Operate
Ad attribution
Know which ads bring customers, not just clicks
Meta and Google optimise on the conversions you report back. Report none and they optimise for clicks. This closes that loop, from the ad click to the deal you actually won.
- Captures the ad behind a WhatsApp lead — official and personal numbers
- Reports the outcomes that matter, not the click
- Rules per pipeline and per stage, off until you switch them on
- Customer lifetime value, so the platforms find more of your best buyers
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They now optimise for customers, not clicks
Same budget, aimed at people who actually buy
01 / 05
The signal arrives once, and most tools throw it away
When somebody taps a Click-to-WhatsApp ad, the very first message carries the ad it came from — and only that one message, ever. Miss it and the lead is indistinguishable from anyone else who messaged you that day. It is captured on the way in, before anything else happens, and stored against the contact.
- Works on the official WhatsApp API and on a linked personal number
- Across much of Asia a business runs its ads and answers them on one phone — that case is handled, not an afterthought
- Also captures website visits, so a lead that started on your site is not orphaned
02 / 05
Then it reports what actually happened
A lead becoming a customer is the number the ad platforms need, and it is the one they almost never get. Move a deal to the stage you count as won and the conversion is reported back to Meta or Google with the value attached — so their bidding learns what a good customer looks like instead of what a curious click looks like.
- Meta Conversions API and Google Ads, side by side
- The same outcome is never reported twice, however often a card is dragged
- Reporting happens in the background — it can never slow down or break a customer message
03 / 05
Nothing is reported until you say so
Every destination, every channel and every rule is off until switched on, deliberately. A setup that reports nothing is a support ticket; one that floods a live ad account is not something you can undo, because a conversion cannot be un-sent and the bidding has already learned from it.
- Rules per account, per pipeline, and per individual stage
- A specific rule beats a general one — silence one stage without unpicking the rest
- Personal details are hashed before they ever leave, never sent in the clear
04 / 05
Tell them what a customer is worth, not just that you got one
Add what a customer actually spent — by hand on the deal, or as a spreadsheet upload — and it feeds an audience the platforms can use to find more people like your best buyers. A figure a person typed always beats one from a spreadsheet, so a corrected number is never overruled by a stale import.
05 / 05
Two ways into Google, because one of them takes weeks
Google’s live API needs a developer token they approve by hand, which can take weeks. Until that lands, the same data is served as a file Google Ads collects on a schedule — same conversions, same audiences, no waiting. When the token arrives you switch over and nothing else changes.
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Works well with
Deal pipelines
Kanban sales tracking that speaks your language
Track opportunities on visual Kanban pipelines with custom stages, values, assignees and your own currency.
Learn moreAgents that work on their own
Wakes up, does the work, asks you when it matters
Give an agent a job and a time. It wakes up, works, splits the load when the job is big, and stops to ask you before anything you would want to check.
Learn moreContacts & CRM
One clean record per customer
Tags, custom fields, notes and CSV import with automatic phone-number deduplication — so every customer is one record, not five.
Learn moreReady to answer every customer in one place?
Bring WhatsApp, Messenger and Instagram together with AI that actually helps. Talk to us and we'll get you set up.
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