Meta Ads + CRM

Custom Meta Ads and CRM Reporting

Facebook and Instagram show you clicks. Your CRM shows you deals. We join them so you see which Meta campaigns actually produce revenue.

Meta Ads Manager reports what Meta can measure. Your CRM reports what your sales team closes. The two have never been joined in a view that answers the real question: which creatives, campaigns, and placements actually produce closed revenue. We build that dashboard.

Cost per deal
Not cost per click
Creative level
Attribution granularity
Offline conversions
Pushed back to Meta
Most popular CRMs
SF, Zoho, HubSpot, more
What you see

Standard modules on this dashboard

Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.

Spend to Lead to Deal

Full funnel attribution. Meta ad spend, lead form submissions, call tracker calls, CRM opportunities, closed deals.

Cost per Deal by Campaign and Ad Set

Not cost per click, not cost per lead, not cost per Meta-defined conversion. Cost per actual CRM closed-won, by campaign and by ad set.

Creative-Level Attribution

Which ad creative, not just which campaign, produced deals. Spot winners you can scale and losers you should pause.

True ROAS from CRM Revenue

Return on ad spend using your CRM revenue data, not Meta reported conversion value.

Offline Conversion Pushback

We push CRM-confirmed deals back into Meta as offline conversions so Meta can optimize bidding against your actual revenue.

Placement: Instagram vs. Facebook

Placement tracked on each lead, so Instagram and Facebook can be compared on the deals they produce, not just on clicks.

Test it out

Call us. Watch yourself appear in queue.

A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.

Dial from any phone
(855) 605-7127
  • — The live widget polls your call system every 6 seconds
  • — Caller numbers are masked to the last 4 digits
  • — Perfect for a wall-mounted TV in the call center
  • — Pair it with any of our standard dashboards
A real person will pick up — tell us what you're building and we'll show you how it would look for you.
Live Queue · TrussCharts demo
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Dial the number and watch yourself appear here within 6 seconds. The number masking matches what a dashboard on your call center TV would show.
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What we track

Meta Ads detail, carried through to the deal

Each lead keeps the details of the ad that produced it, all the way to closed-won in your CRM.

Campaign

Spend, leads, deals, and revenue for every campaign.

Ad set

Which audiences produce deals, not just cheap leads.

Ad

Which creative produces deals, so you know what to scale and what to pause.

Placement

Instagram vs. Facebook, compared on deals instead of clicks.

By CRM

Meta Ads reporting for your CRM

How it works

From ad account access to live reporting

1. Discovery call

We map your ad accounts, your CRM, how leads are captured today, and the questions nobody can answer.

2. Scope + fixed quote

You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.

3. Build + review

We stand up your reporting on a dedicated subdomain of trusscharts.com. You review and we iterate.

4. Launch + maintain

The dashboard refreshes every five minutes. We monitor it and add views as you grow.

FAQ

Common questions

Via the Meta Marketing API with a system user token or OAuth. We request only the accounts and campaigns you authorize.
Related pages

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Vertical hubs
Get a quote

Tell us your systems. Get a fixed quote in 48 hours.

We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.

We will not add you to a drip list. Promise.