Integrations and tracking
Connect Priceguide to everything else you use
Your estimator should not sit in a bubble. Send its leads into the software you already work in, and know exactly which marketing produced them.
There are two jobs here and they are worth keeping apart. Integrations get the lead out of Priceguide and into wherever you actually work, so nobody has to retype it. Tracking tells you which ad, post or page produced that lead, so you stop guessing where to spend. Start with the first one. It pays back immediately.
Get your leads into your CRM
Priceguide connects to thousands of apps through Zapier, so you can add every completed estimate to your CRM automatically, create a job or an estimate in your field service software, or push the data into a spreadsheet, Slack or wherever your team looks.
Start here: connect your estimator to Zapier. Everything below builds on it.
| Your software | Guide |
|---|---|
| Jobber | Connect Priceguide to Jobber |
| JobTread | Connect Priceguide to JobTread |
| ServiceTitan | Connect Priceguide to ServiceTitan |
| HubSpot | Connect Priceguide to HubSpot |
| GoHighLevel | Connect Priceguide to GoHighLevel |
| Anything else | Find your field service software |
| Not on Zapier at all | Connect it with webhooks |
Sending the full estimate, not just a name. If you want every answer the customer gave, not only their contact details, read getting full estimate data into Zapier. It is the most common thing people ask us about after the first Zap is running.
Know where your leads came from
Every completed estimate can carry the campaign that produced it, so you can tell which ad or page is actually paying for itself rather than guessing from the total.
| What you want | Guide |
|---|---|
| Tag your links so you know the source | Using UTM parameters |
| Go further with attribution | Advanced attribution |
Track conversions in Google and Meta
Add your analytics and pixel codes so the platforms can see completed estimates as conversions, and optimise your ads towards the people who finish rather than the people who click.
| Platform | Guide |
|---|---|
| Google Analytics and Tag Manager | Track your estimator in GA4 |
| Meta (Facebook and Instagram) | Set up the Meta Pixel |
| Running ads to your estimator | Running ads to your estimator |
Do this in order. Connect the CRM first so no lead is ever lost, then add tracking. Tracking tells you where to spend more; the integration makes sure the leads you already have actually get called.
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Cannot see your software here? Email [email protected] and tell us what you use. If it is on Zapier we will walk you through it.