Integrating Trial Account Requests with CRM and Google Ads

Hi Savannah ,

During tomorrow's team meeting, I'm going to add an item to the agenda to discuss methods for us to integrate trial account requests submitted through the new marketing site into our CRM (Apptivo) and Google Ads.

With the new application, we are launching a series of new Google Ads campaigns, and we need tools that allow us to track leads generated from the relevant campaigns. It seems like the most effective way for us to do that would be to integrate Apptivo into the marketing site using the Apptivo WordPress plugin: https://www.apptivo.com/integrations/wordpress-crm-integration/, and then we'll connect Apptivo to Google Ads.

Could you discuss this issue with Rob and then we'll discuss options during tomorrow's meeting.

Thanks,

Morgan