Tracking ROI for marketing expenditure

Purpose

1.1. Automate tracking ROI for marketing expenditure by integrating data sources, mapping campaign spend to lead acquisition, conversion, and calculating revenue per channel.
1.2. Automates real-time cost-to-conversion insights, automating detection of underperforming efforts, and automating refinement of marketing strategy.
1.3. Enables data-driven automated decisions by automating collection, aggregation, analysis, and automated alerting/reporting of ROI metrics.
1.4. Automating comprehensive, cross-platform analytics for fountain contractors to optimize budget utilization and campaign effectiveness.

Trigger Conditions

2.1. New lead enquiry registered (form submission, call, email, webchat).
2.2. Marketing spend logged in an expense sheet or accounting system.
2.3. Project status automator marks lead as converted or completed.
2.4. Scheduled intervals (e.g., daily, weekly) for automated ROI recalculation.
2.5. Automated import of new campaign performance data from ad platforms.

Platform Variants

3.1. Google Ads
• Feature: Ads API — automate fetching spend, impressions, conversions per campaign.
Example: Scheduled function call to fetch last period’s performance data.
3.2. Facebook Ads (Meta for Business)
• Feature: Marketing API — automate gathering spend and conversion metrics.
Example: Configure campaign insights endpoint for selected date range.
3.3. HubSpot
• Feature: Marketing Events API — automate ingestion of lead sources.
Example: Automated workflow triggers when new contact is added.
3.4. Salesforce
• Feature: Opportunity Object API — automated tracking of lead to revenue conversion.
Example: Webhook triggers on "Stage: Closed Won" for ROI update.
3.5. QuickBooks
• Feature: Expense API — automate importing marketing costs.
Example: Function to sync category “Advertising & Marketing” entries.
3.6. Xero
• Feature: Automated Invoices API — track paid marketing services.
Example: Scheduled pull for invoice payments to marketing vendors.
3.7. Zapier
• Feature: Multi-app workflow automator — automate moving data from Facebook Ads to Google Sheets.
Example: Trigger on ad attribution, auto-log spreadsheet entries.
3.8. Airtable
• Feature: Automated Scripts — aggregate campaign cost and performance data.
Example: Script runs nightly to update ROI field.
3.9. Google Sheets
• Feature: Apps Script API — automate calculations based on live data feeds.
Example: Daily function automator updates ROI based on campaign logs.
3.10. Slack
• Feature: Incoming Webhooks — automate notifications of ROI status to marketing team.
Example: Automated message sent when ROI falls below threshold.
3.11. Power BI
• Feature: Dataflows — automate importing and visualizing multi-source ROI data.
Example: Dataflow scheduled to run every morning.
3.12. Tableau
• Feature: Web Data Connectors — automate real-time ROI dashboards.
Example: Automatic refresh pulling from Google and Facebook APIs.
3.13. Stripe
• Feature: API/Events — automate mapping revenue from converted leads.
Example: Trigger workflow on successful payment event.
3.14. Mailchimp
• Feature: Campaign Reporting API — automate syncing campaign spend with resultant leads.
Example: API pull for last campaign’s responses.
3.15. Monday.com
• Feature: Automations — automate linking campaign status to ROI widget.
Example: Automated update of board item on ROI calculation.
3.16. LinkedIn Ads
• Feature: Marketing Analytics API — automate fetching spend and leads.
Example: Automated nightly export for reporting.
3.17. Notion
• Feature: Database API — automate centralization of campaign and spending notes.
Example: Function automator creates new entries from ad platform exports.
3.18. Pipedrive
• Feature: Deals API — automate tracking conversions and value.
Example: Update deal status to “Won”, automate ROI recalculation.
3.19. ClickUp
• Feature: Workflows — automate task creation based on ROI results.
Example: If ROI under-performs, automate task for marketing review.
3.20. Google Analytics
• Feature: Measurement API — automate importing site conversion data.
Example: Fetch goal completions attributed to paid channels.

Benefits

4.1. Automates time-consuming manual data entry and analytical calculations.
4.2. Automates rapid identification of top/poor-performing marketing channels.
4.3. Enables scalable automator workflows as campaigns and data complexity grow.
4.4. Provides automatedly reliable, audit-friendly marketing ROI metrics for decision-makers.
4.5. Drives data-driven automating of marketing strategy adjustments and resource allocation.