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 24 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 24
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