Record CRM conversion events to ads and sheet

Your CRM conversion flags sometimes don't reach ad reporting, leaving paid leads uncredited. This forwards conversion updates to ad reporting and a ledger so you can reconcile them before daily reports.

Record CRM conversion events to ads and sheet

Overview

When CRM conversion flags fail to reach advertising platforms, paid leads go unattributed and pipeline reporting misaligns. This flow closes that gap by sending conversion events to ad conversion reporting and a central ledger, letting sales ops reconcile attribution within minutes and before daily reports.

Record CRM conversion events to ads and sheet