Google Ads + Redtail CRM + Filter by Zapier + Delay by Zapier

Create offline conversions in Google Ads for new Redtail CRM contacts

It's important to keep track of both online and offline conversions while running an ad campaign, to get the full picture of it's effects on business. Zapier can take care of one aspect of that for you. Just set up this integration and new Redtail CRM contacts will automatically send Google Ads offline conversions. Now, you have a better understanding of how well the campaign is working.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Delay ForWaits for a set amount of time before completing your Actions.
ActionWrite
then do this!
Send Offline ConversionSends events from your customer systems (PoS, CRM, email service provider, etc) to connect Google Ad campaigns to offline activity and business impact.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with Redtail CRM, Filter by Zapier, and more

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Time Delayed For (value)
  Required
- Time Delayed For (unit)
  Required
Action
Write
- Date/Time Delayed Until
  Required
- How should we handle dates in the past?
Action
Write
- Use Google Ads as...
  Required
- Managed Account
- Lead Form
  Required
- Conversions Information
Trigger
Polling
Try It
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Customer identifier
  Required
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...
  Required
- Managed Account
- Resource
  Required
- Dates to Include
  Required
- Limit
Action
Write
- Double_opt_message
- Use Google Ads as...
  Required
- Managed Account
- Multiple_identifier_note
- Conversion User Identifier Source
  Required
- Conversion Action
  Required
- Timestamp
  Required
- Value
- Currency
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Use Google As...
  Required
Action
Search
- Use Google Ads as...
  Required
- Name
  Required
- Description
- Message
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Only continue if...
  Required
Action
Filter
- Queue_title
- Zap_step_id
- Time Delayed For (value)
  Required
- Time Delayed For (unit)
  Required
Action
Write
- Use Google Ads as...
  Required
Trigger
Polling
Try It
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Email address
  Required
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...
  Required
- Name
  Required
- Description
- Message
Action
Write
- Use Google Ads as...
  Required
- Managed Account
- Customer List
  Required
- Customer_identifier
  Required
- Message
Action
Write
- Use Google Ads as...
  Required
- Status
  Required
Action
Write
- Use Google As...
  Required
Action
Search
- Use Google Ads as...
  Required
- Name
  Required
Action
Search

About Google Ads

Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.

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Related categories

Ads & Conversion

Google

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Facebook Lead Ads

Ads & Conversion, Facebook

AdRoll

Ads & Conversion

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Developer Tools

Zapier

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

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Developer Tools

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Related Zap Templates

Add new Redtail CRM contacts to Google Ads customer list