CRM Help

Tracking Google Ads Data

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.

  • Google Ads Tab - Details related to the Google Ads Client Account, the associated Campaigns, AdGroups, Ads, and Keywords can be viewed. In some cases, the conversion data is not pushed to Google Ads. Such Conversion Import Failures will also be listed.
  • Leads, Contacts, and Potentials Modules - When a visitor clicks on an ad and fills up the web form (Web-to-Lead/Contact) in the landing page, a lead/contact is automatically created in Zoho CRM. For all the leads generated via Google Ads, GCLID will be set. The Google Ads Information section in the lead/contact is updated approximately 24 hours after the record is created.
  • Campaigns Module - While setting up the integration, the campaigns associated to the Google Ads Client Account will be created in Zoho CRM.
  • Reports and Dashboards - New set of reports and dashboards to track Google Ads related data, will be available in Zoho CRM.

By having Google Ads data in Zoho CRM, you can:

  • View leads in Zoho CRM that are generated from Google Ads.
  • Track offline sales from clicks to conversions.
  • Generate reports based on Google Ads data.

Understanding the GCLID Mapping in Zoho CRM

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.

Filter Leads Generated from Google Ads

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

View Google Ads Data in Record's Details Page

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

  1. Click the Leads/Contacts/Potentials tab.
  2. Click on a record to view the details.
    The Google Ads Information section will be available. Data is automatically populated in this section. The field values cannot be edited.

Note:

  • Google Ads information is also displayed as part of the Marketing Information Section in the corresponding Visits details page in the Visits module. See also: View Google Ads Information

Track Data in Google Ads Tab

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.

Track Client Account Summary

To view Google Ads data in Zoho CRM

  1. In Zoho CRM, click the Google Ads tab.
  2. In the Google Ads page, click Accounts.
  3. Select an Account to view the details of the associated Campaigns, Adgroups, Ads and Keywords.
    Details such as Clicks, Impressions, Leads/Contacts Created, Leads Converted, Potential Won, Spending Cost and ROI specific will be listed.

View Reports

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

  1. In Zoho CRM, click the Reports tab.  
  2. Click Google Ads Reports
    The Google Ads reports will be listed.

View Dashboards

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

  1. Log in to Zoho CRM.
  2. Click the Dashboards tab.
  3. From the Switch to Dashboards drop-down select Google Ads Dashboards.
    The set of pre-built dashboards get displayed.

Enable/Disable Google Ads Tab Access for Zoho CRM Users

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

  1. Click [Settings icon] and click Setup > Users & Control > Security Control > Profiles.
  2. Click the Edit for the corresponding profile to which you want to provide Google Ads tab permission.
  3. Under Module-level Permissions, select the Google Ads checkbox.
  4. Click Save.

Deactivate Google Ads Integration

On deactivating the Google Ads Integration the following will not be available:

  • The Google Ads tab.
  • The Google Ads Information section along with the related fields in the Leads, Contacts, and Potential modules. (Existing Leads, Contacts and Potentials will retain information in this section)
  • The Reports and Dashboards for Google Ads.

To deactivate Google Ads integration

  1. Log in to Zoho CRM with administrator privileges.
  2. Go to Setup > Marketplace > Google > Google Ads.
  3. Click the Deactivate link.
  4. In the Deactivation pop-up, click Confirm Deactivation.

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