GA4 Connection to Salesforce

Goal:

Implement an end-to-end data connection between Google Analytics 4 (GA4), Google Tag Manager (GTM), WordPress, and Salesforce to enable full-funnel marketing attribution — tracking user activity from ad click → website engagement → form submission → CRM lead creation.

Outcome:

Created a live tracking and attribution system that automatically captures campaign and session identifiers (GA Client ID, UTM parameters) at the moment of form submission, passes them through Zapier, and stores them in Salesforce Leads. This allows revenue attribution in both GA4 and Salesforce for true closed-loop reporting.

1. GA4 Event Tracking Validation

Tested multiple form submissions and button clicks.
Confirmed events appear in GA4 Realtime Report and under Events.
Promoted all conversion-relevant events to Key Events for reporting.

2. Zapier Integration

Installed Contact Form 7 → Webhook plugin in WordPress.
Created a Zapier “Catch Hook” trigger to receive form data.
Sent a test submission to populate sample fields (your-name, your-email, ga_client_id, utm_source, etc.).
Confirmed successful payload receipt in Zapier.

3. Salesforce Integration via Zapier

Action: Salesforce → Create Record (Lead)
Chose Lead as Salesforce Object.
Connected Production Salesforce environment.
Mapped all form fields to Salesforce Lead fields:

Salesforce Field	Source (CF7 Field)
Last Name	`your-name`
Email	`your-email`
Company	Static “Individual”
GA_Client_ID__c	`ga_client_id`
UTM_Source__c	`utm_source`
UTM_Medium__c	`utm_medium`
UTM_Campaign__c	`utm_campaign`
Description	`your-message`
Lead Source	Static “Website”
Status	Static “Open – Not Contacted”