Service 05 · Tracking & CRM

Tracking from the click to the deal in your CRM

Every lead comes with its source, campaign and deal value. Sales data flows back into the ad accounts, so the algorithms learn from deals, not from filled-in forms.

CRM
HubSpot, Salesforce, Pipedrive, Zoho, amoCRM, Bitrix24 and others
Levels
Basic and full, with offline conversions
Data
Yours: everything lives in your accounts

When you need it

The numbers don’t match

The ad account shows one lead count, the CRM another, and analytics a third.

Leads without a source

Sales doesn’t know where a customer came from, and it’s unclear which campaign brings deals.

Algorithms learn from the wrong signal

Ads optimize for form fills, spam and poor-fit leads included, not for sales.

What’s included

Basic tracking

  • GA4 and Google Tag Manager: events and conversions
  • Ad platform pixels and tags, enhanced conversions for leads
  • Events: form submits, phone and messenger clicks, calendar bookings
  • A UTM scheme and link builder, Search Console
  • Cookie consent that follows Google’s rules (Consent Mode v2)
  • Lead notifications by email and Telegram, plus a backup spreadsheet of leads

Full tracking

  • Server-side events to Google and Meta
  • Leads in the CRM with source, UTMs and click IDs, without duplicates
  • CRM fields and stages set up for marketing
  • Offline conversions: qualification, deals and revenue sent back to Google Ads and Meta
  • Call tracking
  • Weekly monitoring for tracking breakages

For large budgets: data export to BigQuery and SQL reports, predictive attribution and value-based bidding, API integration with a custom-built CRM. Quoted separately.

Who does what

X3RED

  1. 01Measurement plan and event schema
  2. 02Analytics, tags and server-side container setup
  3. 03CRM integration and offline conversions
  4. 04Specs for your developers and a review of the implementation
  5. 05An end-to-end test of the path: click → lead → CRM → ad account

You

  1. 01Access to analytics, ad accounts and CRM
  2. 02Installing code on your main site from our spec
  3. 03Service subscriptions on your accounts
  4. 04Sales keeping deal stages and deal values up to date

Pricing

Questions

No. We work with yours: HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, amoCRM, Bitrix24 and others. If you don’t have a CRM yet, we’ll help you choose one.

Let’s talk about your project

Send a request and we’ll reply within one business day to set up a call. Within 2 business days after the call you get a plan and a proposal with price and timeline.

Work with us

  1. 01Reply within 1 business day
  2. 0245-minute call
  3. 03Plan and proposal

Work with us

Call · 45 minutes

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