Connect your CRM with Google Ads, Meta and all your media
Babuin reads the leads, opportunities and sales from Salesforce, HubSpot or another CRM, matches them with the campaign that originated them and uses that result to bid and allocate the budget.
What happens after the form
The platforms see the submitted form. Your CRM knows which leads became customers and for how much.
Leads and their origin
Sign-up date, campaign and medium each lead came from.
Pipeline stages
Status changes: qualified lead, opportunity, sale closed or discarded.
Value
Amount of the opportunity or the sale, to optimize by value and not only by volume.
Matching identifiers
Click IDs (such as Google’s GCLID) or hashed contact data, depending on what each platform supports.
Bids and allocation by customers, not by forms
With CRM data, each medium is measured by what it contributes to the business.
Offline conversions
The CRM’s sales and qualified leads go back to Google Ads and Meta as offline conversions, so their algorithms learn from real results.
Value-based bidding
MonkeyBot bids according to the value of the sales recorded in the CRM (value-based bidding).
Allocation across media
DBA compares each channel’s real cost per sale and moves the investment every day.
Business report
Cost per qualified lead and per sale on each medium, with the figures from your CRM.
Four steps to connect your CRM
We set it up with you. The goal is to decide what counts as a result and with what value.
- 01
CRM access
We connect Babuin to your CRM to read the necessary objects: leads, opportunities and sales.
- 02
Define the result
You choose which pipeline stages count as a conversion and what value each one has.
- 03
Match with campaigns
Babuin links each result to its medium and campaign of origin.
- 04
Daily optimization
With the data connected, the algorithms bid, allocate and report every day.
CRM and Babuin
How do I connect my CRM with Google Ads?
Babuin reads the sales and qualified leads from your CRM and sends them to Google Ads as offline conversions, linked to the click that originated them. That way Google Ads optimizes with business results and Babuin can measure each campaign’s real cost per sale.
How do I upload offline conversions to Meta?
The same way: Babuin sends Meta the results recorded in the CRM so its campaigns optimize towards them. We explain the full process in the guide how to upload offline conversions to Google Ads and Meta.
Which CRMs are supported?
We work with CRMs such as Salesforce and HubSpot, among others. If your CRM has no direct connection, you can use a periodic export or a spreadsheet.
Do I need to change my CRM or my campaigns?
No. Babuin works with the CRM you already use and on your current media accounts.
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