Automation Scope Definition & Technical Design
Workshop to define the CRM pipeline stages to be tracked (e.g., client converted, meeting booked, quote sent)
Decision matrix: batch vs. real-time sync
Data field mapping (name, email, phone, conversion status, timestamps, etc.)
Format validation (MM/DD/YYYY HH:MM:SS compliance)
Deliverables:
Finalized tracking scope
Data schema aligned with Google Ads
Custom field audit in Bitrix24
Decision matrix: batch vs. real-time sync
Data field mapping (name, email, phone, conversion status, timestamps, etc.)
Format validation (MM/DD/YYYY HH:MM:SS compliance)
Deliverables:
Finalized tracking scope
Data schema aligned with Google Ads
Custom field audit in Bitrix24
.