Quick links
Getting data into other tools
Advanced features
Advanced transformations
Datasource specific
Quick links
Getting data into other tools
Advanced features
Advanced transformations
Datasource specific
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This article will guide you on how to match the conversions from Google Analytics to your CRM data. As prerequisite you will need to have a common join key from both your GA and CRM data. A frequently used approach of bringing hashed email address into Google Analytics can be found in our article How to connect Google Analytics to your CRM system?. Of course if you already have a custom dimension in place with an identifier you can use this dimension for the join.
https://connectors.windsor.ai/salesforce?api_key=[your API key]&date_preset=last_7d&fields=contact_firstname,contact_lastname,contact_email,contact_phone
https://connectors.windsor.ai/hubspot?fields=contact_firstname,contact_lastname,contact_email,contact_company,contact_phone,contact_lifecyclestage&api_key=[your API key]
You can automate the streaming of the data from your connector URL to your Windsor.ai Cloud Database on your Windsor.ai configuration. Here is a sample screenshot
Once this is done the data can then be joined in SQL Lab with the data in the conversions table.
BEGIN; TRUNCATE TABLE crm_conversions; INSERT INTO crm_conversions (datasource, transaction_id, crm_type) SELECT 'ds_hubspot' as datasource, encode(sha256("contact_email"::bytea), 'hex') as transaction_id, concat('Salesforce - ',contact_lifecyclestage) as crm_type FROM hubspot_data ORDER BY transaction_id; COMMIT;