Integrations

Send conversion events from your Intake Bots directly to ad platforms for accurate attribution — no client-side pixel required.

How It WorksCopy Anchor Link

When a visitor completes your Intake Bot (or answers a specific question configured for conversion tracking), ioZen sends a server-side event to every ad platform you've connected. This gives you:

• Accurate attribution — server-side events aren't blocked by ad blockers
• Automatic hashing — PII (email, phone, name) is SHA-256 hashed before sending
• Field-level conversions — trigger events when specific questions are answered, not just on submission
• Multi-platform — send the same event to Meta, Google, LinkedIn, and TikTok simultaneously

Available IntegrationsCopy Anchor Link

• Meta (Facebook/Instagram) — Conversions API (CAPI) for Meta Ads attribution
• Google Analytics — Measurement Protocol for GA4 analytics events
• Google Ads — Offline conversion import using the captured Google click
• LinkedIn — Conversions API for LinkedIn Campaign Manager
• TikTok — Events API for TikTok Ads attribution
• Custom Webhooks — Send events to any HTTP endpoint

Setup OverviewCopy Anchor Link

Each integration follows the same steps:

1. Get credentials from the ad platform (Pixel ID, access token, etc.)
2. Configure in ioZen — go to your Intake Bot → Settings → Marketing
3. Enable the platform toggle and paste your credentials
4. Test the connection using the built-in Test Connection button
5. Configure conversion events — choose when to fire (on submission, on specific questions)

Purchase from a Process Board phaseCopy Anchor Link

Send the real sale amount as a Purchase when a case enters your won phase.

1. On the Process Board, open the board menu → Board settings. Turn on Track amounts, pick the Currency, and save.
2. On the won phase, open the column menu → Settings → Edit. Turn on Record conversion on enter, set Outcome to Purchase and Value to Case amount, then Save.
3. Connect the platforms on the Intake Bot the cases come from (Settings → Marketing).

How it sends:

• One Purchase per case per phase. Moving the case out and back after a send adds nothing.
• value is the case amount and currency is the board currency, as is. No currency conversion.
• A case without an amount (empty, 0, or Track amounts off) is not sent. You see a notice on the move. Add the amount, then move the case out and back into the phase.
• Editing the amount after a send does not update the sent purchase.
• The event goes through the submission the case came from, or the latest submission with ad attribution from its contact. A case with neither sends nothing to ad platforms.
• Test cases go only to Meta Test Events, and only when a Test Event Code is set. Other platforms never receive them.

Phase conversions need a plan with marketing attribution. Platform specifics: Meta · Google Ads.

Need Help?Copy Anchor Link

If you run into issues, each integration guide includes a troubleshooting section with common errors and fixes. You can also email us at hello@iozen.ai.