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Upload new leads from a CRM system as offline conversions to an advertising platform

What does this automation do?

This automation periodically checks for new leads in a CRM system and automatically uploads them as offline conversions to a specified advertising platform. The automation ensures optimal performance when lead records include first name, last name, and email address. Company association further improves matching rates, though it's not mandatory. The automation is scheduled to run every 15 minutes, but the schedule can be adjusted as needed.

CRM
Advertising Platform

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How does the implementation work?

Here is our 5-step process for turn-key automation:

  1. We assess your needs and verify that the automation does what you expect.
  2. We map out the systems you currently have in place, and identify any additional needs.
  3. We send you a proposal for implementation.
  4. We implement the automation.
  5. We provide documentation and training for the automation.
What processes this automates

Improving ad targeting and campaign performance

By uploading offline conversion data, the advertising platform can better understand which leads convert, enabling more precise ad targeting, optimized bidding strategies, and ultimately, a higher return on ad spend.

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Measuring the true impact of marketing campaigns

Connects online advertising efforts with offline sales, providing a holistic view of campaign performance beyond online metrics, and allowing for more accurate attribution of conversions to specific campaigns.

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Creating more relevant and personalized ad experiences

Leverages offline conversion data to create more targeted and personalized ad experiences for potential customers, increasing engagement and conversion rates.

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Automating the data transfer process between sales and marketing systems

Eliminates manual data entry and reduces the risk of errors, freeing up valuable time for sales and marketing teams to focus on higher-value activities.

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Refining lead scoring and qualification models

Provides insights into which lead characteristics are most predictive of offline conversions, which can be used to improve lead scoring models and prioritize high-potential leads.

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