Getting Started with True Conversions
True Conversions receives real CRM milestones and sends them server-side to Google Ads and, when configured, Meta. Jornada de conversão (Conversion Journey) sends each meaningful stage separately, so you can choose one reliable optimization milestone and measure the others.
Set up your account in this order:
CRM → ad platform → field mapping → Conversion Journey → first successful delivery
On the account page, this order appears in the setup checklist. The final item, Primeira conversão (First conversion), is completed after the first delivery accepted by a platform.
1. Connect your CRM
Open Dashboard → Contas → [your account] and select Integrações de CRM (CRM Integrations).
| CRM | Connection method | Guide |
|---|---|---|
| RD Station Marketing | OAuth; sends leads and opportunities, not the full deal funnel | Connecting RD Station Marketing |
| RD Station CRM (Basic plan or above) | API token; native deal-funnel connection | Connecting RD Station CRM |
| Pipedrive | OAuth | Connecting Pipedrive |
| ActiveCampaign | API key | Connecting ActiveCampaign |
| Your own software, RD Station CRM Free, or another CRM | Webhook URL (POST) | Webhook integration |
RD Station Marketing is not RD Station CRM. For deal-stage tracking, use RD Station CRM or a webhook that sends deal stages.
2. Connect the ad platform
On the same account, open Integrações de anúncios (Ad Integrations). Google Ads and Meta are live.
| Platform | Guide |
|---|---|
| Google Ads | Connecting Google Ads |
| Meta | Connecting Meta |
3. Set up field mapping
After the first event arrives, open Mapeamento de campos (Field Mapping). Check in particular:
emailorphone, so the platform can match the lead;deal_id, required for Journey stages;- the CRM stage field and, when available,
gclid.
Native CRM connections usually provide these fields already. See Field Mapping.
4. Configure the Conversion Journey
Open Jornada de conversão (Conversion Journey) in step 4 of the checklist. Choose stages that matter in your funnel, mark one as Otimizar campanhas (Optimize campaigns), and optionally mark others as Medir (Measure). Google actions and Meta events are set per stage on this page.
See Configure the Conversion Journey.
5. Confirm the first delivery
Move or create a real deal in the CRM. Check Eventos recentes (Recent Events) for delivery, and open Saúde do rastreamento (Tracking Health) when you need an actionable diagnosis. Aggregated metrics are in Envios e qualidade (Delivery & Quality).
See How to Verify and, if needed, Troubleshooting.