Measurement · 15 min
Offline Conversion Tracking Playbook
Feed qualified leads, opportunities and revenue back into Google and Meta without corrupting the signal.
Choose the CRM stages that represent meaningful progress. Do not upload every status change as a primary conversion.
1. Define the conversion hierarchy
Choose the CRM stages that represent meaningful progress. Do not upload every status change as a primary conversion.
2. Preserve the click identifier
Capture GCLID, GBRAID, WBRAID or Meta identifiers at form submission and persist them in the CRM.
3. Map and upload outcomes
Use stable event names, timestamps, values and currency. Test with a small sample before automation.
4. Validate before bidding
Compare CRM counts with imported counts, inspect match rates and wait for stable volume before changing bid strategy.