1.Detect new opportunity
Integrate Salesforce and CRM opportunity signals to watch for newly created opportunities and map event time and conversion identifiers.
Send conversion event for new opportunities to ads
Automatically send offline conversion events for new opportunities across Salesforce and Google Ads. Create and update conversion records when opportunity created, qualification matches, or conversion identifiers appearβso you can post conversions, validate values, and audit attribution without manual reporting.
How this automation sends conversions for attribution
When new opportunities are created but attribution stays manual, conversion reporting can lag and misrepresent performance. This automation watches new Salesforce opportunities, filters qualified records, calculates values, sends offline conversions to Google Ads, and writes Google Sheets audit backupsβso your team can reconcile faster.
Salesforceor swap with your favorite app
2.Check qualification rules
Integrate Filter by Zapier and workflow conditions to continue only for qualifying stages and ensure a conversion identifier exists.
Filter by Zapieror swap with your favorite app
3.Calculate conversion value
Integrate Formatter by Zapier and data transformation tools to derive a USD conversion value from company size or employee proxy.
Formatter by Zapieror swap with your favorite app
4.Send offline conversion
Integrate Google Ads and advertising conversion tracking to map identifiers, set conversion time, and send the offline conversion in USD.
Google Adsor swap with your favorite app
5.Add audit backup row
Integrate Google Sheets and spreadsheet reporting tools to append a backup row for audit trails using timestamp, value, id, and reference.
Google Sheetsor swap with your favorite app
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Clarify campaign ROI with automated conversion capture, revenue mapping, and attribution reporting
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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