CRM setup

Set up CRM feedback

AI ADS reads CRM outcomes and maps them into stable events that ad platforms can learn from.

Connection paths

  • OAuth where the provider app is available.
  • Webhook for fast Bitrix24-style setup.
  • API key or import/export when the CRM supports it.
  • Middleware if the client stack requires it.

Stage mapping

  • Lead
  • Qualification Lead / qualified lead
  • Converted Lead / sale
  • Purchase with value and currency
  • Unqualified Lead / spam, trash or non-target

Idempotency

Every CRM entity must have a stable id. AI ADS uses project + provider + entity id + canonical event name to avoid duplicate event sends.

Revenue

Never invent revenue. Send Purchase value and currency only when the CRM has a real amount.