CRM Integration

Modern businesses manage their business, leads, and sales cycle through Customer Relationship Management software (CRM) such as Hubspot, Zoho CRM, Salesforce or any other popular platforms you've heard of.

While these platforms provide extensive data collection and the ability to create advanced sales workflows, they are not built with a digital marketing featureset.

For example, CRMs let you track your Deal Stages, but if you can't sync these stages with your ad campaigns, it's impossible to know which campaigns generates the most profitable deals.

The CRM touchpoints:

CRM platforms offer a great way to measure, analyze and track your customer lifecycle, as well as many touch points that help you build the customer relationship. Meetings, phone calls, emails, form submissions and more

Contact:

A contact can be a Lead or a Customer. But before turning. a lead into a customer, this Lead will go through several stages, such as MQL, SQL, and customer.

But during the sales process, you will want to track the number of meeting booked, and eventually the deal value.

Deals:

Deals represent the products or services you negotiate with your customers. And before a deal turn into revenue, it goes through several stages such as Qualification, Contract Sent, Contract Signed, and finally the payment.

When your sales cycle is long and you sell a high ticket product you know first hand that it's only after a few touch points that you'll be able to determine whether the fresh leads you just acquired from a Google Ads campaign are qualified or not.

But if you sync your conversion data with Google Ads you will be able to not only optimize your ads that yield the most revenues, but you'll also be able to tell Google which leads to deliver to your ads.

This guide is about tracking any sales funnel and build a deep data pipeline between your business and your marketing.

Prerequisites

The AnyTrack tag is on every page of your funnels.
Your web forms are capturing the AnyTrack click_id.
Your CRM is capable of sending webhook notifications.

Getting started

Leads are

This will be replaced by the tracking script and will send the form with a populated click ID:

Together it will look like this:

<form action="/action\_page.php">  
<label for="fname">First name:</label><br>  
<input type="text" id="fname" name="fname" ><br>  
<label for="lname">Last name:</label><br>  
<input type="text" id="lname" name="lname"><br><br>  
<input type="submit" value="Submit">  
**<input type="hidden" name="click_id" value="--CLICK-ID--">**  
</form>