Cometly logo
Category

Marketing & Sales

Built by

Beam.ai

AI Agent Integrations

Cometly logo

Cometly

AI Agent Integrations

Cometly

Match revenue back to the marketing touchpoint that drove it the moment a deal closes in the CRM, then update campaign attribution in Cometly.

Multi-Touch Attribution Models

Cometly maps a customer's touchpoints, such as ad clicks and form fills, against the revenue that eventually closes, so a marketing team can see which channels drove a deal rather than just the last click. A Beam agent reads the attribution data Cometly produces for closed deals on the schedule the team sets and writes the channel breakdown into a shared report or dashboard, applying the same approved model each time. Deals that follow the expected pattern update without comment. A deal with attribution data that looks incomplete, or one tied to a channel outside the approved list, is routed to a person to check.

Ad Platform Spend Data

Cometly pulls spend figures from connected ad platforms and lines them up against the revenue they generated, so a team can see return on spend by channel rather than just cost. A Beam agent reads the spend and revenue for accounts on an approved list and updates a shared report on the schedule the team has set, flagging a channel when its return crosses an agreed threshold. Channels performing within the normal range are updated without a note. A spend figure mismatched against the connected ad account, or a new channel added without an approved rule, is routed to a person to confirm.

Closed-Deal Revenue Tie-Back

Cometly ties a closed deal in the CRM back to the marketing touchpoints that led to it, connecting revenue to the campaign that produced it rather than leaving the two systems apart. A Beam agent watches for a deal marked closed in the CRM, reads the attribution Cometly has already built for it, and updates the campaign record with the revenue figure under the rule the team has approved. Deals that match an existing campaign update without extra steps. A closed deal with no clear attribution path, or one that could be tied to more than one campaign, is routed to a person to resolve.

Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.

Start today

Start building AI agents to automate processes

Join our platform and start building AI agents for various types of automations.