / Account.Name | Maps the identified company to a Salesforce Lead or existing Account record |
| Lead.Email / Contact.Email | Creates or matches a Lead or Contact using the visitor's email address | |
| page_views | Activity.Subject | Logs page views as Activities on the related Lead or Contact for rep visibility |
| intent_score | Lead.Rating / Custom Field | Populates lead rating or a custom intent score field to prioritize follow-up |
| industry | Lead.Industry / Account.Industry | Sets the industry field for segmentation and territory routing |
| visit_timestamp | Task.ActivityDate | Records the visit date on a Task so reps know recency of engagement |
Need a field that is not listed? Explore the Cursive platform to see every data point we capture, or reach out to our team for custom mapping.
Connecting Cursive with Salesforce unlocks workflows that save hours every week and make sure no qualified lead slips through the cracks. Here are some of the most popular automations our customers set up on day one.
When Cursive identifies a new visitor, automatically create a Salesforce Lead with company details, job title, and the pages they viewed, then assign it via your existing lead assignment rules.
For visitors who match existing Contacts, log each page view as an Activity so account executives see website engagement directly in the Contact timeline.
When a known contact visits your pricing or demo page, automatically create an Opportunity in Salesforce and alert the account owner to strike while intent is high.
These are just the starting point. With Cursive's visitor identification data flowing into Salesforce, you can build any workflow your revenue team needs.
Getting Cursive and Salesforce connected takes just a few minutes. Follow the steps below, and your team will have enriched visitor data flowing into Salesforce before your next coffee break.
In Cursive, navigate to Settings → Integrations and select Salesforce.
Configure a webhook endpoint pointing to your Salesforce Web-to-Lead URL or a middleware like Zapier.
Map Cursive fields to your Salesforce Lead, Contact, and Activity fields.
Send a test visitor event to confirm the Lead appears in Salesforce.
Activate the integration and set filters (e.g., only send visitors with intent score above 50).
Need help getting set up? Our team can walk you through the entire connection process during a free audit call. We will also review your current stack and recommend the highest-impact automations for your team.
Cursive sends the visitor's email and company name with each event. You can configure deduplication rules in Salesforce or your middleware to match on email before creating new records.
Yes. When using a middleware like Zapier or Make, you can route Cursive webhook data to any standard or custom Salesforce object, including custom fields.
Salesforce Professional Edition supports Web-to-Lead and API access with add-ons. Webhook-based integration works with all editions that allow inbound data.
Webhook delivery is near real-time, typically within 5-10 seconds. Lead creation depends on your Salesforce instance and any automation that runs on record creation.
Absolutely. Once a Lead or Activity is created, you can use Salesforce Flow to trigger any downstream automation, such as sending an email, creating a Task, or updating a related Opportunity.
Have a question that is not answered here? Check our pricing page for plan details or book a free audit to speak with our team.
Looking for other crm tools that work with Cursive? These integrations pair well with Salesforce and help you build a complete, connected revenue stack.
Start identifying your website visitors and routing enriched data into Salesforce in minutes. No credit card required for the free audit—just real insights about the companies already visiting your site.
