How to connect Google ads with Salesforce


Setup

In Salesforce, click on the app launcher and search for Heeet.The Heeet settings page will open in a new window.For each integration you want to activate, click on the"Sign Up" / "Connect" button.Select a start date from which you'd like to startgetting your campaigns data in Salesforce.


Select Start Date

Set a start date (we recommend to use today date to avoid syncing historical data and startcollecting campaign costs, impressions and clicks from today) + click on Save

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Connect your account

Click on Sign in with Google and connect your account (check all the permissions).

  1. You should see a confirmation message
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  1. Select customer accounts you want to sync and click on Save
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  1. It is done with Google Ads. The sync will occur every hour.


Setup Conversion triggers

Create a new trigger to send conversions to Google Ads

  • Go to Heeet Settings > Integrations > Google Ads (A)
  • Click on Conversion Triggers (B) and on New (C)
  • Give a name to your conversion trigger (ex: closed won opportunity)
  • Select the connected Google Ads account, customer ID and existing Google Ads conversion (D)
  • Select the triggering Salesforce object (E)
  • Add a condition and fill in the value which should trigger the event. (F) Please note that you have to paste the API name of the field value. Exemple: You want to send an event to Google Ads when a lead is converted. Then you will have to select the API name of the Lead « Status » field
  • Select what amount field should be sent as conversion value (G)
  • Finally, select what Gclid field (unique advertising ID associated to a user) should be used. (H)
  • You can select either Heeet First Click Google Gclid or Heeet Last Click Google Gclid.

Tip: if you want to use first click Gclid if last click Gclid is missingor last click Gclid is first click Gclid is missing, ask a SalesforceAdmin to build a Formula Field in Salesforce (« GCLID ») takingone or the other value.

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Setup Audience triggers

Create a new trigger to send Lead/Contact to Google Ads Audience

  1. Click on Audience Triggers and click on New
  2. Select the Object the conversion audience will be applied (between Lead and Contact)
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  1. Select the Google Ads Account, the Customer Id and Audience
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  1. Select the Conditions (Amount and Gclid)
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  1. Select the Values (FirstName, LastName, Email, Phone)
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  1. Click on Save


Data Sync

Once configured, Heeet will automatically sync the following data from Google Ads to Salesforce:

  • Campaign costs
  • Impressions
  • Clicks
  • Conversion data
  • Audience data

The sync occurs every hour to ensure your Salesforce data is always up to date.

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