Integration guide · by Amr Magdy · October 2026

Every lead source into Salesforce, tagged.

Real estate investors get leads into Salesforce through Web-to-Lead for website forms, Lead Capture for Facebook lead ads, CallRail for calls, and imports for lists. Google Ads can then learn from which leads became contracts. Here’s each route, what it needs, and the rules that keep the source on the record to the closed deal. How to label sources, situations and campaigns without a mess: tags, fields or campaigns. Loading a purchased or skip-traced list: import without duplicates. For phone calls, see call tracking for real estate investors.

Short version

Web-to-Lead turns your website form into Salesforce leads, up to 500 a day. source
Lead Capture imports Facebook lead forms into Sales Cloud (Professional and up). source
Google Ads Conversion Import for Salesforce sends contract stages back to Google Ads, so ads learn which clicks became contracts. source
CallRail sends call data only; texts and form submissions don’t report to Salesforce. source

How does each lead source get into Salesforce?

Source	Route	What lands in Salesforce	Requirement
Website form	Web-to-Lead	A lead, optionally tied to a campaign; auto-response email	500 leads per day; reCAPTCHA on by default
Facebook lead ads	Salesforce Lead Capture; or Meta’s partner integrations, webhooks or Zapier	A lead mapped from the lead form fields	Professional, Enterprise, Unlimited or Developer; admin on the Facebook Page
Google Ads	Web-to-Lead with a hidden GCLID field, then Conversion Import for Salesforce	The lead with its GCLID; later, stage changes go back to Google Ads	API enabled; GCLID field on Lead and Opportunity; field history on status/stage
Call tracking	CallRail integration	Calls with source, campaign, keywords, UTM, GCLID, recording, transcript; new leads when no match	REST API access
Lists (PropStream, county)	Spreadsheet → Data Import Wizard or Data Loader	Leads with list name as source	Wizard: 50,000 rows at a time

Sources: Web-to-Lead · Facebook import · Lead Capture requirements · Meta · Google Ads · setup · CallRail · CallRail fields · PropStream

Why connect Google Ads to Salesforce?

Without it, Google Ads optimizes toward form fills, and a tire-kicker counts the same as a motivated seller. With Conversion Import, you send “Under Contract” or “Closed” stage changes back as conversions, so bidding favors the keywords that produce contracts. Google’s requirements: the API enabled, a 255-character GCLID field on Lead and Opportunity mapped on conversion, field history tracking on lead status or opportunity stage, auto-tagging, and a hidden GCLID field on your form. Clicks older than 90 days aren’t imported, and the legacy integration lost support on May 31, 2025. source · legacy

Which stages to send, how to count phone calls and how to tell it’s working are in the Google Ads offline conversions guide.

What rules keep lead sources clean?

One picklist, set automatically

Lead source is a picklist, set by the form, the integration or the import, never typed. Free text breaks every report.

Source survives conversion

Map lead source and GCLID from Lead to the deal. If the source is lost at contract, cost per deal becomes a guess.

Duplicates merge, sources don’t vanish

The same seller from a mailer and a web form: keep the first source, record the second touch. Duplicate rules can alert or block.

Every new lead gets a task

A Flow assigns and creates a call task within minutes; see the speed to lead guide.

Questions

How do I get Facebook leads into Salesforce?

Salesforce Lead Capture can import Facebook lead forms into Sales Cloud on Professional, Enterprise, Unlimited and Developer editions. Meta also documents partner CRM integrations, webhooks and its Graph API.

Can Google Ads optimize for signed contracts from Salesforce?

Yes. Google Ads Conversion Import for Salesforce imports lead status or opportunity stage changes as conversions. It needs a GCLID field, field history tracking and API access.

Does CallRail send texts to Salesforce?

No. CallRail says text messages and form submissions don’t report to Salesforce; only call data does.

How many leads can Web-to-Lead capture?

Salesforce Help says up to 500 leads per 24 hours. Extra requests wait in a pending queue and you can ask Support for an increase.

Sources

Which campaign gets credit? · Google Ads offline conversions · Duplicate sellers in Salesforce · All Salesforce integrations for investors · Salesforce features for investors · Real estate CRM guide · Cost per deal calculator · Kept deal map · Driving for dollars

Last updated October 2026. Product names, editions and limits change; check the linked source before you rely on one. Not legal advice.

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