Capture closed-won payments for ad attribution and reporting

Campaign managers lose ad attribution when closed-won payments don't reach ad platforms, creating reporting gaps. This workflow posts payment details to your advertising account and logs them in a spreadsheet so managers can attribute conversions.

Capture closed-won payments for ad attribution and reporting

Overview

Campaign managers face unclear ROI when closed-won payments never reach ad platforms. This workflow ensures every payment detail is posted to your advertising account and recorded in a central spreadsheet, eliminating attribution blind spots and enabling clearer campaign decisions.

Notable Features

  • Send payment details to ads
  • Append transactions to spreadsheet
  • Filter only closed-won deals

Capture closed-won payments for ad attribution and reporting