Describe the events and their meaning
Split contact view, phone click, successful form, qualified lead and sale. For each event, define the source, trigger moment, and counting rules. Check that the same business activity is not imported twice due to different integrations or duplicate tags.
Continue with: Google Ads offline conversions: prepare your CRM data.
Run successful and failing scenarios
Based on the agreed scenario, submit a test form, then try blank fields, re-click and server error. A successful conversion must correspond to the successful receipt of the enquiry. Check the mobile path and transitions between domains, if any. Consider setting user consent according to the market and implementation of the site.
Continue with: Advertising landing pages: a pre-launch checklist.
Compare the systems
Compare the time, ID and number of test enquiries in the site, analytics and CRM. Analyze the difference between reports by attribution, time zones, and processing latency. Document which events are primary and which are diagnostic only. After a correction, check the new data instead of waiting for the entire history to be automatically corrected.
Continue with: Meta Pixel and Conversions API: prevent duplicate events.
Is it possible to optimize ads per click on the phone?
You can use such an event, but it does not prove that the call was made. Quality assessment requires telephony and CRM data.