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improveit 360CRMs and lead management

improveit 360 conversion tracking: the window job sells at the kitchen table, and your ads never hear about it

A homeowner clicks your replacement window or bath ad, fills in your quote form, and Web-to-Lead drops a new lead into improveit 360. Your call center sets the appointment and a rep sells it weeks later. Google and Meta only saw the form, so a full-house window sale looks the same as a no-show. We keep the ad click on the i360 lead and send issued appointments and sold contracts, with value, back to your ad accounts.

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improveit 360 · what breaks

What goes wrong between your ads and improveit 360

  1. 01

    Google is still bidding on form fills

    Your ad accounts only see the thank-you page, so a price shopper and a whole-house window buyer count the same and bidding chases the cheaper one.

  2. 02

    The lead source just says "Internet"

    Unless your form passes the campaign and click ID, the source on each i360 lead is only as good as what the form or a call center rep fills in, so i360's ROI reports can't split Google from Meta from SEO.

  3. 03

    Purchased leads blur the picture

    EverConnect, Think Unlimited or ActiveProspect leads land beside your ad leads. Count every new i360 lead and your ads take credit for leads you bought.

  4. 04

    Cancelled contracts stay counted as sales

    A window or siding contract can cancel in the rescission window or die when financing falls through. Once it's reported as a sale, Google keeps bidding toward a job you never installed.

improveit 360 · the fix

What changes after the fix — improveit 360

  • Ads optimize toward issued appointments and sold jobs

    Google and Meta get the appointment results and sales your reps log in i360, with contract value on the sale.

  • i360 reports show the real campaign

    Each web lead carries its campaign and click ID, so the source on the i360 lead says Google search, Meta or organic instead of a generic "Internet" bucket.

  • Only your own ad leads train the algorithm

    EverConnect and other vendor leads plus duplicates are filtered out, cancelled contracts are retracted in Google Ads, and Meta only hears about sales that held.

improveit 360 · architecture

What improveit 360 actually lets you hook into

i360 doesn't document a native Google Ads, GA4, GTM or Meta connection. What it does document is a Salesforce base, which gives us real fields and APIs to work with.

  1. 1

    Web-to-Lead and Email-to-Lead intake

    Listed i360 features. The click ID must be captured here, because nothing downstream can recover it.

  2. 2

    Salesforce platform APIs

    i360 says it's built on Salesforce and its APIs allow custom integrations. That's how sold and cancelled statuses get read.

  3. 3

    Lead provider integrations

    EverConnect, Think Unlimited and ActiveProspect feed leads in. We confirm how each is labeled so it can be excluded.

  4. 4

    Call center connections

    Five9 and RingCentral (via AppExchange) are listed, but neither as call tracking, so we check whether your numbers can identify an ad call.

  5. 5

    Google's Salesforce import is marked Legacy

    Google lists its Salesforce import as legacy and i360 doesn't document it, so we build to the GCLID offline import instead.

improveit 360 · diagnose

Where improveit 360 tracking breaks, in the order we check

Start at the website form, because a click ID that never reached the lead can't be rebuilt later.

  1. 01

    Submit a test lead from an ad-tagged URL

    Then open the new lead in i360 and look for the GCLID, fbclid and campaign values.

  2. 02

    Count what fires on the thank-you page

    Repeat submissions and quote-only forms often trigger extra conversions.

  3. 03

    Review last month's lead source values

    A pile of generic "Internet" or "Website" sources means the form isn't passing campaign data.

  4. 04

    Trace phone leads through the call center

    Check whether a caller from a Google ad is distinguishable from a yard sign caller.

  5. 05

    Compare sold contracts with reported conversions

    Per source, over a closed month, with contract value.

  6. 06

    Follow a cancelled deal

    Confirm Google Ads got a retraction and Meta never received the sale as final revenue.

improveit 360 · prove

What we show you before handover — improveit 360

Run on a real lead through your live form and your real i360 instance.

Source of truth

improveit 360 records: leads by source, appointments set and issued, and sold contracts with contract value and cancellation status

  • A test lead from an ad-tagged URL, with the click ID and UTMs confirmed on the i360 lead record.
  • A duplicate submission that keeps the original click ID intact.
  • An issued appointment and a sold contract each reported once to Google Ads and Meta, with the contract value on the sale.
  • One sold contract appearing once in Meta Events Manager, with the browser and server copies collapsed on a shared event ID.
  • A vendor lead confirmed absent from every ad conversion.
  • A cancelled contract retracted in Google Ads and held back from Meta.
  • Every sold contract from a closed month in i360 found in Google Ads by click ID, rechecked once cancellations settle.

improveit 360 · free audit

What we check in the free audit

  • Submit a test lead from an ad-tagged URL
  • Count what fires on the thank-you page
  • Review last month's lead source values
  • Trace phone leads through the call center
  • Compare sold contracts with reported conversions
  • Follow a cancelled deal

Checked against

improveit 360 records: leads by source, appointments set and issued, and sold contracts with contract value and cancellation status

Get my free conversion tracking audit

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improveit 360 · when not to buy

When you don't need this on improveit 360

Some remodelers on i360 get more from cleaning up lead sources.

  • If most appointments come from canvassing, home shows or bought leads, ad attribution isn't where your money is.
  • If your i360 admin already stores the GCLID and uploads sold jobs to Google weekly, keep going.
  • If your only paid channel is Local Services Ads, the LSA lead dashboard matters more than this build.
  • If reps don't update appointment results in i360, fix that first. No tracking can report a sale nobody logged.

improveit 360 · what we deliver

The event map on improveit 360

  • Web lead created

    Fired once per new i360 lead from your site, with GCLID, fbclid and UTMs written to the lead record.

  • Appointment set

    Leading signal when your call center or a Calendly booking puts the in-home visit on the calendar.

  • Appointment issued

    The rep actually ran the demo in the home. This is the stage most accounts bid on first.

  • Contract sold

    The main conversion, valued from the contract amount on the sale.

  • Cancellation or financing decline

    Retracted in Google Ads with a conversion adjustment. Meta is sent the sale only after the cancellation window closes, so a dead deal never reaches it.

  • Purchased and duplicate leads

    Tagged by source and excluded from every ad conversion, though still kept in i360 for your own reporting.

Written guarantee

95%+ tracking accuracy

Measured against improveit 360 records: leads by source, appointments set and issued, and sold contracts with contract value and cancellation status. Miss it and we keep working at no cost.

Get my free conversion tracking audit

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FAQ

improveit 360 questions, answered

Not natively, per its published integrations. Because it runs on Salesforce, the click ID can be stored on the Web-to-Lead lead and sold contracts sent back through Google's offline conversion import.

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