Lead generation
CRM integration
Connecting the advertising tools to the customer relationship management system where leads and deals are tracked.
What it is
Leads flow from ads into the CRM with their source, and stage changes flow back to reporting and to the ad platforms.
Why it matters
For lead generationIt is what lets an advertiser judge ads by pipeline and revenue instead of by clicks and form fills.
In practice
Pass the campaign, ad and click ID with every lead, and map CRM stages to conversions the platforms can use.
A common mistake
Connecting the forms but not the stages, so the CRM knows which ad brought a lead but the ads never learn what happened next.
At Dynamic Ad
All terms
Wherever they go today: your form, your calendar or your CRM. Each one arrives carrying the ad, the role and the platform that won it.