Report qualified leads to ad platforms
Build closed loop attribution for paid campaigns by sending each qualified CRM lead to your ad platform as an offline conversion import, matched to its stage's conversion action and logged on the lead record.
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When a lead reaches a qualifying stage in [CRM name], such as sales qualified or closed won, the automation reads the ad click identifier captured with the original form submission and stored on the lead record, along with the lead's email address, phone number, and any deal value from [CRM name]. It hashes the email address and phone number, matches the lead's stage to its conversion action in [advertising platform, e.g. Google Ads, Meta Ads, LinkedIn Ads], and uploads the conversion to [advertising platform]. It then writes the upload status and date back to the lead record in [CRM name].
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Problem
Marketing teams can see which ads produced form fills, but not which of those leads sales later qualified. Proving lead quality means exporting CRM stages, matching click identifiers by hand, and uploading files to each ad platform. Uploads happen irregularly, so ad platforms keep bidding toward cheap form fills that sales rejects, and paid spend drifts away from pipeline.
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Solution
When a lead reaches a qualifying stage in the CRM, such as sales qualified or closed won, the automation reads the ad click identifier captured with the original form submission, the lead's email address and phone number, and any deal value. It hashes the contact details, matches the stage to its conversion action, and uploads the conversion to the ad platform. It then writes the upload status and date back to the lead record.
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Impact
Ad platforms learn which leads turn into pipeline, so bidding favors the campaigns that bring qualified buyers instead of cheap form fills that sales rejects.
Benefits
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Lower cost per opportunity
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Higher lead quality
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Increased pipeline from ads
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Credible paid media attribution
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
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