1.Detect lead record field update
Integrate Insightly and CRM lead records to capture updated lead field values for payload creation.
Send offline conversions when lead status changes
Automatically watch lead field updates across Insightly and Google Ads. Create offline conversions when status changes or converted status reached or identifiers qualifyβso you can match attribution, reconcile conversions, and protect reporting without manual reconciliation.
How this automation sends offline conversions to protect attribution accuracy
When an updated field on lead record changes a lead to a configured converted state, attribution can drift and ad reporting stops matching CRM outcomes. This automation monitors the lead update, formats and cleans identifiers, and sends an offline conversion through Google Adsβso your team can recognize true conversion impact automatically.
Insightlyor swap with your favorite app
2.Maps Updated Field (Lead) trigger
Integrate Insightly and CRM workflows to map updated timestamp and lead contact email into the payload.
3.Formats timestamp and computes lookback
Integrate Formatter by Zapier and date utilities to format conversion time and compute a 90-day lookback cutoff.
Formatter by Zapieror swap with your favorite app
4.Cleans click identifier string
Integrate Code by Zapier and string processing to clean raw click identifier and return a canonical click ID.
Code by Zapieror swap with your favorite app
5.Filters to qualifying leads
Integrate Filter by Zapier and data validation to continue only when converted status and identifier or email are present.
Filter by Zapieror swap with your favorite app
6.Sends offline conversion event
Integrate Google Ads and attribution matching to send offline conversions using cleaned click ID or contact email.
Google Adsor swap with your favorite app
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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