How to connect your CRM to your ad platforms
Value-based bidding only works if value can travel from where it's known (your CRM) to where it's bid on (your ad accounts). Here's the data path and how to wire each end without a data team.
The data path
- A lead is created or updated in your CRM.
- PipeValue reads its attributes and computes a euro value.
- The value + matching keys are sent to each connected ad platform's conversions API.
- The platform attributes the conversion to the original click and optimizes toward value.
Connecting the source (CRM)
Native sources connect in one click with OAuth: HubSpot (Contacts, Deals & Companies), Salesforce, Pipedrive and Intercom. No CRM connector? Use a CSV/XLSX import, or a signed webhook URL for anything custom. PipeValue then auto-detects the available attributes so you can pick the ones that predict value.
Identity & match rates
A conversion is only useful if the platform can tie it back to a click. PipeValue captures click IDs (gclid, fbclid, li_fat_id) via a lightweight snippet and hashes the lead's email/phone (SHA-256) for privacy-safe matching. Higher match rates mean more conversions counted — and less wasted spend.
Connecting destinations
On the destination side you connect each ad account: Meta (Conversions API), Google Ads (click conversions + Enhanced Conversions), LinkedIn, X and TikTok. OAuth is the simple path where available; otherwise paste an API token. Pick the conversion target and you're live.
Test before you send
Flip a model to shadow mode first: values are computed and logged but nothing is sent. Once the numbers look right, switch to live and the next scored leads flow to your platforms.