
Link Google ads conversions to Salesforce
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Description
We are currently using a small number of conversions on Google ads (website contact form submissions and phone number clicks primarily) and are wanting to link our CRM system with Google ads to provide qualified on and offline conversions back into Google to register as a conversion and use the data for the algorithm learning.
The two conversions previously mentioned are set up as primary conversions and we’re wanting to link up and start utilising a Salesforce action initially as a secondary conversion.
After a period of monitoring and data gathering switch this over to a primary conversion to allow google to start optimising for this Salesforce action within our google ads account.
We therefore need an individual who is experienced in Google Data Manager and has previous expertise at integrating CRMs into Google Ads. The scope of the work should be:
An initial consultation meeting where myself and the sales director can fully explain the goals and show the current Salesforce infrastructure
Followed by an implementation where we make any necessary Salesforce tweaks required to map leads correctly whilst you ensure the data is being correctly grabbed and stored within the google ads side.
Subsequent troubleshooting throughout a pilot study where we are only using this as secondary conversion until we are confident in data accuracy.
We're attaching a proposed strategy for this period. Please reply with anything you feel is being overlooked or you will need from us to ensure this initial consultancy meeting is as in depth as possible.
Tom W.
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Hi Tom, before we configure Data Manager, can you confirm whether GCLID/WBRAID/GBRAID and the customer identifiers used for matching are already stored on Salesforce Lead records and reliably carried across to Opportunity when a Lead converts, or whether that persistence/mapping still needs to be built? This will determine whether the first stage is primarily connector configuration or whether Salesforce mapping changes are required first.
To start immediately, we would need:
- Current Salesforce Lead/Opportunity field map or a controlled screen-share/export
- Current Google Ads conversion actions and campaign-goal setup
- Details of how click IDs/UTMs currently pass from the website into Salesforce
- A small labelled sample of qualified, disqualified and converted Leads for testing
- Appropriate limited Salesforce/Google Ads access, or buyer-operated screen sharing — no shared passwords or MFA codes
Once these are received in WorkStream, we can begin immediately.
