Send your closed, open, and converted leads to Google Analytics 4 to track their origins.
The Google Analytics 4 (GA4) integration sends your marked closed, open, and converted leads to Google Analytics 4. This process uses the Google Analytics 4 Measurement Protocol. This server-to-server solution ensures all quantitative lead data is sent to Google Analytics 4 and tied to specific channels. No personal or client data is sent to Google Analytics 4.
Note: While the Measurement Protocol sends 100% of the data to Google Analytics 4, it may face challenges linking data back to a user or session. The handling of the Client ID and Session ID is managed by Octanist. Events sent through the Measurement Protocol may result in “(not set)” values for source/medium attribution.
lead_status
.unconvert_lead_reason
contains the reason for the lost lead, based on the note content.In your Octanist account, go to Integrations > Outgoing.
Select Google Analytics 4.
Fill in a name for the integration (e.g., Octanist - GA4 Integration).
Enter your GA4 Measurement ID.
Enter your GA4 API Key:
Click Create Google Analytics 4 Integration.
Add the custom dimensions lead_status
and unconvert_lead_reason
to view the text values of your notes entered in Octanist.
Enter the custom dimensions as follows:
lead_status
; you can name this as you prefer).lead_status
or unconvert_lead_reason
for Octanist Insights.To improve reporting, mark the close_convert_lead
event as a Key Event (Conversion) in GA4.
This will help you better understand the user journey and simplify reporting.
Send your closed, open, and converted leads to Google Analytics 4 to track their origins.
The Google Analytics 4 (GA4) integration sends your marked closed, open, and converted leads to Google Analytics 4. This process uses the Google Analytics 4 Measurement Protocol. This server-to-server solution ensures all quantitative lead data is sent to Google Analytics 4 and tied to specific channels. No personal or client data is sent to Google Analytics 4.
Note: While the Measurement Protocol sends 100% of the data to Google Analytics 4, it may face challenges linking data back to a user or session. The handling of the Client ID and Session ID is managed by Octanist. Events sent through the Measurement Protocol may result in “(not set)” values for source/medium attribution.
lead_status
.unconvert_lead_reason
contains the reason for the lost lead, based on the note content.In your Octanist account, go to Integrations > Outgoing.
Select Google Analytics 4.
Fill in a name for the integration (e.g., Octanist - GA4 Integration).
Enter your GA4 Measurement ID.
Enter your GA4 API Key:
Click Create Google Analytics 4 Integration.
Add the custom dimensions lead_status
and unconvert_lead_reason
to view the text values of your notes entered in Octanist.
Enter the custom dimensions as follows:
lead_status
; you can name this as you prefer).lead_status
or unconvert_lead_reason
for Octanist Insights.To improve reporting, mark the close_convert_lead
event as a Key Event (Conversion) in GA4.
This will help you better understand the user journey and simplify reporting.