Billy Grace CRM lets you track how your marketing campaigns contribute to business outcomes. You can choose whether to track performance at Deal, Contact, or Company level, and configure this into custom events for deeper insights.
Get Started
Head to the CRM dashboard under Settings:
Create a new CRM Event
Click on the "+Create CRM Event' button top left to open the creation form.
In the form you can:
Name your CRM event: this is the event name that will be shown in the reports.
Select the event type: Deal, Contact, or Company.
Choosing a CRM event type
When setting up a custom event in Billy Grace, you can pick one of three CRM levels:
Deals: Track individual opportunities or conversions. Useful for seeing how campaigns contribute to specific revenue opportunities.
Contact: Track grouped contacts or leads. Useful for understanding how marketing impacts different segments or target groups.
Company: Track performance per organization. Useful for seeing how marketing drives results across multiple stakeholders within a company.
Selecting the right level allows you to measure marketing performance beyond lead generation, connecting campaigns to actual results.
Deals
Access and review all CRM deals received in the 'Deals' tab.
The deals tab shows which deals are available.
It has the following columns:
Title: the title of the deal
Date: the close date of the deal
Attributed: whether the deal is attributed or not. The CRM events are connected to the form_send event in the pixel based on the billy_grace_transaction_id.
Value: the value of the deal
ID: the ID of the deal
Billy Grace Transaction ID: the ID that is sent through the CRM integration to match on the pixel hits.
Status: the status of the deal
Create a CRM Deal Event
Select event type 'Deal'
Select Status
When creating your CRM Deal event, you can customize your preferences by selecting specific statuses for, for example, 'Received Deals' and 'Closed Deals'. This ensures the data you track aligns with your workflow. The CRM events created will only contain Deals with the status selected here, so make sure to add the right deal status.
Important: If you work with a pipeline (for example: Lead → Appointment → Analysis → Contract), always include all the statuses that follow the stage you're tracking. For a Lead event, also select Appointment, Analysis and Contract statuses. This ensures Billy Grace counts deals correctly as they move through your pipeline.
Contact
Access and review all CRM contacts received in the 'Contacts' tab.
The contacts tab shows which contacts are available. It has the following columns:
Created at: the date when the contact was created
Active: whether the contact is active
Attributed: whether the contact is attributed
Owner ID: the owner ID in the CRM
ID: the ID in the CRM
Billy Grace Transaction ID: the ID that is sent through the CRM integration to match on the pixel hits.
Status: the status of the contact
Create a CRM Contact Event
Select event type 'Contact'
Select Custom fields and set field parameters
When creating your CRM Contact event, select the custom fields you want to include. After, define the attributes for each custom field to track the data that matters to your CRM goals.
You can apply multiple filters to narrow down which contacts are included in your event. Combine filters with AND/OR logic to match your specific setup.
Company
Access and review all CRM companies received in the 'Companies' tab.
The companies tab shows which companies are available. It has the following columns:
Created at: the date when the company was created
Active: whether the company is active
Attributed: whether the company is attributed
Owner ID: the owner ID in the CRM
ID: the ID in the CRM
Billy Grace Transaction ID: the ID that is sent through the CRM integration to match on the pixel hits.
Status: the status of the company
Create a CRM Company Event
Select event type 'Company'.
Select Custom fields and set field parameters
When creating your CRM Company event, select the custom fields you want to include. After, you can define the attributes for each custom field to track the data that matters to your own CRM goals.
You can apply multiple filters to narrow down which companies are included in your event. Combine filters with AND/OR logic to match your specific setup.
Need help?
Chat with us or email support@billygrace.com