1.On lead update, searches for stored identifiers
Integrate Microsoft Dynamics 365 CRM and CRM data tools to search for the lead and map stored ad click identifiers to a conversion payload.
Send offline conversion for updated sales leads automatically
Automatically monitor lead record updated across Microsoft Dynamics 365 CRM and Google Ads. Automatically create and update offline conversions when identifiers are found, conversion time is set, or only qualifying leads passβso you can refresh offline conversion reporting, improve attribution, and avoid manual offline uploads without manual offline uploads.
How this automation submits offline conversions for Google Ads reporting
When lead records update, attribution gaps can distort Google Ads reporting. This automation searches for stored ad click identifiers, filters qualifying leads, routes identifier types, and sends offline conversion data to Google Adsβso your team can reflect CRM activity without manual uploads.
Microsoft Dynamics 365 CRMor swap with your favorite app
2.Filters for qualifying leads
Integrate Filter by Zapier and CRM quality rules to continue only when leads are eligible and records are complete.
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3.Branches based on identifier availability
Integrate Paths by Zapier and identifier mapping logic to select email or phone as the identifier source.
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4.Sends offline conversion data
Integrate Google Ads and reporting tools to submit offline conversions using the ad click identifier and the lead timestamp.
Google Adsor swap with your favorite app
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