I’m trying to build a system in order to follow leads from ad click, to phone call or form submission, to sign up, to eventual purchase, and I’m having trouble finding a way to link the journey in Zapier. Can someone give me some guidance on building reports vis Salesforce using zaps from Google Ads and CallRail?
What fields need to be selected or created in order to create a report in salesforce for the following:
- Keyword used to click to call into Google Ads then CallRail grab
- Cost of the click
- Salesforce integration with fed through purchase data from the id of the person who called