What these systems normally control
Requirements for assessment; confirm supported actions before relying on this workflow.
Advertising budget, creative, audiences, campaign structure, click and conversion tracking, and platform-side reporting.
Marketing and Advertising
Bring campaign activity into the inquiry follow-up conversation.
Provider options and connection limits
Providers to assess for marketing and advertising
Google AdsNeeds assessment
Meta AdsNeeds assessment
MailchimpNeeds assessment
Constant ContactNeeds assessment
Check the actual connection before changing your process.
On Pro, the QuickBooks Online connection imports customers and invoices from your own company and does not write back. It still needs checking with your company. Other provider names and the information flows below describe requirements to assess, not ready-to-use connections. Confirm the provider, plan, permissions, direction and any setup cost before work begins.
Why the specialized system usually stays
Requirements for assessment; confirm supported actions before relying on this workflow.
Ad platforms own bidding, placement, and reach. Replacing them isn't the goal — connecting them to what the lead actually became is.
Information to review for import
Requirements for assessment; confirm supported actions before relying on this workflow.
- Campaign, ad group, and creative structure
- Click and impression volume
- Form-submission and conversion events
- Spend by campaign and audience
Information to review for export
Requirements for assessment; confirm supported actions before relying on this workflow.
- Offline conversion events (deals won, jobs completed, revenue)
- Audience membership updates based on customer status
- Suppression audiences for customers who should not be targeted
- Campaign performance context for internal dashboards
Events to consider during setup
Requirements for assessment; confirm supported actions before relying on this workflow.
- New lead attributed to a campaign
- Deal won attributable to a campaign
- Work completed for an attributed lead
- Customer becomes ineligible for a campaign
Manual work the proposed connection may reduce
Requirements for assessment; confirm supported actions before relying on this workflow.
- Manually stitching ad reports to CRM reports to accounting exports
- Rebuilding remarketing audiences from spreadsheets
- Guessing which channel actually produced last month's revenue
- Recomputing cost-per-customer by hand
Whose work improves
Requirements for assessment; confirm supported actions before relying on this workflow.
- Sales and marketing leader
- Owner / executive
- Finance and accounting
Reports that become possible
Requirements for assessment; confirm supported actions before relying on this workflow.
- Revenue by campaign, ad group, and creative
- Cost per acquired customer
- Time from click to revenue
- Lifetime value by acquisition source
Access and permission notes
Requirements for assessment; confirm supported actions before relying on this workflow.
- OAuth against the ad platform's read-only reporting scope where possible.
- Conversion write-back scoped to the specific ad account granted.
Common category-wide limitations
Requirements for assessment; confirm supported actions before relying on this workflow.
- Platform-side attribution windows still apply — offline events must arrive inside them.
- Some platforms hash offline conversion identifiers, limiting granularity.
What might be replaced after review
Requirements for assessment; confirm supported actions before relying on this workflow.
The Forge does not replace the ad platforms. It replaces the manual reconciliation of clicks to revenue.