Most businesses treat ad campaigns, website analytics, CRM, payments, and customer communication as five separate systems with five separate dashboards. This recipe ties them into one continuous pipeline so your AI agent can trace a customer's journey from the first ad click all the way through to revenue collected — and automate every handoff along the way.
What You'll Need
- A Google Ads account with active campaigns and conversion tracking
- Google Analytics 4 connected to your website
- Salesforce with leads and opportunities configured
- Stripe processing payments
- SendGrid for transactional and follow-up emails
- All five integrations connected in Pipeworks
The Workflow
Pull campaign performance from Google Ads
The agent retrieves campaign-level metrics from Google Ads for your chosen time period — impressions, clicks, cost, conversions, and cost-per-conversion. It identifies which campaigns are actively driving traffic and ranks them by spend and conversion volume. This establishes the "top of funnel" data that everything else ties back to.
Cross-reference with Google Analytics behavior data
For each high-performing campaign, the agent queries Google Analytics to see what those visitors actually did on your site. It pulls session duration, pages per session, bounce rate, and goal completions filtered by the campaign source. This reveals whether ad traffic is high-quality — campaigns with lots of clicks but high bounce rates get flagged for review.
Match conversions to Salesforce leads
The agent searches Salesforce for leads and contacts whose source, UTM parameters, or email match the converting visitors from your campaigns. For new conversions without a Salesforce record, the agent creates leads with the campaign name, ad group, and landing page pre-filled. Existing leads get their activity timeline updated with the latest conversion data.
Check pipeline status and opportunity health
For leads that already have opportunities in Salesforce, the agent reviews pipeline stage, deal size, and days in stage. It identifies stalled deals — opportunities that haven't moved stages in your defined threshold (e.g., 14 days). It also calculates the total pipeline value attributed to each ad campaign, giving you a true pipeline-per-dollar view.
Correlate with Stripe payment data
The agent pulls recent Stripe payments and matches them to Salesforce opportunities using customer email or metadata. Won deals get their opportunity stage updated to "Closed Won" with the actual payment amount and date. The agent calculates true revenue-per-campaign by attributing Stripe payments back through the Salesforce opportunity to the original Google Ads campaign.
Identify and act on stalled deals
For opportunities stuck in mid-pipeline stages, the agent checks the contact's recent Google Analytics activity — have they revisited the site? Viewed the pricing page? Downloaded a resource? Based on this intelligence, it drafts personalized re-engagement emails through SendGrid, referencing the prospect's specific interests and prior interactions.
Send automated follow-ups at each stage
The agent configures stage-appropriate email sequences through SendGrid. New leads get a welcome email with relevant case studies. Mid-pipeline prospects get targeted content based on their GA behavior. Closed deals get onboarding emails and receipt confirmations. Each email includes the campaign attribution so you can track which ad-sourced leads convert best through email nurturing.
Build the executive summary
The agent produces a comprehensive report showing the full funnel: ad spend → clicks → conversions → leads created → pipeline generated → revenue collected → follow-up engagement. It ranks campaigns by true ROI (Stripe revenue divided by Google Ads spend), highlights the best-performing ad-to-revenue paths, and flags campaigns that generate leads but never convert to paying customers. The report is stored in memory for trend comparison next time you run it.
What Happens
You get a single, unified view of your entire sales pipeline — from the moment someone clicks an ad to the moment their payment clears. No more switching between five dashboards. No more guessing which campaigns actually make money. Your agent handles the data matching, the follow-ups, and the reporting automatically.
Run this recipe weekly to build a trend line of campaign performance. Over time, patterns emerge — you'll see which campaigns consistently produce revenue, not just clicks.
For the best attribution accuracy, use consistent UTM parameters across all your Google Ads campaigns and pass them through to Stripe as payment metadata. This gives the agent a reliable thread to follow from ad click to payment.