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CRM Activity Agent

The CRM Activity Agent connects your CRM to Google Ads and automatically uploads pipeline stage changes as offline conversions. When a lead moves to a qualified stage in your CRM, Adscriptly sends that signal back to Google Ads so Smart Bidding can optimize for leads that actually convert into customers.

How It Works

  1. Connect your CRM to Adscriptly (Salesforce, HubSpot, Pipedrive, Zoho, Close, or GoHighLevel)
  2. Choose which pipeline stages or deal statuses represent a qualified conversion
  3. Adscriptly monitors your CRM for leads that reach those stages
  4. When a lead matches, the conversion is uploaded to Google Ads with the original GCLID and lead data

Supported CRMs

  • Salesforce
  • HubSpot
  • Pipedrive
  • Zoho CRM
  • Close
  • GoHighLevel

Setup

1

Connect your CRM

Go to Settings → Integrations and connect your CRM via OAuth. Adscriptly uses Nango to securely manage the connection.

2

Create a CRM conversion action

From the Conversions dashboard, click “Add New Conversion Type” and select CRM Activity.

3

Map pipeline stages

Select the CRM pipeline stages that should trigger a conversion upload. For example, you might choose “Qualified Lead” or “Proposal Sent” as your conversion trigger.

4

Set a conversion value

Assign a value to each CRM conversion. See the Calculating Conversion Value guide.

Tip

Choose pipeline stages that represent a genuine qualification event — not just initial contact. The further down the funnel, the stronger the signal for Smart Bidding.

Data Matching

The agent matches CRM records to Google Ads clicks using:

  • GCLID — if captured and stored in your CRM
  • Email address — hashed and sent via enhanced conversions for leads
  • Phone number — additional matching signal
For best results, ensure your CRM captures the GCLID from the original landing page URL. This provides the most accurate conversion attribution.
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