Track Offline Conversions with Tracklution: CRM Webhooks & Zapier Setup скачать в хорошем качестве

Track Offline Conversions with Tracklution: CRM Webhooks & Zapier Setup

In this video, Emma from Tracklution walks you through how to send offline conversions to your Tracklution container and match them to website sessions before forwarding them to your ad platforms. You’ll learn two different ways to send offline conversions to Tracklution: 1. Using the platform’s own automation tool Example: How to send purchase data directly from a CRM using built-in workflow automation and webhooks 2. Using Zapier as a middleware Example: How to send booked meetings from Calendly to Tracklution using Zapier In addition, you’ll learn: How Tracklution matches offline events to website sessions Why collecting email or external ID is critical for accurate matching How to validate webhook events inside the Tracklution dashboard This tutorial is relevant no matter which external platform you want to send data from. As long as you can send a webhook, you can track offline conversions with Tracklution. After setting this up, you’ll be ready to connect your data to Google Ads, Meta, and other ad platforms to improve attribution and optimization. 00:00 Intro: what you’ll learn 00:21 Overview: CRM automation vs zapier 01:02 Example 1: using CRM automation 01:11 Demo setup and PageView tracking 02:18 Why website tracking comes first 03:20 Using tracklution Magic and ContactInfo 04:16 Testing a Lead form 05:29 Creating a CRM webhook (Zoho example) 07:27 Configuring the webhook in Tracklution 09:01 Parameters: event name, value, currency, email 12:44 Testing the CRM purchase event 14:02 Matching webhook events to sessions 15:30 Example 2: using Zapier 17:43 Creating a Zap with Calendly 19:43 Configuring the Zapier webhook 21:16 Setting event name and parameters 22:27 Testing the Zapier webhook 23:44 Testing session matching 26:53 Confirming parent session match 28:48 Sending data to ad platforms