Ad accounts

Connect each ad account through one of your Connections. Syncing brings in spend per ad and campaign for the days you pick, so Reporting shows cost per lead and return on ad spend. For a daily import, create the starter workflow below.

No ad accounts yet.

Connect Google Ads, Meta or TikTok below and your spend lands in Reporting next to the leads it bought.

Create and boost ads

Dry run: publishing shows the exact requests each platform would get, and sends nothing.

Publish approved ads to the ad platform (owner only)

No ads yet.

Draft one below, approve it and boost it from here.

CRM workflow starters

Complete sequences, ready to adapt to your account and switch on.

Email the nightly agency roll-upReporting
When the nightly roll-up of every account you manage is ready: email the totals and each account's numbers to the address set in Agency → Roll-up report.
Import ad spend every morningReporting
Every morning: sync the last 3 days of spend from every connected Google Ads, Meta and TikTok account, so cost per lead and return on ad spend stay current.