Preserve ad metadata in Pipedrive

Problem Context

Marketers run paid ads on Facebook/Instagram to find customers. They use Pipedrive to track leads, but when leads move to 'Archived,' all ad details (campaign names, ad set IDs, UTM tags) disappear. This breaks their ability to prove which ads work.

Pain Points

They waste hours copying ad data into notes manually. Duplicate records create confusion. Merging contacts erases important details. Without ad metadata, they can't justify ad spend or reuse winning campaigns.

Impact

Leadership questions ad decisions, wasting money on underperforming campaigns. They miss chances to scale successful ads. Teams spend 5+ hours/week fixing broken data. Without proof, future ad budgets get cut.

Urgency

Every day without proper tracking costs them money. They can't prove ROI to leadership. If they don't fix this now, they risk losing ad access entirely. The problem grows as their ad spend increases.

Target Audience

Digital marketing agencies, e-commerce brands, and SMBs running paid social ads. Any team using Pipedrive + Meta/Google Ads faces this. Growth marketers, paid media specialists, and small business owners all struggle with lost ad data.

Solution Approach

AdTrace automatically saves ad metadata (campaign names, ad set IDs, UTM tags) to Pipedrive leads before they get archived. It acts as a backup, ensuring ad data stays attached to leads—even after archiving. Marketers get a complete history of which ads drove each customer.

Key Features

1. UTM/Ad Tag Preservation: Keeps track of UTM parameters, ad set IDs, and campaign names so you can prove attribution.
2. Search & Filter: Find leads by ad campaign, ad set, or UTM tag—even in archived deals.
3. Audit Log: Shows when ad data was saved and who archived the lead.

User Experience

Marketers connect AdTrace to Pipedrive in 5 minutes. No code needed. When they archive a lead, AdTrace silently saves the ad data. Later, they can search for leads by ad campaign or UTM tag—even years after archiving. Reports show which ads drive the most customers.

Differentiation

Unlike generic CRM tools, AdTrace focuses only on preserving ad metadata during archiving. Most tools require manual notes or duplicate records. AdTrace works in the background, so marketers don’t have to remember to copy data. It’s the only solution built for Pipedrive’s archiving behavior.

Scalability

Starts with single-user plans ($49/mo) and scales to team plans ($99/mo for 5+ users). Add-ons like team collaboration (shared notes, audit logs) unlock as teams grow. Integrates with Google Analytics and Meta Ads Manager for deeper insights.

Expected Impact

Proves which ads work, so marketers can double down on winners. Justifies ad spend to leadership, securing future budgets. Saves 5+ hours/week on manual data entry. Unlocks lost revenue from underperforming campaigns by identifying what’s actually driving customers.