Sync conversions, tag leads, and prove ad ROI automatically - no middleware or manual exports required.
Upload Closed Won opportunities to Google Ads automatically so Smart Bidding learns from real revenue signals.
Stamp every new Salesforce lead with the exact campaign and keyword that drove the click.
Build and refresh Google Ads audiences from live Salesforce segments without touching a CSV file.
Send Salesforce opportunity values back to Google Ads as offline conversions to sharpen Smart Bidding accuracy.
Capture Google Click IDs at form submission and persist them on Salesforce Lead records for full-funnel tracking.
Turn SOQL-defined account segments into hashed Customer Match lists uploaded directly to Google Ads via API.
Pull cost and pipeline data from both platforms into a single Salesforce report for stakeholder reviews.
Identify which Google Ads keywords generated the most Salesforce opportunities in any given time period.
Authorize Neotask with Google Ads Standard access and Salesforce OAuth - no middleware or ETL pipeline needed.
Tell Neotask what to sync in plain language - for example, 'upload Closed Won opportunities from the last 30 days as offline conversions.'
Neotask runs the sync on your chosen cadence, handles GCLID matching, hashes Customer Match data, and posts results back as a Salesforce report.
| Capability | What Neotask Does |
|---|---|
| Offline Conversion Upload | Reads Closed Won opps, matches GCLID, submits to Google Ads Conversions API |
| Lead GCLID Tagging | Stamps new Salesforce Leads with campaign, ad group, and keyword on creation |
| Customer Match Sync | Runs SOQL, hashes contacts, uploads to Google Ads Customer Match via API |
| Cross-Platform Reporting | Pulls Google Ads cost data and Salesforce pipeline into combined reports |
| GCLID Coverage Audit | Scans existing Lead records and reports percentage with valid, unexpired GCLIDs |
Ad spend and CRM data live in separate silos by default. Marketers see click volume; sales teams see pipeline - and no one has a clear picture connecting a clicked keyword to a closed deal. Neotask bridges that gap by automating the data flows that attribution depends on.
Google Ads Smart Bidding improves when it receives revenue signals, not just lead events. Neotask reads your Salesforce Opportunities on a schedule, identifies records that have reached Closed Won since the last sync, and submits each one as an offline conversion via the Google Ads API - including the Opportunity Amount as the conversion value. The GCLID stored on the originating Lead record is used as the match key, with hashed email as a fallback.
Attribution breaks when GCLID is not captured at form submission. Neotask can audit your existing Lead records to measure GCLID coverage and identify gaps. For new leads, it stamps the Salesforce record with campaign name, ad group, and keyword at the moment of creation so every rep starts with accurate source data.
Customer Match is powerful but tedious to maintain manually. Neotask accepts a plain-language segment description or SOQL query, extracts and hashes contact fields per Google requirements, and uploads the list via API. Audiences update on schedule so your bid adjustments reflect real-time CRM state - open opportunities, closed lost, and active customers each in their own list.
Revenue operations teams running demand generation, performance marketers accountable for pipeline contribution, and Salesforce admins tired of manual export-and-upload routines will all see immediate time savings.
Capture GCLID at form submission and store it on the Salesforce Lead immediately - it expires after 90 days and cannot be reconstructed later.
Use Closed Won as your conversion trigger rather than lead creation, giving Google Ads the most accurate signal for Smart Bidding.
Maintain separate Customer Match lists by lifecycle stage so bid adjustments always reflect real funnel position rather than a single blended audience.
Neotask uses the Google Click ID (GCLID) stored on the Salesforce Lead or Contact record as the primary match key. When that lead reaches a target opportunity stage, Neotask submits a conversion event to the Google Ads Offline Conversions API including the GCLID and the Opportunity Amount as conversion value. If GCLIDs are missing, Neotask falls back to hashed email via Enhanced Conversions matching.
Yes. Neotask accepts a SOQL query or plain-language segment description, runs the query, hashes contact fields per Google requirements, and uploads the list directly via the Customer Match API. Lists can be scheduled to refresh automatically. Neotask will warn you if a segment is below the 1,000-user minimum before uploading.
For Google Ads, Neotask requires Standard access or higher on the relevant accounts. Read-only access is sufficient for reporting-only workflows. For Salesforce, Neotask uses OAuth 2.0 and needs API access enabled plus read/write on Lead, Contact, Opportunity, and Account objects depending on active workflows. Credentials are encrypted at rest and in transit; raw CRM data is never persisted.
Yes. When GCLIDs are absent or expired, Neotask can use hashed email addresses from Salesforce Contact records as the match identifier for Google's Enhanced Conversions. You can ask Neotask to audit your existing leads and report GCLID coverage before deciding which matching method to rely on.
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