1.Monitor opportunity updates
Integrate Salesforce and crm fields to detect Opportunity updates and pull amount, record ID, and ad click identifier.
Send won opportunity conversions to your ad account
Automatically monitor Opportunity updates in Salesforce across Google Ads. Create and update when opportunities close as won or ad click identifiers are present or opportunity records are updatedβso you can report offline conversions, set conversion time, and optionally update conversion flags without manual conversion reporting.
How this automation protects offline conversion reporting
When won opportunities need manual conversion entry, reporting delays can skew campaign decisions. This automation monitors Opportunity updates and filters for won records with ad click identifiers, then sends offline conversions to Google Ads and optionally updates Salesforce conversion fieldsβso your team can stay confident in conversion attribution.
Salesforceor swap with your favorite app
2.Filters won stage and identifier
Integrate Filter by Zapier and workflow conditions to continue only when the opportunity is in the won stage and has an ad click identifier.
Filter by Zapieror swap with your favorite app
3.Sends offline conversion to Google Ads
Integrate Google Ads and conversion mapping to send offline conversion using the identifier, conversion time, and value.
Google Adsor swap with your favorite app
4.Optionally updates Salesforce record
Integrate Salesforce and crm updates to set the conversion-reported flag and store the conversion time after reporting.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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