Integrations & Automation

Native ad lead connections and configurable webhooks bring inquiries into the right client pipeline. Outbound events connect your CRM to the automation tools you already use.

From lead form to pipeline, without retyping.

Native ad lead connections and configurable webhooks bring inquiries into the right client pipeline. Outbound events connect your CRM to the automation tools you already use.

Zapier

Connect your existing Zapier workflows to a client’s secure inbound webhook, or receive new-lead and stage-change events through an outbound webhook.

Make.com

Route form submissions into the pipeline with Make scenarios and send lead updates to your other connected tools.

n8n

Use webhook-triggered n8n workflows to process new inquiries and pipeline changes in your own automation environment.

Google Sheets

Send lead events to Google Sheets through Zapier, Make or n8n. Configure the sheet mapping in your chosen service; this is not a native Sheets account connection.

Meta Lead Ads

Receive Facebook and Instagram lead-form inquiries through the native Meta connection, routed to the matching client or member pipeline with duplicate protection.

Google Ads lead forms

Capture Google Ads form submissions through a per-client webhook and verification key, preserving Google Ads as the lead source.

Custom inbound & outbound webhooks

Bring website and custom forms into the client inbox. Send lead data as HTTP POST when a new lead arrives or its pipeline stage changes; test the destination from client settings.

New lead → client pipeline → outbound webhook

Stage change → outbound webhook → your CRM or spreadsheet

Incoming leads sync as events arrive. Delivery depends on provider setup and network availability. Zapier, Make, n8n and Sheets workflows are configured separately; Meta permissions and the Google Ads Sync add-on or complimentary access apply.

Client Reports & Google Ads Analytics

Show clients where their leads and ad spend go.

White-label monthly client PDF reports

Choose a month and year, then open a printable report carrying your agency logo, name, contact details, accent color and the client’s name. Use the print/PDF action to save it as PDF in your browser.

Monthly lead totals & month-over-month trends
Meta, Google Ads, website & direct source breakdowns
Conversion stages, won revenue & response times

Live Google Ads analytics in client workspaces

Connect and select a Google Ads account to retrieve the last 30 days of spend, clicks, impressions and average CPC inside the agency and client workspaces. Refresh metrics from the connected account.

30-day ad spend & average CPC
Clicks & impressions from your connected account
Monthly spend feeds estimated ROI & ROAS

Reports require Client Reporting Suite; Google Ads sync and analytics require Google Ads Lead Sync, or complimentary access. Google OAuth and API approval are required. ROI/ROAS compares recorded won deal value with selected ad spend, not verified profit or campaign-level attribution; additional ad spend can be entered manually.

Explore plans & add-ons