Getting Started with True Conversions
This guide walks through the complete setup, from creating an account to verifying your first matched conversion.
1. Create an Account
- Log in to your True Conversions dashboard.
- Go to Accounts and click Add Account.
- Enter the account name (e.g., the brand or business you're managing).
- A unique Webhook URL is generated automatically for this account.
2. Install the GTM Tag
The GTM tag captures advertising click IDs (gclid, fbclid, ttclid) and UTM parameters from landing page URLs and stores them in first-party cookies. These values are included in form submissions so True Conversions can match conversions back to ad clicks.
See the full instructions in the Installation Guide.
Summary:
- In Google Tag Manager, create a Custom HTML tag with the provided script.
- Set the trigger to All Pages.
- Publish the container.
3. Connect Your CRM
Navigate to your account's CRM Integrations page and connect the CRM that feeds conversion events.
| CRM | Connection method | Guide |
|---|---|---|
| Pipedrive | OAuth (one-click) | Pipedrive Setup |
| RD Station Marketing | OAuth (one-click) | RD Station Setup |
| ActiveCampaign | API Key | ActiveCampaign Setup |
If your CRM is not listed, you can use the Manual Webhook URL shown at the top of the CRM Integrations page. Configure your CRM to POST JSON payloads to that URL when conversions occur.
4. Connect Ad Platforms
Navigate to your account's Ad Integrations page and connect the ad platforms where you want to send matched conversions.
| Platform | What it does | Guide |
|---|---|---|
| Google Ads | Enhanced Conversions for Leads | Google Ads Setup |
| Meta (Facebook) | Conversions API (CAPI) | Meta Setup |
5. Configure Field Mapping
Go to your account's Field Mapping page. Map the raw field names from your CRM's webhook payload to the normalized fields True Conversions expects:
| Normalized field | Description |
|---|---|
email |
Contact email address |
phone |
Contact phone number |
first_name |
Contact first name |
last_name |
Contact last name |
gclid |
Google Ads click ID |
fbclid |
Meta click ID |
ttclid |
TikTok click ID |
event_name |
Conversion event name (e.g., lead, sale) |
value |
Conversion value |
currency |
Currency code (e.g., BRL, USD) |
For Pipedrive, RD Station, and ActiveCampaign, the default mappings are pre-configured. Adjust them only if your CRM uses non-standard field names.
6. Verify Match Rates
Once events start flowing, go to your account's Stats page to monitor:
- Events received -- total webhook payloads ingested.
- Events processed -- events that were normalized and routed.
- Match rate -- percentage of events that the ad platform successfully matched to a click. Higher match rates mean better attribution and campaign optimization.
Tips for improving match rate:
- Ensure the GTM tag fires on the landing page where the click ID parameter appears in the URL.
- Verify that the click ID cookie persists across pages until the form submission / conversion page.
- Include
emailandphonein every conversion event -- these are the primary identifiers ad platforms use for matching. - Use SHA-256 hashing for PII fields -- True Conversions handles this automatically, but if you're sending pre-hashed data, make sure it's lowercase hex-encoded SHA-256.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| No events appearing in dashboard | CRM webhook not firing, or wrong URL | Check the CRM integration status on the CRM page. Re-connect if status shows "expired". |
| Events received but not processed | Worker not running or field mapping incomplete | Verify all required fields are mapped on the Field Mapping page. |
| Match rate is 0% | Click IDs not reaching the webhook payload | Verify the GTM tag is installed and gclid/fbclid values are included in the CRM payload. See the Installation Guide. |
| "Token expired" on CRM integration | OAuth token needs refresh | Click Re-authorize on the CRM Integrations page to re-connect. |