Introducing the Firstparty Salesforce Data Source

Jonathan Kressaty
Jonathan Kressaty

We’re excited to announce that you may now turn data in Salesforce into Events in Firstparty, making your CRM data even more actionable.

Businesses selling products to other businesses often experience long sales cycles that conclude in a win or loss outside of the browser that captured the original lead. Marketers and engineers want to record these sales as conversions and attribute them to the original source that started the initial conversation. Ad networks like Meta (Facebook) and Google make collecting these “offline conversions” possible, but these complex integrations require custom code and may take months to configure.

Firstparty makes it easy to send Salesforce Opportunities (or anything else) to Meta Ads as a conversion.

Firstparty retrieves data from Salesforce automatically, turns each returned Salesforce object into an Event, and sends it to Meta ads as a conversion. You may even send these conversions without including the Meta Pixel on your website by relying on the data collected from your website visitors with Firstparty.js.

Firstparty provides default options to retrieve new or updated Opportunities, and also allows you to write a custom Salesforce Object Query Language query to retrieve just about anything from your Salesforce instance. Firstparty will create an Event with the name you choose for each row of data Salesforce returns, and include all of the columns your query selects as Properties on that Event.

Read the Salesforce Source Documentation

Get Started

You may immediately start sending Salesforce Opportunities to Facebook Ads / Meta Ads by following the Send Salesforce Conversions to Facebook Ads recipe. This will guide you through a Workflow explaining exactly how to configure each step necessary to send data from Salesforce to Meta Ads as a conversion event.

We would not only love your feedback, but are happy to walk you through setting up these new solutions. Sign up for a free account, or get in touch with us anytime.

Firstparty Raises $5.75M in Seed Funding for Customer Data Activation

Jonathan Kressaty
Jonathan Kressaty

We’re excited to announce that Firstparty has raised $5.75 million in seed funding! The round is co-led by Chris Howard at Fuel Capital and Boris Wertz at Version One Ventures. Participants in the round include Flybridge Capital Partners, Volo Ventures, John Sheehan, Chad Etzel, Tyler Willis, Pete Kim, Scott Yacko, Lane Becker, Chuck Reynolds, Kim Kressaty, and Daniel and Kathryn Clark.

Firstparty is on a mission to make it easy for companies to collect and take action on their customer data. The company was founded in August 2021 by long-time colleagues and friends Jonathan Kressaty and Danielle Morrill, who share deep domain expertise in marketing and developer tools. Through our work with companies including Twilio, Parse, Mattermark, GitLab, Github, and Frame.io, we’ve seen first-hand the power of first-party customer analytics.

We’re using this funding to obtain product-market fit and grow our team, and we’re hiring!

What Is Firstparty

Firstparty provides businesses with a complete view of their customer’s journey, from initial awareness through conversion. We generate first-party cookies on behalf of the brand, allowing for highly segmented, granular, detailed data collection and personalization of the customer experience.

Instead of passing personally identifiable information (PII) to third parties, we enable businesses to store events in their own data warehouse. Firstparty also anonymizes this data so our customers can generate targeted audiences to run advertising campaigns without revealing sensitive consumer information.

We created Firstparty as a product because we saw companies trying to build this solution in-house. It’s challenging to keep up with the rapidly evolving data privacy landscape as it intersects with sales and marketing technology. Even companies who have the engineering resources to create customer solutions prefer to specialize and outsource this challenge to us.

Firstparty launched its initial event-based analytics product to developers and marketers in October 2021 and announced audience management and conversion attribution in March 2022. Since launch, we have processed millions of events for customers.

Why Now?

Google is Sunsetting Universal Analytics

Universal Analytics will stop processing new events on July 1, 2023, and Google is encouraging users to migrate to GA4. A notable shortcoming of GA4 is that it does not include some of the granular information Universal Analytics currently provides, such as what keywords people use to find a website and specific products a visitor adds to their shopping cart. The consequences of this change for marketing teams may include degraded reporting and data-driven automation that no longer performs.

Firstparty is the perfect solution for businesses that want to maintain, and increase, their current level of data and insight without relying on third-party platforms.

With this change more than a year away, most marketing teams are not yet thinking about how they will address these changes. We’re looking for a Content Marketer to help us educate the market.

Cookieless Marketing is Coming

Safari and Firefox no longer support cross-site cookie tracking in the browser, and Google Chrome, the dominant browser in use worldwide, will stop supporting it by the end of 2022.

These changes mean businesses will no longer be able to track people across the web using cookies and will need to find alternative ways to collect data. Firstparty enables customers to use their first-party cookies to collect usage events. Our data collection method will continue to work when third-party cookies are no longer supported.

The Power of First-party Data

We believe marketers building first-party data assets are setting the standard for marketing success. By taking control of customer profiles, brands leverage granular information that is more accurate, complete, and timely than any other source.

First-party data is collected directly from individuals’ interactions with a company and include any part of the customer journey that a brand controls. Traditionally, these would consist of interactions like website visits, app downloads, e-commerce purchases, and other significant funnel conversion steps.

First-party data is essential for understanding how your customers interact with your brand across all touch-points. Data-driven insights into which marketing messages resonate with audiences are powerful because companies can use them to create a single customer view to personalize the customer journey and improve conversions.

Finally, first-party data enables companies to stitch together interactions across many channels, including social media, product usage, sales conversations, live chat, and customer service interactions. We are excited to see what developers build with programmatic access to the entire end-to-end customer experience through our APIs.

About Firstparty

Firstparty provides businesses with detailed analysis and attribution of their customer’s journey, from initial awareness through conversion. We’re constantly adding new features and integrations, so be sure to check back often to see what’s new.

We’re growing our team – join us!

Introducing Firstparty Audience Management and Conversion Attribution

Jonathan Kressaty
Jonathan Kressaty

Today we’re excited to launch audience management and conversion attribution in Firstparty, to help our customers increase campaign performance by better utilizing first-party data.

To help businesses retain their leading edge in marketing, it’s imperative that we support them in simplifying data collection processes and reducing friction in the customer adoption journey. This is now possible with our new Audiences and Attribution features.

We’re also introducing a new set of guided recipes that make it easy to create complex Workflows in just a few minutes, eliminating the weeks of setup between Marketing and Engineering teams required in the past. Together, these solutions address major data and marketing challenges raised by Firstparty users who are spending significant budget on campaigns, especially with Meta Ads.

Segments, Audiences, Rules, and Workflows

Segments define smaller sets of Events and other collected data, making it easier to build Reports and Audiences.
Documentation / API Reference

Audiences define a set of Profiles who are all part of one or more specific Segments. Audiences may be sent to Destinations like Facebook Ads, and are great at improving accuracy of first-party audiences without relying solely on matching email addresses.
Read More / Documentation / API Reference

Rules define automations that execute in response to collected Events. Rules allow you to set Actions that should be taken based on a set of Conditions evaluated against Events you collect with Firstparty.
Read More / Documentation / API Reference

Workflows guide you through configuring new and existing Firstparty components to help solve marketing problems like analytics, attribution, and audience creation in just a few clicks.
Read More / Documentation

Analytics & Reporting Improvements

When analyzing your collected Events, you may add your Segments to Reports, making it easy to compare performance against multiple user cohorts.

Data collection has also been improved, with faster response times from the browser of your website visitors. Plus, you may now visualize Events collected with our new Warehouse Sources, which make it easy to turn SQL queries into actionable Events.

Get Started

We would not only love your feedback, but are happy to walk you through setting up these new solutions. Sign up for a free account, or get in touch with us anytime.

P.S. We’re hiring!

How Firstparty Uses Firstparty – Custom Forms

Jonathan Kressaty
Jonathan Kressaty

The Firstparty marketing team uses Firstparty to measure page views and user engagements on our website, firstpartyhq.com.

In addition to pages with product information and a way to signup to use the application, there is a form on the website that visitors can fill out to contact the Firstparty team with questions or requests.

Collecting the information from that form has three major requirements:

  • Measure how many visitors fill out the form
  • Provide context of the visit alongside the form submission
  • Ensure that no customer information is sent to third-party systems

This post walks through how we meet these requirements with Firstparty, including step-by-step instructions for anyone who wants to do the same thing. If you run into any issues or have questions, please reach out to [email protected] and we’ll be happy to help!

Restrictions of the status quo

It’s not a new idea to track website form completions in a web analytics tool. Typically, a marketing team will configure web forms to send a “completion” event to tools like Google Analytics, Segment, Facebook Ads, or Google Ads.

Sending a visitor’s personal identifiable information (PII), such as an email address, to third-parties that track behaviors of the visitor is becoming increasingly restricted. In some cases, such as when using Google Analytics, it’s impossible to submit PII without violating the product’s terms of service. Most organizations are required to request visitor consent before collecting any browsing information. This is becoming even more important as legislation such as GDPR and the California Privacy Rights Act continue to be enforced. And with recent changes to Apple’s iOS, maintaining an accurate measurement of an app user over time requires the user to explicitly opt-in to tracking.

Unfortunately, meeting these requirements are often at the expense of accurate measurement and quality customer service. Google Analytics can’t show you exactly which pages a specific email address viewed. Segment implementations require cookie consent before loading any external tag. Google Ads and Facebook Ads track visitor interactions across the web, and therefore require the visitor’s consent to set the cookies that track them – so a lack of consent means a lack of measurement and attribution.

Avoid restrictions by maintaining user privacy with Firstparty

Firstparty is a closed system that doesn’t move your data without your explicit instructions. Your visitor data isn’t being used to track your customers across websites and is never sold to other companies. This means that you can submit most information needed for day-to-day business reasons without any concern, and with several additional benefits compared to legacy tools:

  • Collect your measurement data without sharing with third-parties
  • Maintain a profile of your website’s visitors by setting a first-party cookie on your domain, often without the need for consent
  • Reduce the negative effects of enhanced browser restrictions and ad blockers

Accurately measure form completions with Firstparty

Let’s verify that all three of our original requirements can be met by using Firstparty before we configure our web form to collect any information.

Requirement 1: Measure how many visitors fill out the form
All of the form’s data is submitted to Firstparty alongside the event, rather than only measuring the completion event. A “Form Completed” event is collected in Firstparty each time a visitor fills out that form. This allows our marketing team to measure website effectiveness in real time.

Requirement 2: Provide context of the visit alongside the form submission
Including the entire history of the visitor on firstpartyhq.com lets the support team respond to customer inquiries with complete knowledge of the pages the visitor has viewed, how many times they’ve visited, and how the visitor found our website.

Requirement 3: Ensure that no customer information is sent to third-party systems
The entire company can be confident that customer information, such as a name or email address, is never sent to third-party measurement platforms – it was only collected with Firstparty. All data stays inside Firstparty until instructed to send data to the attached data warehouse.


Step 1: Setup the contact form

The form visitors can complete at firstpartyhq.com is fairly straightforward, including fields for a name, email address, information about their company, and an optional field to ask a question. You can see this form at https://firstpartyhq.com/contact/

Unlike many websites, submitting the form doesn’t actually post the data to a database, backend service, or third-party system like Salesforce or Hubspot. Instead, all of the values from the form are sent directly to Firstparty by submitting a custom event called “Form Submitted”.

firstparty.track('Form Submitted', {
  first_name: "Jerry",
  last_name: "Seinfeld",
  email: "[email protected]",
  message: "Hi there! I have a question about Firstparty..."
});

Step 2: Retrieve form submissions

Firstparty syncs the data collected on this website to a warehouse every hour. This includes every page view, as well as our “Form Submitted” event.

We can easily retrieve all of the form submissions from our internal warehouse with a simple SQL query:

select * from events
where event = 'Form Submitted'

This makes it easy to pull a list of every form submitted along with the entire payload of data we sent from the form. We even get information on the user’s browser and location, making it easy to provide even more context when responding to their question.

Step 3: Act on form submissions in real time (coming soon!)

Retrieving data from the warehouse every hour can be cumbersome, and requires a host of additional processes to make that data available to the people who need it most.

Our team is currently working on a new set of features that make it easy to build marketing automation processes that react to any event you send to Firstparty.

This means that when you submit the form on our website, we automatically notify our support team, without needing to wait on data to sync to the warehouse.

Image depicting a Firstparty marketing automation workflow, with a criteria requiring a "Form Completed" event in order for a "Send Notification" action to fire.


Beta Test Firstparty Marketing Automation Tools

If you’d like to try our marketing automation tools, make sure to signup for Firstparty and then fill out our contact form! We’ll be notifying individuals as we expand this feature in the coming months.


Measurement & Engagement Made Easy

It’s easy to create simple forms that send data to Firstparty for both measurement and customer engagement. Firstparty users can trust that data never leaves without their explicit permission, and only transfers to the specific locations they choose.

Reporting is Now Available in Firstparty

Danielle Morrill
Danielle Morrill

Today we’re happy to share that we’ve shipped Firstparty reporting. With this improvement, you can view a histogram of the events, sessions, and profiles you’ve collected.

Firstparty reporting view

Use Reporting to Drill Down on Your Data

Reporting supports segmenting and filtering the events you’ve collected by any property. This makes it easy to answer questions from “where are my users visiting from geographically?” to “how many visitors have looked at our pricing page?”

Firstparty reporting drill down

Start Collecting Events with Firstparty

If this is your first time learning about Firstparty, welcome!

We’re here to help you set up analytics that give you full control over your event-level data and you can create an account and collect your first 10,000,000 events for free.

Looking for Advanced Reporting Tools?

Looking to perform more advanced analysis on the event data you’ve collected? You can connect your Firstparty account to your data warehouse and use popular business intelligence tools such as Looker, Tableau, Mode, etc.

Google BigQuery, AWS S3 and Redshift, and Postgres are currently supported, but if you’d like another data warehouse to be added just drop a note to [email protected] or use our contact form.

Firstparty is Now Available for Everyone

Danielle Morrill
Danielle Morrill

Firstparty collects your web analytics and syncs every event to your data warehouse. Firstparty makes it easy to serve all analytics code from your own domain, collect every hit without being blocked by ad blockers, and keep customer information secure.

The wait is over! A big thank you to our waitlist members for patiently waiting – you can now get started with Firstparty for free by signing up at https://app.firstpartyhq.com/authentication/signup

When you sign up, your free account will be set up with 1 million free events. After that, you can continue with a paid account for $0.00005 per event ($50 per 1 million events). Learn more on our pricing page.

Get Started

After you sign up, you can get started immediately after a quick DNS update and installing the Firstparty javascript snippet on your website – simply follow the instructions after logging in.

Once you have your event data flowing, you can:

Firstparty is still young, and we appreciate your feedback as we onboard our initial users. If you have any questions or issues, please feel free to email [email protected]

You Rock

Thank you to everyone who has already had a conversation with us – your insights and feedback are super appreciated. If you’d like to schedule a call with us, feel free to choose a time that works best for you.

We are so grateful for your interest in what we’re building, and we are committed to featuring customer stories, code examples, and hope to continue working with you to make Firstparty better. 

Join the Party!

If you are interested in exploring a role on our team? we’re hiring!

Subscribe to our news blog and follow us on Twitter to stay up to date with all things Firstparty!

Hello, world!

Jonathan Kressaty
Jonathan Kressaty

On August 18, Danielle and I announced Firstparty to the world. What we didn’t talk about was where Firstparty came from and why it exists.

The roles of Marketers and Developers are colliding

Marketers are working with their Engineering counterparts more than ever, especially as new tools become increasingly complex. Through these partnerships marketers are now de-facto engineers themselves, using complex logic to build automations, understanding what cookies and HTTP requests are, and learning how to write SQL and Javascript.

Engineering has learned from this partnership that Marketing has budget for tools and an insatiable appetite for data. Marketing’s analytics and measurement tools give Engineering insights into where customers are coming from and what they are doing. As Marketing’s tool kit expands, Engineering can focus more on the core product and less on commoditized features.

We are marketing and software development experts who have been solving this problem for over 10 years

Firstparty comes from years of wearing both of those hats – growing businesses as digital marketers and building products as engineers and company operators. We witnessed the consequences of adding tool after tool on top of poor measurement strategies, overpriced software, and fragmented data. We felt the pain of integrating marketing tools inside of custom software and processes.

We also learned that these issues helped form a new partnership between Marketing and Engineering.

We’re building Firstparty with an aim to provide huge value to both Marketing and Engineering by embracing the partnership and acknowledging the new skill sets that marketers and engineers have acquired.

We are building an alternative to Google Analytics that enables companies to store their own data

Firstparty makes it easy to collect accurate marketing analytics and get that data where it needs to be – next to all the other data your business is generating.

Data warehouses are becoming the single source of truth in organizations from startups to the largest enterprises. Combined data in a warehouse provides rich context about the customer journey to teams that are not only marketing to the customer, but also building for the customer.

This intersection of Marketing and Engineering is a convergence that we believe is unlikely to slow, and we are super excited to build solutions that support these teams as they work closer than ever!