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 Cursive identifies a visitor, here is exactly how that data maps into Salesforce. No manual entry, just clean, structured records.
| 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.
Connecting Cursive with Salesforce unlocks workflows that save hours every week and make sure no qualified lead slips through the cracks.
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.
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.
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 on a quick call and recommend the highest-impact automations for your stack.
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 call to speak with our team.
Other crm tools that pair well with Salesforce and Cursive.
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