Once the integration is set and your web forms are live, you can easily track your Google Ads information inside Zoho CRM. Within Zoho CRM, you can track the Google Ads data in a few places.
By having Google Ads data in Zoho CRM, you can:
For every ad click, Google generates a Google Click ID (GCLID). This ID processes information related to the campaign, keyword, adgroup, etc. of the Ad. So how is this data captured within Zoho CRM?
We know that when an ad is clicked, GCLID is created. If the person fills the web form that the ad is connected to, then both the GCLID and the web form details are pushed to Zoho CRM database. At this point, the leads/contacts are created with the details provided in the form but the details from the GCLID is not mapped to these leads/contacts.
Google Ads requires 4-6 hours after the ad click to process the details of the click. So every 48-72 hours, the GCLIDs generated on ad click and the leads added in CRM are mapped and only then the Google Ads data is added to the respective records in Zoho CRM.
When your prospective customer clicks your Ad and submits the web form, a new lead/contact is created in Zoho CRM with the lead/contact information. Records generated this way will have the GCLID value in the Google Ads Information section. You can view the records generated via Google Ads in the standard list view - Google Ads Conversion Export. You can also create custom list view to filter out specific records. See Also: Manage List Views
Lead/Contact added in Zoho CRM via Google Ads will have details captured by GCLID. These include Click Type, Ad Network, Keyword, Device Type, etc. This data is updated in the Google Ads Information section approximately 48-72 hours from the record creation time.
On lead conversion, the Google Ads data will be transferred to the newly created contact and potentials. Also, if another potential is created, associated for the contact, the same Google Ads details will be pushed to the new potential too.
To view Google Ads data in record's details page
Once the integration is set up, a new tab namely Google Ads is added. In the Google Ads tab, you can view the Google Ads Client Accounts and the details on the associated Campaigns, Adgroups, Ads and Keywords. You can also keep track of the Conversion Import Failures i.e. the list of records for which data is not pushed back to Google Ads. See Also Conversion Import Failures.
To view Google Ads data in Zoho CRM
Zoho CRM offers you with a set of 7 standard reports by default such as Leads by Device, Deal Stages by Campaigns, Google Campaigns by Industry and more. These standard reports help you track various parameters and performance of your Google Ads. You can check for your actual return on investment from the deals that you win, experiment with keywords and build your strategy for Google Ads investment easily. You can also create new report for your organization's requirement of Google Ads information in Zoho CRM. See Also: Generating Reports
To view reports for Google Ads
Dashboards, the pictorial representations of your reports are also available by default for all the pre-built reports in Zoho CRM. You can view dashboards for your Google Ads metric in two-dimensional and three-dimensional chart, bar, graph and more.
To view dashboards for Google Ads
After configuring the Google Ads integration, a new tab namely Google Ads will be available. You can enable or disable this tab for other users in your Zoho CRM account.
To enable/disable Google Ads tab for users
On deactivating the Google Ads Integration the following will not be available:
To deactivate Google Ads integration
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