Contents:

  • Why do Scoro and Google Analytics Need to Be Connected?
  • A Complete Solution for Integrating Scoro and Google Analytics
  • How Able CDP Integrates Scoro and Google Analytics
  • 5 Steps to Connect Scoro with Google Analytics by Using Able

Connect Scoro and Google Analytics

Why do Scoro and Google Analytics Need to Be Connected?

Scoro is end-to-end work management software. Google Analytics is one of the most widely used web analytics services. Both platforms offer a rich set of marketing data, but there are often significant discrepancies between them.

  1. Scoro doesn't track website visitors until they become leads and customers and link purchases to the original lead source. This leads to unconnected reporting for lead sources in Google Analytics, which is missing actual revenue data, and limits Scoro reporting capabilities by bundling all 'online' leads into the same category. Without a proper Scoro and Google Analytics integration, it's impossible to understand where each customer came from in Scoro, and to see overall revenue in Google Analytics.
  2. 30-40% of lead conversions in Google Analytics frequently may have direct or incorrect sources, as well as not being attributed to the actual landing page that the customer first saw or found in an organic search engine. This happens because Google Analytics creates a separate session for the returning customer when a different device is used or if browser privacy features block Google Analytics cookies.
  1. Scoro customer data without proper first-party attribution doesn't allow to leverage the reporting capabilities of the reporting tools like Google Analytics. It is impossible to accurately measure ROAS or other key marketing metrics in reporting tools without attributing sales to marketing sources. 

Scoro and Google Analytics integration enables getting a complete view of the each customer's journey. Attributing sales to leads and leads to marketing sources allows to accurately track end-to-end marketing campaigns and understand LTV and ROI for each marketing channel.

A Complete Solution for Integrating Scoro and Google Analytics

Able Customer Data Platform is a low-cost solution that integrates Scoro and Google Analytics, adding attribution details for new Scoro leads and sending e-commerce conversions to Google Analytics when an opportunity is closed won in Scoro.

It combines browser tracking with server-side API integrations, linking website activity with closed won Scoro opportunities to build a complete journey of each customer across website and Scoro.

This allows to attribute 99% of sales to the correct marketing source, ad click and landing page, as well as see full website journey of each individual Scoro lead and account and obtain data to inform strategy.

All of this without coding and complex manual set-up of the connection between Scoro and Google Analytics. Able CDP already knows how to attribute Scoro closed won opportunities and send them to Google Analytics and has a proprietary self-configuration engine that maps website form fields to Scoro lead fields, extending Scoro leads with attribution details such as UTM parameters, referrer URL and landing page URL.

How Able CDP Integrates Scoro and Google Analytics

Able utilizes proprietary first-party tracking and attribution technology to integrate website lead forms with Scoro API, adding attribution details to new leads and attributing each Scoro closed won opportunity to the original visitor.

Able Customer Data Platform combines browser and back-end tracking to:

  1. store Google Analytics Client Id for each lead form;
  2. add UTM parameters, referrer URL and landing page details to new Scoro leads;
  3. attribute successful deals to the Google Analytics Client Id that produced the original lead and send e-commerce transaction to Google Analytics.

It's important to add that Able CDP is flexible and you can implement only a half of the integration: for example, send closed won oportunities from Scoro as purchases to Google Analytics without having to modify Scoro Leads and use Able for their creation; or set up Able CDP lead attribution and use built-in Scoro reporting without Google Analytics.

5 Steps to Connect Scoro with Google Analytics by Using Able

Step 1. Sign up for a trial account

Complete the sign up form to instantly get access to a trial Able account for free.

Step 2. Install Able tracking code on the website

Add following code to the website to track website events:

<script type="text/javascript" src="https://app.ablecdp.com/ue.js"></script>
<script>
window.addEventListener('DOMContentLoaded', function () {
uipe('init', '%%FUNNEL_MARK%%')
uipe('track', 'PageView')
})
</script>

Where %%FUNNEL_MARK%% is the unique code of your Able CDP Funnel.

Able CDP page view tracking doesn't install its own cookies and relies on third-party identifiers such as Google Analytics Client Id to connect customer activity between website pages. Please enable cross-domain measurement in Google Analytics if your landing and lead/order pages are hosted on different domains.

Step 3. Connect Able to Scoro

  1. Open Site Settings - API Integrations in Scoro. Enable 'Scoro API'.
  2. Open API Credentials page in Formsable.
  3. Add new credential, choose 'Scoro' service.
  4. Enter API key from Scoro API settings into the 'Access Token' field.
  5. Enter Scoro account id from API settings and Scoro subdomain separated by a slash into the 'Name' field. They typically match, so it'd look like 'example/example'.
  6. Save the Credential.

Step 4. Set Up Able to Poll Successful Quotes From Scoro

Open Funnel page in the Able CDP Dashboard. Add Inbound Integration, choose the Scoro credential and Purchase event type. Save.

Able will begin regularly polling Scoro for quotes that were recently changed to a successful state and will send quote details and amount to configured Purchase integrations.

Step 5. Add Google Analytics Property Id to Able to send closed won Scoro opportunities as Google Analytics e-commerce conversions

Open Google Analytics, Admin – Property Settings page. Tracking Id should be the first item on the list. Record it.

Open ‘API Credentials’ tab in the Able CDP Dashboard. Select ‘Google Analytics’ service and enter Tracking Id in the Access Token field. Leave Refresh Token blank and enter arbitrary name you’d like to use as a reference (for example, corresponding Google Analytics property name). Press ‘Save’.

Open ‘Outbound’ tab. Select the Google Analytics Credential you’ve just saved and ‘Purchase’ event type. Press ‘Save’.

At this point required integration setup is complete and Able will start sending all Purchases that it attributed to Google Analytics visitors to Google Analytics Measurement API. Conversions will appear in all standard reports; additionally, Purchases will appear in the Conversions tab of E-commerce reports.

Read more about Able CDP tracking and attribution engine and how it utilizes a customer journey database to correctly attribute all purchases to the original visitors.

Discover B2B conversion funnel tracking best practices.

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“A valuable insight we've got because of using Able Customer Data Platform is that display ads aren't working for us at all... we've been wasting money for years on paid display ads.

Before Able we'd be excited about every lead or email that came through, but after the last year we've determined that those don't convert at all.

And so we've been focusing on paid search, which does have return on investment.”

Bryan Brinton, Co-Founder, Aluvii Software
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