Track Offline Conversions with Tracklution: CRM Webhooks & Zapier Setup

Описание: In this video, Emma from Tracklution walks you through how to send offline conversions to your Tracklution container and match them to website sessions before forwarding them to your ad platforms.

You’ll learn two different ways to send offline conversions to Tracklution:
1. Using the platform’s own automation tool
Example: How to send purchase data directly from a CRM using built-in workflow automation and webhooks
2. Using Zapier as a middleware
Example: How to send booked meetings from Calendly to Tracklution using Zapier
In addition, you’ll learn:
How Tracklution matches offline events to website sessions
Why collecting email or external ID is critical for accurate matching
How to validate webhook events inside the Tracklution dashboard

This tutorial is relevant no matter which external platform you want to send data from. As long as you can send a webhook, you can track offline conversions with Tracklution.

After setting this up, you’ll be ready to connect your data to Google Ads, Meta, and other ad platforms to improve attribution and optimization.

00:00 Intro: what you’ll learn
00:21 Overview: CRM automation vs zapier
01:02 Example 1: using CRM automation
01:11 Demo setup and PageView tracking
02:18 Why website tracking comes first
03:20 Using tracklution Magic and ContactInfo
04:16 Testing a Lead form
05:29 Creating a CRM webhook (Zoho example)
07:27 Configuring the webhook in Tracklution
09:01 Parameters: event name, value, currency, email
12:44 Testing the CRM purchase event
14:02 Matching webhook events to sessions
15:30 Example 2: using Zapier
17:43 Creating a Zap with Calendly
19:43 Configuring the Zapier webhook
21:16 Setting event name and parameters
22:27 Testing the Zapier webhook
23:44 Testing session matching
26:53 Confirming parent session match
28:48 Sending data to ad platforms