What Meta Ads detail can you report on?

Campaign, ad set, ad, and placement (Instagram vs. Facebook), each matched to the Zoho leads and deals it produced.

Do we need Zoho Analytics or a connector?

No. We pull from Meta Ads and Zoho CRM directly and build the report on a dashboard we host.

Can you include Google Ads in the same report?

Yes. Meta Ads and Google Ads can sit side by side against the same Zoho deals.

Anyone you choose. Viewers do not need a Zoho or Meta Ads login.

Meta Ads + Zoho CRM Reporting

Meta Ads and Zoho CRM Reporting

Facebook and Instagram tell you what a lead cost. Zoho CRM tells you whether it was worth it. We put the two in one report.

Meta Ads is good at generating leads cheaply, and that is exactly why it needs checking against the CRM. A campaign with a low cost per lead can still be the most expensive one you run if none of those leads close. We build the report that follows Facebook and Instagram spend through to Zoho deals.

Per-seat fees

Every 5 min

Dashboard refresh

Month to month

No long contract

BAA signed

For healthcare clients

What you see

Standard modules on this dashboard

Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.

Spend to Lead to Deal, by Campaign

Each Meta campaign next to the Zoho leads it produced, the deals those became, and the revenue.

Ad Set and Ad Detail

Campaign is only the top level. We track the ad set and the ad on each lead, so you can see which audiences and which creative produce deals.

Lead Form Leads Followed Through

Leads from Facebook and Instagram lead forms tracked in Zoho from first contact to closed or lost.

Cost per Deal, Not Cost per Lead

Spend divided by the deals Zoho closed, so cheap leads that never convert stop looking like wins.

Placement: Instagram vs. Facebook

Placement tracked on each lead, so Instagram and Facebook can be compared on the deals they produce, not just on clicks.

No Zoho Seat Needed

Marketing leads, owners, and agencies can see the report without a Zoho license.

Questions it answers

What a Meta Ads and Zoho CRM report tells you

Are the cheap leads any good?

How far each campaign’s leads get through your Zoho stages.

Instagram or Facebook?

Leads and deals by placement.

Which ad sets and ads work?

Deals and cost per deal by ad set and by ad, not just by campaign.

Which campaigns produce deals?

Closed-won in Zoho, by campaign, next to what each one spent.

How does Meta compare with Google?

Put Google Ads in the same report and compare cost per deal across both.

Request a demo

How it works

From access to live Meta Ads and Zoho CRM reporting

1. Discovery call

We map both systems, how records match between them, and the questions nobody can answer today.

2. Scope + fixed quote

You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.

3. Build + review

We stand up your reporting on a dedicated subdomain of trusscharts.com. You review and we iterate.

4. Launch + maintain

The dashboard refreshes every five minutes. We monitor it and add views as you grow.

Request a demo See the full process →

Common questions

We track the campaign, ad set, ad, and placement on each lead as it comes in, including leads from Facebook and Instagram lead forms. Those details stay with the Zoho record through to the deal.