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Store approved campaign context alongside the lead.
Bring qualified enquiries, booked conversations and closed deals into your marketing measurement.
Let’s talk about your setupStore approved campaign context alongside the lead.
Map the CRM stage that signals real sales potential.
Record the outcome and value consistently.
Send eligible outcomes to the agreed ad platform.
A campaign that brings enquiries is not always the campaign that brings customers. We help connect relevant CRM stages and offline outcomes to the campaigns that started the journey.
The final scope is shaped around your setup.
Here are the areas we’ll discuss.
Agree meaningful stages, event definitions and data ownership across your teams.
Review available identifiers and connect the fields required by the approved destinations.
Set up eligible offline conversion flows for the agreed advertising channels.
Test mapping, event timing and failure cases, with a practical handover for your team.
Usually, a scoped integration needs access to the relevant CRM settings or support from your CRM administrator. We agree the minimum access first.
No. Attribution depends on available identifiers, consent, platform eligibility and time windows. We make those limits clear in the measurement plan.