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How to connect RingCentral with Google Offline Conversions Tracking

Connect RingCentral to Google Offline Conversions Tracking with LeadsBridge

RingCentralGoogle Offline Conversions Tracking

This article is a simple guide on how to set up the bridge and connect RingCentral to Google Offline Conversions Tracking.

Add the Google Ads Account first

  1. Head over to the left sidebar and click on Google Suite.
  2. Click Google Ads Account.
  3. Click on Add New to connect the Ads Account.
  4. A Google screen will ask you to login with the account you'd like to use.
  5. Authorize LeadsBridge to access to your Google Ads Account information.
  6. Once done, you'll be taken back to the LeadsBridge app.

How to set up the bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Google Suite.
  2. Click Google Offline Conversions Tracking.
  3. You'll be taken to the Google Offline Conversions Tracking section of your account.
  4. Click on Add New.
  5. You'll be taken to the first step of the bridge creation.

Step 1: Account destination

  1. Select the Google Ad Account you want to assign the Google Offline Conversions Tracking.
  2. Select the Facebook Business Manager associated.
  3. Click Next.

Step 2: Choose your Google Offline Conversions Tracking settings

  1. Pick an existing Custom Conversion or choose to create a new one from the drop-down.
  2. In case of a new one, enter the name for your Google Offline Conversions Tracking (this will be visible inside your Business Manager).
  3. Add some labels to identify your bridge later in LeadsBridge.
  4. Click Next.

Step 3: Setup your RingCentral source

  1. Choose RingCentral as source of your contacts.
  2. Select to use an existing integration or to create a new one.
  3. Click Next.

You may skip the integration part if your integration has been already configured.

Integrate RingCentral with LeadsBridge

  1. Type in the name you'd like to call your integration to recognize it later.
  2. Click on the Authorize button.
  3. RingCentral com creation
  4. Login to the account you'd like to use.
  5. Allow LeadsBridge to access your RingCentral information.
  6. Once done you'll be taken back to the bridge with a blue info success message.
  7. Click Next.

Contacts segmentation

  1. Select the segment you'd like to use as the source for your contacts.
  2. You may also add filter conditions by clicking the Source Filter button:
  • Add conditions to filter contacts and tailor specific segments.
  • Remember that source data will be processed only when all conditions added are met.
  • Click Next.
  • Fields Mapping

    Here you can map your RingCentral information with your destination fields.

    You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Google Offline Conversions Tracking.

    Underneath there's a box where you may add the information you'd like to send.

    • Check each of the Google Offline Conversions Tracking fields available and match the data you wish to sync from RingCentral.
    • Map as many fields as possible to achieve higher performing data matching to people on Google.
    • Please remember to specify these mandatory fields to create the Event Set:
      • Event Name: the event type;
      • Event Time: when the conversion occurred;
      • Event Value: the value of the conversion, like the amount spent;
      • Transaction Currency.
    • You may also leave blank the box of a field's information you don't want to send through.
    Custom Data

    Custom Data can be used for creating segments in your reporting or building custom audiences next.

    Custom Data is not used for matching offline events to people on Facebook.

    1. Add the Custom Data custom field from the dropdown at the bottom.
    2. Select one or more information you'd like to add to your conversion inside the Custom Data field, for example the Category and the Location of a customer's order.

    Once accomplished your desired outcome, click Next.

    Audience Sources

    Here you can Edit the source created, Delete it or Add Another Source to combine different sources into your Google Offline Conversions Tracking.

    If you'd like to add other source data, please click Add Another Source and repeat the Step 3 to setup your new source.

    Once done, click Next and head to the last step.

    Step 4: Summary

    1. Before proceeding, please check the information recap.
    2. Choose if you'd like to run a Simulation or you're ready to go Live.
    • Simulation mode provides you with the opportunity to elaborate source data excluding the data sync process. The outcome is a report in order to verify the information processed.
    • Live mode process source data and sync information with Google Offline Conversions Tracking as the outcome. Activate this when you're ready to go live.
  • Click Publish to start syncing your contacts.
  • That's all! Congratulations.

    Your bridge will now start the sync process to gather all the information. Once ready, it will be synced and updated automatically.

    If you have any other questions, or need help to configure your bridge from RingCentral to Google Offline Conversions Tracking with LeadsBridge, do not hesitate to contact our Support!