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Marketing & reputation4 min readUpdated

Track ad spend, cost per lead and ROAS by source

Quick answer

Agent Studio tracks ad spend, cost per lead and return on ad spend by matching what you spend on Google Ads, Meta and TikTok against the leads and revenue in your CRM. Connect ad accounts or import a CSV, then read Reporting → Ad spend and Reporting → Attribution by source, campaign, ad or landing page.

What you'll have

  • Daily ad spend from Google Ads, Meta and TikTok flowing into your CRM.
  • Cost per lead, won value, revenue and ROAS for every source and campaign.
  • An attribution report showing which channel, campaign, ad and landing page brought each lead.
On this page
  1. How do I connect Google Ads, Meta and TikTok?
  2. What does the ad spend report show?
  3. How does attribution reporting work?
  4. Can I create and boost ads from Agent Studio?
  5. Questions

How do I connect Google Ads, Meta and TikTok?#

Connect each ad account on Marketing → Ads through one of your Connections, then sync. Spend arrives per ad and per day with the ad's name and landing page.

Bring your ad spend in

0 of 5 done

  1. Step 1: Save the platform's token as a Connection

    Add a custom-header Connection with authorization: Bearer YOUR_TOKEN and the platform's account id header. Google Ads also takes your developer token.
    Open Connections
  2. Step 2: Connect the ad account

    On Ads, name the account, choose the platform and the connection, and press Connect account.
    Open Ads
  3. Step 3: Sync recent spend

    Press Sync last 7 days. Re-syncing a day replaces its numbers, so totals always match the platform.
  4. Step 4: Make it daily

    Create the daily ad spend import from the starter workflows on the Ads page. It pulls the last three days from every connected account each morning.
  5. Step 5: Read the results

    Open Reporting → Ad spend for cost per lead and ROAS, then Attribution for the full lead path.
    Open Ad spend

Running ads elsewhere? Import ad spend on the Ad spend report takes a daily CSV export from Google Ads, Meta Ads Manager, Microsoft Ads, TikTok, LinkedIn, X or a spreadsheet. The Record Ad Spend workflow action writes spend from any other system.

What does the ad spend report show?#

Reporting → Ad spend puts every dollar next to what it bought, for any date range.

Panels on Reporting → Ad spend
PanelColumnsAnswers
Spend and results by sourceSpend, Leads, Cost per lead, Won value, Revenue, ROASWhich platform pays for itself
By campaignSpend, Clicks, Cost per clickWhich campaigns earn more budget
Spend by adSpend, Clicks, Cost per clickWhich creative to keep running
Spend by landing pageSpend, Clicks, Cost per clickWhich page converts the clicks you pay for
Currency ratesRate per currency in US dollarsSpend in euros, pounds or any currency, counted in one total
Days in this rangeDay, Platform, Campaign, Spend, Clicks, FromExactly what was imported, with Remove per row

How does attribution reporting work?#

Reporting → Attribution credits every lead to the visit that brought it in and follows it through to revenue. Switch between First touch (what found them) and Latest touch (what brought them back), and group by any dimension.

  • Channel: paid search, paid social, organic, email, referral and more.
  • Source, Medium, Campaign and Source / medium from utm tags.
  • Landing page: the first page the lead saw.
  • Ad (utm_content): the individual ad, matched to its spend.

Can I create and boost ads from Agent Studio?#

Yes. Under Create and boost ads, draft a New campaign for Google, Meta or TikTok, or Boost a Page post (Meta), with a daily budget, countries and the creative each platform needs: up to 15 headlines, 4 descriptions and phrase-match keywords for a Google Search ad.

  • Ask for approval sends the draft to the account owner and Admins, who Approve or Ask for changes.
  • Publish lays out every request it will make to the platform as a dry run until the owner turns on live publishing.
  • Live publishes create every campaign, ad set and ad paused, so spend starts only when you switch the ad on inside the platform.
  • Ad links get utm tags automatically, so each lead lines up with the ad that brought it and that ad's spend.

Questions buyers ask#

How do I calculate ROAS for each ad platform?

Agent Studio does it for you. Bring spend in by sync or CSV, and Spend and results by source divides the revenue your CRM records for each source by what you spent there.

What is the difference between first touch and latest touch?

First touch credits the visit that first brought a lead in, which shows what finds new customers. Latest touch credits their most recent visit, which shows what brings people back to convert. Switch between them on the attribution report.

Can I track ads on platforms Agent Studio does not connect to?

Yes. Import the platform's daily CSV export on Reporting → Ad spend, with Microsoft Ads, LinkedIn and X on the list, or record spend from a workflow with Record Ad Spend.

Will creating an ad in Agent Studio start spending my budget?

No. Every ad Agent Studio creates lands paused on the platform, and it starts spending only when you turn it on there. Drafts also pass through approval first.

Does it handle ad spend in different currencies?

Yes. Set a rate for each currency, or load the day's European Central Bank reference rates with one click, and every total counts in US dollars.

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