How to integrate your CRM data with Google Analytics / Google Ad Follow
Current customers are following the below workflow in order to connect with Google Analytics.
Tracking new Google Ad/Organic leads:
In order to get lead conversion data out of the CRM you first will need to make sure that all your Google Ad/Organic sources are integrated into the system.
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Your web leads from the sources that Google redirects to can be posted to the CRM via our open API.
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Your phone leads can be forwarded to our call tracking numbers in order to automatically create a lead when a call is dialed to your Google Ad/Organic tracking numbers.
Reporting on Google Ad/Organic leads for your analytics:
Once you get all your Google Ad/Organic sources integrated into your CRM you then can start reporting on them.
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Using the Inbox Layouts & Custom Report tool you can run an instant export or even scheduled export of leads filtered by your Google Ad/Organic sources.
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You can export any specific segment of leads/clients that you need to report on. Ex. Signed clients.
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This report can include all of the data points in the system that you need to report as long as you are collecting it from your sources when the lead is created.
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Ex. source, medium, keyword , GID , GCLID etc
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The custom report export generates an excel file that can be used to close the loop/update data in your Google Ad analytics.