1.Captures account reference and source
Integrate Salesforce and CRM data tools to capture account reference and source fields to map conversion reference identifiers.
Send offline conversion events for new CRM accounts
Automatically monitor new Salesforce account records with click identifiers across Salesforce and Google Ads. Create and update offline conversion events when click identifiers appear, phone numbers are provided, or conversion reference fields fill inβso you can filter incomplete events, align timestamps, and report real-world results without manual reporting.
How this automation protects offline attribution accuracy
When new CRM accounts are created without consistent conversion identifiers, offline attribution becomes inaccurate and campaign decisions stall. This automation captures account reference fields and click identifiers, filters incomplete events, delays for timing alignment, and sends offline conversion details to your ad accountβso your team can reflect real-world activity.
Salesforceor swap with your favorite app
2.Filters records with click identifiers
Integrate Filter by Zapier and validation tools to continue only for records that include a click identifier to avoid incomplete events.
Filter by Zapieror swap with your favorite app
3.Delays conversion event by 30 seconds
Integrate Delay by Zapier and timing controls to delay for 30 seconds to improve event timestamp alignment before sending.
Delay by Zapieror swap with your favorite app
4.Sends offline conversion details
Integrate Google Ads and conversion tracking to send offline conversion data mapping click and phone identifiers to conversion labels.
Google Adsor swap with your favorite app
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Step 1
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Step 2
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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