How to connect Facebook Ads to Close CRM

If you cannot connect Facebook Ads to Close with reliable attribution, you cannot scale confidently. Close is where your team measures pipeline and revenue.

Connecting Facebook Ads to Close with Attry gives every Lead and Opportunity the right source, campaign, and creative so you can build reports that prove what creates customers.

How the connection works

Attry is a lightweight script you add to your site. It detects where a visitor came from, normalizes it into channels like Paid Social, Paid Search, Organic, and stores it in a cookie while they browse. On form submit, Attry writes the attribution into hidden fields so it flows into Close.

4 steps to connect Facebook Ads to Close

1) Tag Facebook Ads final URLs

Use consistent UTMs so Facebook clicks are recognized as Paid Social.

https://yourcompany.com/demo?utm_medium=paidsocial&utm_source=facebook&utm_campaign=brand-us-q3&utm_content=creative-a

2) Add hidden fields to your forms

  • Channel
  • Channel Drilldown 1
  • Channel Drilldown 2
  • Channel Drilldown 3
  • Channel Drilldown 4
  • Landing Page
  • Landing Page Group

3) Install the Attry snippet

Place the snippet in <head> so UTMs are captured before forms load.

4) Verify in Close

Submit a test form, then confirm Leads and Opportunities show Channel = Paid Social, Drilldowns for Facebook, Campaign and Creative, plus Landing Page fields.

Example Close reports

  1. Leads by Channel
    Paid Social, Paid Search, Organic over time.
  2. Pipeline and Customers by Campaign
    Which Facebook campaigns create Opportunities and Closed Won.
  3. Revenue by Creative
    Which ad variations generate the most revenue.

Wrap up

With Attry, connecting Facebook Ads to Close is fast. You get clean attribution on every Lead and reliable reports that guide budget.

Get Started Free Today

Try Attry free for 14 days. Paid plans start at just $49/month. Cancel anytime.