Setup a Microsoft Ads integration to send your leads to Microsoft Ads
With the Microsoft Ads integration, you can send qualified leads from Octanist using Microsoft Click ID matching. This integration uses the Import from Clicks functionality — similar to Google Ads — to upload your offline conversions to Microsoft Ads.
Note: This is an advanced integration. Familiarity with Microsoft Ads conversion tracking and lead attribution is required.
Use clear and consistent conversion names. These must exactly match the conversion names used in your Microsoft Ads account.
You may reuse conversion names already used in other integrations.
Once your outgoing integration is created in Octanist, switch to your Microsoft Ads account.
The conversion goal name in Microsoft Ads must exactly match the one defined in Octanist.
We recommend not including the goal in conversions initially. Activate this once you’ve collected at least 30 converted leads for better optimization.
After creating the conversion goal, you’re ready to schedule automatic uploads of converted leads.
Scheduling uploads ensures that Octanist leads are regularly synced with Microsoft Ads without manual intervention.
You’ve now completed the Microsoft Ads integration with Octanist! Your converted leads will be automatically uploaded using the Microsoft Click ID and matched as offline conversions.
Setup a Microsoft Ads integration to send your leads to Microsoft Ads
With the Microsoft Ads integration, you can send qualified leads from Octanist using Microsoft Click ID matching. This integration uses the Import from Clicks functionality — similar to Google Ads — to upload your offline conversions to Microsoft Ads.
Note: This is an advanced integration. Familiarity with Microsoft Ads conversion tracking and lead attribution is required.
Use clear and consistent conversion names. These must exactly match the conversion names used in your Microsoft Ads account.
You may reuse conversion names already used in other integrations.
Once your outgoing integration is created in Octanist, switch to your Microsoft Ads account.
The conversion goal name in Microsoft Ads must exactly match the one defined in Octanist.
We recommend not including the goal in conversions initially. Activate this once you’ve collected at least 30 converted leads for better optimization.
After creating the conversion goal, you’re ready to schedule automatic uploads of converted leads.
Scheduling uploads ensures that Octanist leads are regularly synced with Microsoft Ads without manual intervention.
You’ve now completed the Microsoft Ads integration with Octanist! Your converted leads will be automatically uploaded using the Microsoft Click ID and matched as offline conversions.