Google Ads + Redtail CRM + Filter by Zapier + Delay by Zapier

Create offline conversions in Google Ads for new Redtail CRM contacts

It's important to keep track of both online and offline conversions while running an ad campaign, to get the full picture of it's effects on business. Zapier can take care of one aspect of that for you. Just set up this integration and new Redtail CRM contacts will automatically send Google Ads offline conversions. Now, you have a better understanding of how well the campaign is working.

When this happens...
Contact Created
Triggers when a new contact is created in your database.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Delay For
Waits for a set amount of time before completing your Actions.
ActionWrite
then do this!
Send Offline Conversion
Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Google Ad campaigns to offline activity and business impact.
ActionWrite

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Supported triggers and actions

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It

Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- IDRequired
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- IDRequired
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Date/Time Delayed UntilRequired
- How should we handle dates in the past?
Action
Write
- Use Google Ads as...Required
- Managed Account
- Lead FormRequired
- Conversions Information
Trigger
Polling
Try It
- Use Google Ads as...Required
- Managed Account
- Customer ListRequired
- Customer identifierRequired
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...Required
- Managed Account
- ResourceRequired
- Dates to IncludeRequired
- Limit
Action
Write
- Double Opt Message
- Use Google Ads as...Required
- Managed Account
- Multiple Identifier Note
- Conversion User Identifier SourceRequired
- Conversion ActionRequired
- TimestampRequired
- Value
- Currency
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Use Google As...Required
Action
Search
- Use Google Ads as...Required
- NameRequired
- Description
- Message
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- SubjectRequired
- Start DateRequired
- End DateRequired
- All DayRequired
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- NameRequired
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- IDRequired
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Only continue if...Required
Action
Filter
- Queue Title
- Zap Step Id
- Time Delayed For (value)Required
- Time Delayed For (unit)Required
Action
Write
- Use Google Ads as...Required
Trigger
Polling
Try It
- Use Google Ads as...Required
- Managed Account
- Customer ListRequired
- Email addressRequired
- Consent for ad User Data
- Consent for ad personalization
- Terms of service
Action
Write
- Use Google Ads as...Required
- NameRequired
- Description
- Message
Action
Write
- Use Google Ads as...Required
- Managed Account
- Customer ListRequired
- Customer IdentifierRequired
- Message
Action
Write
- Use Google Ads as...Required
- StatusRequired
Action
Write
- Use Google As...Required
Action
Search
- Use Google Ads as...Required
- NameRequired
Action
Search

About Google Ads

Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.

Learn more

Related categories

Similar apps

Facebook Lead Ads

Ads & Conversion, Facebook

AdRoll

Ads & Conversion

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Learn more

Related categories

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

Learn more

Google Ads + Redtail CRM + Filter by Zapier + Delay by Zapier

Create offline conversions in Google Ads for new Redtail CRM contacts

Activity Created

Activity Updated

Contact Deleted

Opportunity Created

Opportunity Updated

Workflow Step Task Completed

Create Contact

Update Activity

Update Opportunity

Delay For

Delay Until

New Lead Form Entry

Add Contact to Customer List

Create Report

Send Offline Conversion

API Request (Beta)

Find Campaign by Name

Find or Create Customer List

Activity Deleted

Contact Created

Contact Updated

Opportunity Deleted

Workflow Step Completed

Create Activity

Create Opportunity

Update Contact

Only continue if...

Delay After Queue

New Campaign

Add Contact to Customer List With Email

Create Customer List

Remove Contact From Customer List

Set Campaign Status

Find Campaign by Id

Find Customer List

About Google Ads

Related categories

Similar apps

Facebook Lead Ads

AdRoll

About Redtail CRM

Related categories

Similar apps

Zapier Interfaces

About Filter by Zapier

Related categories

About Delay by Zapier

Related categories