Kochava + Salesforce
Connect Kochava and Salesforce to Unify Mobile Attribution with CRM Data
Sync mobile app attribution, install events, and campaign performance data from Kochava directly into Salesforce so your sales and marketing teams can see the full picture of every customer journey.
Why integrate Kochava and Salesforce?
Kochava is a mobile measurement and attribution platform that tracks how users discover, install, and engage with your mobile apps across hundreds of ad networks and channels. Salesforce is the world's most widely used CRM, powering sales pipelines, marketing automation, and customer success workflows. Together, they close the gap between mobile acquisition data and revenue intelligence — letting teams tie app install events, in-app purchases, and campaign touchpoints directly to CRM contacts, leads, and opportunities.
Automate & integrate Kochava & Salesforce
Use case
Auto-Create Salesforce Leads from Kochava App Installs
When a new user installs your mobile app and Kochava records the conversion, tray.ai automatically creates a matching lead in Salesforce with attribution data already attached — media source, campaign name, ad group, and install timestamp included. No mobile-acquired user falls through the cracks in your sales pipeline. Sales reps have context on where each lead came from before they make their first call.
Use case
Enrich Salesforce Contact Records with Attribution Metadata
When an existing Salesforce contact later installs your app or completes an in-app event, tray.ai matches records by email or device identifier and updates the contact with the latest Kochava attribution data. Account executives get a more complete picture of how a contact is engaging with your product. Marketing teams can also segment and target contacts based on acquisition channel directly within Salesforce.
Use case
Sync In-App Purchase Events to Salesforce Opportunities
When a user completes a high-value in-app purchase or subscription upgrade tracked by Kochava, tray.ai can automatically create or update a Salesforce opportunity to reflect that revenue event. This connects mobile commerce activity directly to your CRM pipeline, giving sales and finance teams real-time visibility into mobile-driven revenue. Deal stages, amounts, and close dates can all be pulled from the Kochava event payload.
Use case
Trigger Salesforce Campaigns Based on Kochava Audience Segments
Kochava Audiences lets you build segments based on install behavior, engagement depth, and LTV predictions. With tray.ai, you can push those audience definitions into Salesforce as campaign members or custom list segments, automatically triggering nurture sequences or sales cadences for high-value mobile users.
Use case
Update Kochava with Salesforce CRM Outcomes for LTV Modeling
When a Salesforce opportunity is closed-won or a contact hits a meaningful CRM milestone, tray.ai sends that outcome back to Kochava as a postback. This lets Kochava's attribution and LTV models incorporate downstream revenue data, which improves campaign optimization and predictive analytics. Bidding algorithms on connected ad networks can then optimize toward actual revenue rather than just installs.
Use case
Alert Sales Teams When High-Value Users Complete Key In-App Events
With tray.ai, you can configure workflows that watch Kochava for specific high-value events — a free trial start, a premium feature activation, a cart abandonment — and instantly notify the right Salesforce owner via a task, activity log, or Chatter message. Sales reps get real-time buying signals they can act on immediately. Priority accounts can be flagged automatically so nothing slips through.
Use case
Consolidate Multi-Touch Attribution Reporting in Salesforce
Kochava captures every touchpoint across the mobile acquisition funnel, from first click through install to conversion. With tray.ai, you can pipe this multi-touch attribution data into Salesforce custom objects or reporting fields, giving you revenue attribution reporting that spans both digital ad spend and CRM deal outcomes. Marketing leaders can run unified reports showing which channels and campaigns actually drive pipeline and closed revenue.
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Kochava & Salesforce Challenges
What challenges are there when working with Kochava & Salesforce and how will using Tray.ai help?
Challenge
Matching User Identities Across Mobile and CRM
Kochava tracks users primarily by device identifiers like IDFA and GAID, while Salesforce identifies records by email address, account ID, or custom external IDs. Without a reliable identity resolution strategy, matching a Kochava event to the right Salesforce lead or contact is genuinely hard — and the failure mode is duplicate records and broken attribution connections.
How Tray.ai Can Help:
tray.ai's data transformation layer lets you build custom identity resolution logic that checks multiple matching fields — email, phone, and custom external identifiers — in a configurable priority order. You can also maintain a mapping table within your workflow to store device-to-CRM ID relationships and reuse them across multiple automation scenarios.
Challenge
Handling High-Volume Real-Time Event Streams
Mobile apps tracked by Kochava can generate thousands of install and in-app events per hour during campaign peaks. Routing all of those events into Salesforce in real time risks hitting API rate limits, creating duplicate leads, and leaving your CRM in an inconsistent state.
How Tray.ai Can Help:
tray.ai handles high-throughput event ingestion through intelligent queuing and batching. You can configure deduplication logic using Kochava event IDs before any Salesforce API call is made, and batch-process lower-priority events during off-peak windows to stay within Salesforce API governor limits without losing data.
Challenge
Mapping Kochava Event Schemas to Salesforce Field Structures
Kochava delivers attribution data in its own event schema — fields like network name, site ID, and creative — and none of that maps cleanly to standard Salesforce lead or opportunity fields. Translating these structures by hand is tedious, error-prone, and breaks whenever either platform updates its data model.
How Tray.ai Can Help:
tray.ai's visual data mapper and JSONPath transformation tools make it straightforward to build and maintain field mappings between Kochava's event payload and Salesforce's object schema. When either platform changes a field name or structure, you update the mapping in one place rather than rewriting your entire workflow.
Challenge
Keeping Bi-Directional Data in Sync Without Creating Loops
Sending attribution data from Kochava to Salesforce and revenue outcomes from Salesforce back to Kochava introduces a real risk of infinite update loops, where a Salesforce update triggers a Kochava postback that triggers another Salesforce update, and so on.
How Tray.ai Can Help:
tray.ai lets you add conditional logic and state-tracking flags within workflows to detect and prevent circular updates. You can set a custom Salesforce field as a postback-sent indicator and check that flag before triggering outbound events to Kochava, so each record is only processed once per meaningful state change.
Challenge
Maintaining Data Freshness Across Asynchronous Systems
Kochava attribution data is sometimes delayed due to ad network reporting latency, meaning install and event data arriving in Salesforce may already be hours old. Sales reps end up following up on incomplete lead records, and time-sensitive reporting gets distorted.
How Tray.ai Can Help:
tray.ai supports configurable retry logic and timestamp-aware workflows that can re-query Kochava for finalized attribution data after a defined delay window. That way Salesforce records are updated with confirmed attribution values rather than preliminary estimates, and sales alerts only fire once the data meets your quality thresholds.
Start using our pre-built Kochava & Salesforce templates today
Start from scratch or use one of our pre-built Kochava & Salesforce templates to quickly solve your most common use cases.
Kochava & Salesforce Templates
Find pre-built Kochava & Salesforce solutions for common use cases
Template
Kochava App Install to Salesforce Lead
Automatically creates a new Salesforce lead whenever Kochava records a new app install conversion, populating the lead record with campaign name, media source, ad group, and install date from the Kochava event payload.
Steps:
- Trigger on new install or conversion event received from Kochava webhook
- Parse attribution fields including media source, campaign, ad group, and keyword from the event payload
- Search Salesforce for an existing lead or contact matching the user email or device ID
- Create a new Salesforce lead if no match is found, mapped with all attribution metadata
- Log the Kochava event ID on the lead record for deduplication and traceability
Connectors Used: Kochava, Salesforce
Template
Kochava In-App Purchase to Salesforce Opportunity
Listens for purchase or subscription events from Kochava and creates or updates a matching Salesforce opportunity with revenue amount, product details, and the originating attribution source, keeping mobile commerce activity visible in your CRM pipeline.
Steps:
- Trigger on Kochava purchase or subscription event via webhook or API poll
- Extract revenue amount, product SKU, and user identifiers from the event data
- Look up the associated Salesforce contact or account by email or custom identifier
- Create a new opportunity or update an existing one with stage, amount, and attribution fields
- Attach the Kochava campaign source to the opportunity for attribution reporting
Connectors Used: Kochava, Salesforce
Template
Salesforce Closed-Won Opportunity Postback to Kochava
When a Salesforce opportunity reaches Closed-Won status, this template sends a revenue postback event to Kochava, letting its attribution engine and connected ad networks optimize campaigns toward users who generate actual CRM revenue.
Steps:
- Trigger on Salesforce opportunity stage change to Closed-Won
- Retrieve opportunity amount, close date, and associated contact details
- Map CRM fields to Kochava postback event schema including revenue and user ID
- Send postback event to Kochava API to record the downstream revenue conversion
- Update Salesforce opportunity with a postback confirmation field for audit purposes
Connectors Used: Salesforce, Kochava
Template
Kochava Audience Sync to Salesforce Campaign Members
Periodically pulls updated audience segments from Kochava and adds or removes matching Salesforce contacts as campaign members, so your CRM marketing campaigns stay in sync with the latest mobile audience data.
Steps:
- Schedule a recurring tray.ai workflow to poll Kochava for updated audience segment members
- Retrieve the list of user identifiers or emails belonging to the target segment
- Look up matching Salesforce contacts by email address or external ID
- Add matched contacts as members of the designated Salesforce campaign
- Remove contacts that have exited the Kochava audience segment from the campaign
Connectors Used: Kochava, Salesforce
Template
Kochava High-Value Event to Salesforce Task and Alert
Monitors Kochava for predefined high-value in-app events and automatically creates a follow-up task in Salesforce assigned to the contact owner, so sales reps are alerted and can act on real-time buying signals.
Steps:
- Trigger on a specified Kochava event type such as trial start or premium feature use
- Identify the associated Salesforce contact using device or user email matching
- Create a Salesforce task assigned to the contact owner with event context in the subject line
- Post a Salesforce Chatter message on the contact record summarizing the mobile event
- Set task priority and due date based on configurable rules tied to event type or deal stage
Connectors Used: Kochava, Salesforce
Template
Daily Kochava Attribution Summary Report to Salesforce Custom Object
Runs a daily workflow that pulls campaign performance and attribution summary data from Kochava and writes aggregated metrics — installs, events, and revenue by source — into a Salesforce custom object for unified reporting and dashboards.
Steps:
- Schedule a daily trigger in tray.ai to initiate the reporting workflow
- Query Kochava reporting API for installs, events, and revenue grouped by campaign and media source
- Transform and aggregate the returned data into daily summary records
- Upsert aggregated metrics into a Salesforce custom attribution reporting object
- Refresh Salesforce dashboard components to surface the latest attribution data to stakeholders
Connectors Used: Kochava, Salesforce