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Sales

Optimise toward the leads sales keeps.

A form fill is not a customer. Your CRM knows which leads were qualified, which became opportunities, what each was worth, and which closed. Realvertising reads that record and sends the downstream outcome back to the networks as the conversion each campaign optimises toward, inside the limits written in the Campaign Constitution. Stage meaning and deal value stay owned by your CRM: the business metrics service reads them, and the model explains what they show.

In short: Realvertising reads leads, qualification state, opportunities, stage changes and won-lost outcomes from your CRM, and holds them as the CRM layer of truth about lead and customer quality. Downstream outcomes are forwarded to Google, Meta, TikTok, LinkedIn and Microsoft as offline conversions, and acquisition fields are written back onto the record.

What it is

A customer relationship management system holds the sales record: leads and companies, qualification state, opportunities, stage changes, and the reason each deal was won or lost. Stage definitions and deal values are set there, by the people who work the pipeline.

What Realvertising receives

  • Leads and companies with the acquisition identifiers captured at the form — click identifier, campaign parameters, landing page and first-touch source.
  • Qualification state and every transition, including disqualification with the reason your team recorded.
  • Opportunities with value, currency, owner, stage changes and the date each stage was entered.
  • Won and lost outcomes with the closed amount, the lost reason, and the elapsed time from first touch to close.

What it sends back

  • Qualified-lead, opportunity-created and closed-won events to Google, Meta, TikTok, LinkedIn and Microsoft as offline conversions, carrying the click identifier and the value your CRM holds.
  • Acquisition fields written onto the lead, contact and company record: credited channel, campaign, ad and landing page, with the attribution rule named beside them.
  • A flag on records that entered a suppression or seed audience, so a rep can see why a customer stopped being advertised to.

What this lets you ask

Questions this connection makes answerable.

  • Which campaigns are credited with leads that sales qualifies, and which with volume disqualified within a day?
  • What is cost per opportunity by channel this quarter, next to cost per lead?
  • How long does a LinkedIn lead take to reach closed-won compared with a Google search lead?

How it connects

  1. 1Authorise your CRM and select the objects Realvertising reads — leads, companies, opportunities — and the pipelines that count.
  2. 2Map your stages to outcome events: which stage means qualified, which means opportunity, which means won. The mapping is explicit and versioned.
  3. 3Name the field carrying the click identifier on inbound records, then set which outcomes are forwarded to which networks under the Constitution's approval rules.

Where it stops

  • Stage meaning, deal value and pipeline structure belong to your CRM. Realvertising consumes those definitions and does not redefine a stage or recompute a deal's worth.
  • Records created without a click identifier join at campaign level at best, and often not at all. The connection page states the match rate rather than inferring a source.
  • A closed-won deal is recorded after a campaign and credited to it under your rule. Whether the campaign changed the outcome is a question for a holdout or geo test.

Integrations

Everything the Growth Brain can read.

Web analyticsIndependent journey and conversion truth from your own site — held beside network-reported numbers, never merged into them.CRMQualified leads, pipeline and closed-won outcomes become the signal networks optimise toward — not form fills.Finance systemMoney that actually arrived — payments, subscriptions, refunds — becomes the value networks optimise against.Accounting systemGross margin and contribution, as your accountants define them, become the floor under every budget decision.Content platformAd copy is assembled from claims your content platform already approved, and a lapsed claim stops being used.Brand assetsOnly assets with a live licence and the right usage rights reach a placement, and expiry pulls them back out.Consent platformConfigured consent state decides which identifiers may be activated, enforced at every hand-off to a network.Custom APIYour own outcomes and values, posted with an idempotency key and forwarded to the networks as conversion signals.Google AdsOAuth into your manager account, read the campaign tree, write budgets and targets, return conversions keyed by GCLID.MetaSystem User token, Business Manager discovery, budgets written back, and server-side Conversions API events that deduplicate.TikTokBusiness Center OAuth, campaign sync, Events API server events with dedupe, and budgets written under Constitution limits.LinkedInAd account discovery, campaign and creative sync, Lead Gen Form pull, and CRM stages returned through the Conversions API.Microsoft AdsEntra sign-in, account hierarchy sync, offline conversions keyed on MSCLKID, and writes that respect import-managed campaigns.ShopifyOrders, refunds and payouts arrive as commercial outcomes, keyed by order id so a retried webhook cannot count a sale twice.StripePayments, invoices, subscriptions, refunds and payouts ingested on event id, so a replayed webhook never double-counts.

One goal. Every channel. Real business truth.

Connect your ad accounts, say what a good customer is worth, and let the Growth Brain work the objective inside limits you set.

No ad spend commitment · Connect one channel to start · [email protected]