How to verify the journey from advertising to CRM

A practical sequence

1. Choose a clearly labeled test enquiry and a known source. Use an approved test identity rather than a real customer’s details.
2. Check creation, source fields, timestamp and assignment in CRM. Retry the journey to understand duplicate handling.
3. Move the record through an agreed sales stage. Verify whether the status reaches the intended reporting destination.
4. Test a failure path, such as missing required data, in a controlled environment. Assign responsibility for alerts and retry handling.

The decision to take away

Accept the integration only when both the forward handoff and the agreed feedback path are visible.

Sources and review date

Sources read on: 2026-09-11. A source review is not an audit of the agency’s systems.

• support.google.com/google-ads/answer/2998031 ↗