Connectors · CRM
Pennant + Salesforce
Salesforce is the system of record for your people and pipelines. The Pennant connector reads the funnel out of it — including related objects, not just standard lead and opportunity fields — and joins it with ad spend so every stage finally has a cost attached.
What syncs
Hourly, backfilled, and PII-free
- Pseudonymous record IDs — never names, emails, phones, or addresses
- Funnel stages and statuses: lead, application, enrollment
- Stage dates, for period and cohort analysis
- Source and attribution fields, for per-channel cost math
- Related-object support for orgs that model applications and enrollments in custom or related objects
Every connector, always:
Automated hourly syncs · historical backfills · credentials encrypted at rest (AES-256-GCM) · sync-health monitoring with alerting · zero student PII ingested.
What it unlocks
Questions this connector answers
- Cost per enrollment from Salesforce data
- Salesforce knows who enrolled; the ad platforms know what you spent. Pennant joins the two into CPL and CPE by channel and program — the numbers neither system can produce alone.
- Cohort tracking without report-building
- Leads acquired in any window, tracked to today, with twelve-week cohort curves — no custom Salesforce reports or formula fields to maintain.
- A funnel your whole cabinet can read
- Campus, program, and channel drill-downs are generated from the data — zero per-school configuration, no admin time.
Running Salesforce? You're most of the way there.
Bring your setup to a demo and we'll walk through exactly what the connector would sync and what your dashboard would show.