Know Which Marketing Channels Actually Turn Into Sales
Automatically track which ads and campaigns create real customers — not just clicks.
Workflow Overview
This automation fetches deal data, finds closed/won deals, calculates channel performance, and sends a summary to Slack while saving raw data to Google Sheets.
WORKFLOW START
This workflow analyzes lead source quality
- Fetching opportunities from HighLevel
- Filtering by won status
- Routing reports to Slack and Google Sheets
Trigger: Manual execution
Fetch Opportunities
From HighLevel CRM
Logs won deal data
- •Google Sheets
- •Metrics Calculation
- •Status checks
Filter Won Deals
Status = Won
Successful deals only
- •Opportunities with status = 'Won'
- •FALSE for: All other opportunities
Calculate Lead Source Metrics
Analytics Pipeline
Process data
- •Log Won Deals to Sheets
- •Calculate Lead Source Metrics
- •Send Analytics to Slack
Log to Google Sheets
Store & Track
Historical data
- •Won deals database
- •Long-term analytics
Send to Slack
Team Notifications
Alert Non-Won Status
- •Lost opportunities
- •Other statuses needing attention
ANALYTICS PIPELINE
Processes won deal data through:
- 1.Google Sheets: Logs won deal data
- 2.Metrics Calculation: Aggregates by lead source
- 3.Slack Integration: Sends performance insights
This pipeline enables both raw data storage and actionable insights.
NON-WON NOTIFICATION
Sends individual Slack messages for opportunities that are NOT won.
- •Lost opportunities
- •Other statuses needing attention
WON DEALS STORAGE
Automatically logs winning deals to Google Sheets for tracking.
Build historical data for trend analysis and performance insights.
This workflow quietly checks your CRM for closed deals, figures out which marketing sources led to those sales, saves the data in a sheet for long-term tracking, and sends a short summary to Slack so your team can act quickly — no spreadsheets or manual copying required.
How It Works
Fetch opportunities from your CRM (HighLevel)
Simple:
The system pulls every lead and deal so we have the full picture.
Example:
It gets all opportunities including source (like Facebook ads or Google Ads).
Keep only the deals you actually won
Simple:
We filter out anything that didn't convert — only real sales matter.
Example:
If a lead never paid, it's dropped from the 'won' report.
Calculate channel metrics
Simple:
We count how many leads from each source turned into sales and compute conversion rates.
Example:
If 100 leads from Source A gave 5 customers, that's a 5% conversion — now compare that to other sources.
Log the raw data into Google Sheets
Simple:
All numbers are stored in a sheet for history and deeper analysis.
Example:
You get a dated list of deals with source, value, and conversion notes.
Send a short summary to Slack
Simple:
Your team gets a concise report in Slack highlighting top-performing channels and suggested action.
Example:
Slack: 'This week — Facebook Ads: 3 closed deals, Conversion 4.5% — Consider increasing budget.'
Why This Matters
Stop guessing which ads work — see real sales tied to sources.
Save time — no manual exporting, filtering, or copying.
Reduce wasted ad spend — focus budget on channels that actually convert.
Keep the team aligned — Slack summaries make results visible immediately.
Keep a historical record — Google Sheets holds the raw data for audits and trends.
Real-World Example
Imagine you run ads on Facebook, Google, and LinkedIn. Instead of manually checking each platform, this workflow finds every sale in your CRM, shows which channel brought the customer, logs details in a sheet, and sends a short Slack note telling your team which channel is returning the most revenue. Now you can stop throwing money at underperforming ads.
Try the Demo
Demo uses sample data — no live accounts are accessed.
We can deliver your work like that
A tailored, automated pipeline that tracks real sales and tells you which marketing channels deserve your budget.
"we can you deleive your work like that."
We'll build an automated pipeline that checks your CRM for real sales, shows which marketing channels worked, stores the raw data in a sheet, and sends short team-ready summaries to Slack — so you can make smarter budget decisions without manual work.
How We Deliver
Discover
20–30 minute call to learn which CRMs, ad platforms and Slack channels you use.
Build a demo
We set up a small demo (using a sample dataset or your opt-in data) so you can see the workflow in action.
Test & deploy
You review outputs in Google Sheets and Slack, we tweak, then go live.
Frequently Asked Questions
Ready to Get Started?
We can deliver your work like that — tailored and practical.
Privacy Note: Demo pages use sample data by default. For live connections, we'll request explicit access and consent.