Track every booked call, once, in every tool.

0Read this first

What we are building

Someone searches on Google, clicks our ad, lands on one of the two pages and books a call in the calendar. When that happens:

Order of work

Parts 2 to 6 create the accounts and IDs. Part 7 uses those IDs to build GTM. Part 8 puts GTM on the pages. Part 9 tests. Part 10 sends Rodrigo everything he needs.

1The two pages and what they carry

We start Google Search with two ideas, one ad group and one page each. The pages have the same structure on purpose, so the test compares the message, not the layout. On both pages, every button scrolls to the calendar (#book) and the calendar is the only way to convert. There are no outbound links, no other form and no checkout. The page files are set to noindex so they do not compete with the main site in Google search. (The live GHL page lost that setting; Part 8 puts it back.)

Page 2 changes its words by the ?role= in the URL

Each BI-1 ad points to the page with a role value, so the headline chip, subheadline and services grid name the role the person searched. Without role, the page shows the general version. We send role to GA4, Clarity and GHL so we can see which role books calls.

What Google Ads adds to every click

Rodrigo sets this in Google Ads as the account's final URL suffix. You do not need to set it, but use the same parameters when you test, so the test looks like a real ad click.

utm_source=google&utm_medium=cpc&utm_campaign={campaignid}&utm_content={creative}&utm_term={keyword}&matchtype={matchtype}&device={device}&network={network}

Google also adds gclid (or gbraid / wbraid on some iPhone traffic) when auto-tagging is on. That ID is what lets GHL tell Google Ads "this click booked a call".

2Create the Google Tag Manager container DeskTeam360

We use a new container only for the landing pages. It keeps the ads tracking separate from the main site and from the older container Rodrigo can see today (that one is not installed on any page).

1. Go to tagmanager.google.com and sign in with the Google account that owns DeskTeam360's Google assets.
2. Open the existing DeskTeam360 GTM account. If there is none, click Create Account, account name DeskTeam360, country United States.
3. Click Admin → under Container, click + (Create Container).
4. Container name: DT360 - Ads Landing Pages. Target platform: Web. Click Create.
5. GTM shows the install code. Close it for now (you will paste it in Part 8). Write down the container ID at the top right. It looks like GTM-XXXXXXX.
6. Give Rodrigo access: Admin → Container → User Management → + → Add users. Email rodrigopatria@gmail.com. Container permissions: Publish. Click Invite.
7. Add Rodrigo's DeskTeam360 reporting email with container permission Read: dt360-reporting@deskteam360-reporting.iam.gserviceaccount.com. It is a read-only robot account that only Rodrigo's DeskTeam360 reports use. It lets him check the container setup automatically and cannot change anything.

3Microsoft Clarity DeskTeam360

Clarity is free. It records how people scroll and click on the page, so we can see where they stop. One note: Clarity cannot see inside the GHL calendar, because the calendar is a separate site inside an iframe. It sees the page around it, and we send it a booked_call event so we can filter the recordings of people who booked.

3.1 Create the project

1. Go to clarity.microsoft.com and sign in with a company account (Google or Microsoft). Use a DeskTeam360 account, not a personal one, so the project stays with the company.
2. Click + New project. Name: DeskTeam360 - Ads Landing Pages. Website URL: https://open.deskteam360.com. Click Add new project.
3. On the install screen, choose Install manually. Do not paste the code in the page. We install it with GTM in Part 7.
4. Copy the project ID. It is the short code at the end of the script, in "script", "abcd1234ef". You can also find it later in Settings → Overview.

3.2 Give Rodrigo access

1. Open the project → Settings → Team → Add team member.
2. Email rodrigopatria@gmail.com, role Admin. Click Add.

3.3 Settings

1. Settings → Setup → Google Analytics integration → Get started → connect GA4 property DeskTeam360.com - GA4 (property ID 398633583). This adds a Clarity recording link to GA4 data.
2. Settings → Masking → keep Balanced (the default).
3. Settings → IP blocking → add the public IP address(es) of the DeskTeam360 office so the team's own visits are not recorded. (Find the office IP by searching "what is my IP" on Google from an office computer.)

3.4 Create the API token for Rodrigo's reports

1. Settings → Data Export → Generate new API token.
2. Token name: 3HRV reporting. Click Generate.
3. Copy the token right away. Clarity shows it only once.
4. Send it to Rodrigo with a one-time secret link (see the rules in Part 0). Do not put it in the Part 10 form or in an email.

4Google Ads conversion actions DeskTeam360

Account: 546-353-3699. Google tag already used by DeskTeam360: AW-799375519. You will create two new actions. Leave every existing action exactly as it is.

4.1 Check auto-tagging

1. In Google Ads, open Admin → Account settings → Auto-tagging.
2. It must say Tag the URL that people click through from my ad (on). If it is off, do not change it; tell Rodrigo.

4.2 Action 1: DT360 - Booked Call (GHL) (the one Google bids on)

1. Goals → Conversions → Summary → + Create conversion action.
2. Choose Import → CRMs, files or other data sources → Track conversions from clicks. If Google asks for a data source, choose the option to upload from a file or API, or skip it. GHL will send the data.
3. Settings:

   Goal and action optimization	Book appointment category · leave it as the Google default for now (Rodrigo makes it the only Primary)
   Conversion name	DT360 - Booked Call (GHL) (exact text, GHL looks for this name)
   Value	Don't use a value
   Count	One
   Click-through conversion window	30 days
   Attribution	Data-driven

4. Click Save and continue → Done.

4.3 Action 2: DT360 - Booked Call (browser) (backup, never bids)

1. Goals → Conversions → Summary → + Create conversion action → Website.
2. Enter deskteam360.com and click Scan. Then choose Add a conversion action manually.
3. Settings:

   Goal category	Book appointment
   Conversion name	DT360 - Booked Call (browser)
   Action optimization	Secondary action (very important)
   Value	Don't use a value
   Count	One
   Click-through window	30 days
   Engaged-view and view-through windows	Leave default
   Attribution	Data-driven

4. Click Done → Save and continue.
5. On the tag setup screen, choose Use Google Tag Manager. Copy the two values Google shows:
   • Conversion ID: should be 799375519. If it is a different number, tell Rodrigo.
   • Conversion label: a code like AbC-D_efG-h12_34-567. You need it in Part 7.

4.4 Link Google Ads and GA4

Today GA4 is linked to three other Google Ads accounts but not to 546-353-3699. Add this link (do not remove the others).

1. In GA4 (property 398633583): Admin → Product links → Google Ads links → Link.
2. Choose Google Ads accounts → tick 546-353-3699 → Confirm → Next.
3. Keep Enable personalized advertising on and Enable auto-tagging on. Click Next → Submit.
4. Do not import GA4 events into Google Ads as conversions. That would count booked calls a third time.

5Google Analytics 4 DeskTeam360

Use the existing property DeskTeam360.com - GA4 (property ID 398633583, measurement ID G-ZSLFPBZD33). Do not create a new property. Pages on open.deskteam360.com share the main domain, so visitors are tracked as one user across the main site and the pages.

5.1 Data stream settings

1. Admin → Data collection and modification → Data streams → open the web stream with G-ZSLFPBZD33.
2. Enhanced measurement: on (page views, scrolls, outbound clicks, site search, video, file downloads).
3. Configure tag settings → Show more → List unwanted referrals → add two conditions, "Referral domain contains": leadconnectorhq.com and msgsndr.com. Save. (Stops the calendar from showing up as a traffic source.)
4. Configure tag settings → Show more → Define internal traffic → Create → rule name DT360 office, traffic_type value internal, IP address equals the office IP(s). Save.

5.2 Filter and retention

1. Admin → Data collection and modification → Data filters → open Internal Traffic → set it to Testing for now. Rodrigo will switch it to Active after Part 9, so your test booking is still visible.
2. Admin → Data collection and modification → Data retention → Event data retention 14 months → Save.

5.3 Key event: booked_call

1. Admin → Data display → Key events → New key event.
2. Name: booked_call (lowercase, exact). Save. Counting method: Once per session.

The main site code also has an event called booked_call. That is fine. Reports separate the two by hostname and by lp_variant.

5.4 Custom dimensions

Admin → Data display → Custom definitions → Create custom dimension. Create these four, all with scope Event:

6GoHighLevel DeskTeam360

GHL is where a booked call really lives. The goal of this part: every booking from the ads carries its source (gclid, UTMs, page, role) and GHL tells Google Ads about it.

6.1 Custom fields

Settings → Custom Fields → + Add Field → type Single Line, object Contact. Put them in a new folder called Ads Attribution.

GHL makes the key from the field name. If the key it shows is different (for example contact.utm_source_1), write down the real key and send it in Part 10.

6.2 Booking form with hidden fields

1. Sites → Forms → Builder. Open the form that "DeskTeam360 Demo Call 1" uses today (check in its calendar settings) and click Duplicate. If it uses the default calendar form, create a new form with the same visible fields (first name, last name, email, phone, plus any questions it asks today).
2. Name the copy DT360 - Ads Booking Form. Do not add new visible questions. The page copy and the call process stay as they are.
3. Drag the 10 custom fields from 6.1 into the form. For each one, open its settings: tick Hidden and set Query Key to the URL parameter in the table (for example field "UTM Source", query key utm_source).
4. Save the form.

6.3 New calendar for ad traffic

Skip this step if Rodrigo decided to keep "DeskTeam360 Demo Call 1" (see Part 0). In that case, attach the form from 6.2 to that calendar instead.

1. Calendars → Calendar Settings → find DeskTeam360 Demo Call 1 → three dots → Clone.
2. Rename the clone DT360 - Google Ads Call. Keep the same team members, availability, duration (30 minutes), reminders and confirmation emails.
3. In the calendar's Forms settings, choose custom form → DT360 - Ads Booking Form.
4. In Confirmation, choose Redirect to URL: https://open.deskteam360.com/dt-ad-booked (the thank-you page from Part 8.5). If there is an option to add contact or appointment details to the URL, leave it off: names and emails must never go into a URL, because GA4 and Clarity would record them. This redirect is why the ads calendar must be separate from the main site's calendar.
5. Save. Open Share / embed code and copy the calendar widget ID. It is the code after /widget/booking/ in the embed URL. Today's calendar is BvMnlvEIoMKwnPB3eQjZ; the new one will be different.

6.4 Connect Google Ads to GHL

1. Settings → Integrations → Google → Connect. Sign in with a Google account that has Admin or Standard access to Google Ads 546-353-3699.
2. When GHL asks which Google Ads account to use, choose 546-353-3699. If GHL only connects through Ad Manager, use Marketing → Ad Manager → Google and pick the same account.

6.5 Workflow: DT360 - Google Ads Booked Call

Automation → Workflows → + Create Workflow → Start from scratch. Name it DT360 - Google Ads Booked Call. Build it like this:

Save, then Publish the workflow (toggle at the top right). Under Settings of the workflow, turn Allow re-entry off.

7Build the GTM container DeskTeam360

Open the container DT360 - Ads Landing Pages. Create everything below with the exact names, then publish once at the end. You need: the Clarity project ID (Part 3) and the browser conversion label (Part 4.3).

7.1 Built-in variables

Variables → Built-In Variables → Configure → tick: Page URL, Page Path, Page Hostname, Referrer, Event, Click Element, Click Classes, Click ID, Click Text, Click URL, Scroll Depth Threshold.

7.2 User-defined variables

Variables → User-Defined Variables → New.

7.3 Triggers

Triggers → New.

7.4 Tags

Tags → New. Create in this order.

Tag 1: Google Tag - GA4

• Type: Google Tag. Tag ID: {{const - GA4 ID}}.
• Configuration settings → add parameters: lp_variant = {{DLV - lp_variant}}, role = {{DLV - role}}. (These are then sent with every GA4 event.)
• Trigger: Init - All Pages.

Tag 2: Google Tag - Google Ads

• Type: Google Tag. Tag ID: {{const - Ads ID}}.
• Trigger: Init - All Pages.

Tag 3: Conversion Linker

• Type: Conversion Linker. Keep defaults. Trigger: Init - All Pages.
• This saves the gclid in a first-party cookie so Google Ads can match the conversion.

Tag 4: Clarity - Base

• Type: Custom HTML. Trigger: Init - All Pages. Paste:

<script type="text/javascript">
  (function(c,l,a,r,i,t,y){
    c[a]=c[a]||function(){(c[a].q=c[a].q||[]).push(arguments)};
    t=l.createElement(r);t.async=1;t.src="https://www.clarity.ms/tag/"+i;
    y=l.getElementsByTagName(r)[0];y.parentNode.insertBefore(t,y);
  })(window, document, "clarity", "script", "{{const - Clarity ID}}");
  window.clarity("set", "lp_variant", "{{DLV - lp_variant}}");
  window.clarity("set", "role", "{{DLV - role}}");
  window.clarity("set", "has_gclid", /[?&](gclid|gbraid|wbraid)=/.test(location.search) ? "yes" : "no");
</script>

Tag 5: GHL - Message Logger (debug)

• Type: Custom HTML. Trigger: DOM - All Pages.
• It does not send anything. When the page is opened with ?dt_debug=1, it prints the messages the GHL calendar sends to the browser console. It helps us fix things if the redirect to the thank-you page ever stops working. The booked call itself is counted on the thank-you page (Part 8.5).

<script>
(function () {
  if (!/[?&]dt_debug=1/.test(location.search)) { return; }
  var GHL_ORIGIN = /(leadconnectorhq\.com|msgsndr\.com|gohighlevel\.com|deskteam360\.com)$/i;
  window.addEventListener('message', function (e) {
    var host = '';
    try { host = new URL(e.origin).hostname; } catch (err) { return; }
    if (GHL_ORIGIN.test(host)) { console.log('[DT360 GHL message]', host, e.data); }
  });
})();
</script>

Tag 6: GA4 - booked_call

• Type: Google Analytics: GA4 Event. Measurement ID: {{const - GA4 ID}}. Event name: booked_call.
• Event parameters: booking_method = {{DLV - booking_method}}, lp_variant = {{DLV - lp_variant}}, role = {{DLV - role}}.
• Trigger: CE - booked_call. (The thank-you page pushes this event, see Part 8.5.)

Tag 7: Ads - Booked Call (browser)

• Type: Google Ads Conversion Tracking. Conversion ID: {{const - Ads Conversion ID}}. Conversion label: {{const - Ads Label Booked Call}}.
• Leave value, transaction ID and enhanced conversions empty.
• Trigger: CE - booked_call.

Tag 8: Clarity - booked_call

• Type: Custom HTML. Trigger: CE - booked_call. Paste:

<script>
  if (window.clarity) {
    window.clarity("event", "booked_call");
    window.clarity("upgrade", "booked_call");
  }
</script>

Tag 9: GA4 - calendar_view

• Type: GA4 Event. Measurement ID {{const - GA4 ID}}. Event name: calendar_view.
• Trigger: Vis - Calendar section.

Tag 10: GA4 - cta_click

• Type: GA4 Event. Event name: cta_click. Parameters: cta_text = {{Click Text}}, cta_target = {{Click URL}}.
• Triggers: Click - CTA to calendar and Click - See plans.

Tag 11: GA4 - scroll_depth

• Type: GA4 Event. Event name: scroll_depth. Parameter: percent = {{Scroll Depth Threshold}}.
• Trigger: Scroll - 25 50 75 90.

7.5 Publish

1. Click Preview only after Part 8 (the container must be on the page). Then test as in Part 9.
2. When the test passes: Submit → Version name v1 - Ads LP tracking → description "GA4, Ads, Clarity, GHL booking listener" → Publish.

8Build the pages in GoHighLevel DeskTeam360

Each page is its own GHL funnel on open.deskteam360.com. Pasting our HTML into Custom Code elements is fine for the page content: we checked the live BI-1 page and the design, the phone layout and the ?role= wording all work. What must be done the GHL way is everything around the content: the calendar, the thank-you page, the page settings and the tracking code.

8.1 Funnels and paths

All three on the domain open.deskteam360.com (Funnel → Settings → Domain). To create the BI-4 funnel, the fastest way is Sites → Funnels → DT - Google - Ad1 - Hire → three dots → Clone, rename it, change the path, then replace the content blocks with the BI-4 HTML.

8.2 Page content: Custom Code is OK, with these rules

1. Keep the block that holds the page's <style> CSS as the first block on the page. If it is deleted or moved below, the whole page loses its design.
2. Keep the BI-1 block with the ?role= script. It changes the headline chip, subheadline and services by role. After any edit, open /dt-ad-hire?role=video-editor and check the chip says "Looking to hire a video editor?".
3. Text changes are made in the HTML of the block. Do not add GHL headline or button elements between the code blocks; they will not match the design.
4. Do not remove id="book" from the calendar section heading. Every "Book your ... call" button scrolls to it.
5. Check the page on a phone after every change (GHL editor → mobile view, and on a real phone).

8.3 Calendar: use GHL's own Calendar element

1. In the page editor, find the Custom Code block that contains the calendar <iframe ... widget/booking/BvMnlvEIoMKwnPB3eQjZ ...> and the form_embed.js script. Delete only the iframe and that script from the block. Keep the section heading and text above it, with id="book".
2. Right below that block, add GHL's native element: + Add Element → Form → Calendar. Choose the calendar DT360 - Google Ads Call (Part 6.3).
3. Set the element's width to full and background to match the section (navy #11104C), so it looks like the rest of the page.
4. Do the same on the BI-4 page.

8.4 Page settings: title, description, noindex

Open each funnel step → gear icon / Page settings → SEO meta data. Replace what is there with:

Remove any social image or keywords left over from the old PPC page. The noindex tag goes in the tracking code (8.6), because it must be in the page head.

8.5 Thank-you page: /dt-ad-booked

This page is where the booked call is counted. The calendar sends people here after they book (Part 6.3), and the code in 8.6 tells GTM "booked_call" once.

1. Create the funnel DT - Google - Booked with one step, path /dt-ad-booked, domain open.deskteam360.com.
2. Build it with normal GHL elements, same colors as the landing pages (navy #11104C, pink #e4277a). Content:
   • Headline: You're booked.
   • Text: Check your email for the calendar invite. On the call we'll look at what's on your list and show you who would work on it. Bring your backlog: the pages, funnels, designs or videos you need done.
   • No buttons, no forms, no other calendar. Do not show the person's name or email on the page.
3. Put this funnel's tracking code from 8.6 (the "thank-you" version).

8.6 Tracking code for each funnel

In each funnel: Settings → Tracking Code. There are two boxes, Head and Body. Replace GTM-XXXXXXX with the container ID from Part 2. The only difference between the landing funnels is the LP value.

<meta name="robots" content="noindex">
<script>
(function () {
  var LP = 'bi1_hire_team';   // Ad4 funnel: 'bi4_white_label'
  var role = (new URLSearchParams(location.search).get('role') || 'none').toLowerCase();
  try { sessionStorage.setItem('dt360_lp', LP); sessionStorage.setItem('dt360_role', role); } catch (e) {}
  window.dataLayer = window.dataLayer || [];
  window.dataLayer.push({ lp_variant: LP, role: role, page_type: 'ads_landing_page' });
})();
</script>
<!-- Google Tag Manager -->
<script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);
})(window,document,'script','dataLayer','GTM-XXXXXXX');</script>
<!-- End Google Tag Manager -->

<meta name="robots" content="noindex">
<script>
(function () {
  var lp = 'unknown', role = 'none', seen = false;
  try {
    lp = sessionStorage.getItem('dt360_lp') || 'unknown';
    role = sessionStorage.getItem('dt360_role') || 'none';
    seen = sessionStorage.getItem('dt360_booked') === '1';
    sessionStorage.setItem('dt360_booked', '1');
  } catch (e) {}
  window.dataLayer = window.dataLayer || [];
  window.dataLayer.push({ lp_variant: lp, role: role, page_type: 'ads_thank_you' });
  // Count the booking once per browser session, even if the page is refreshed.
  if (!seen) { window.dataLayer.push({ event: 'booked_call', booking_method: 'thank_you_page' }); }
})();
</script>
<!-- Google Tag Manager -->
<script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start':
new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0],
j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src=
'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f);
})(window,document,'script','dataLayer','GTM-XXXXXXX');</script>
<!-- End Google Tag Manager -->

<!-- Google Tag Manager (noscript) -->
<noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-XXXXXXX"
height="0" width="0" style="display:none;visibility:hidden"></iframe></noscript>
<!-- End Google Tag Manager (noscript) -->

Do not paste GA4, Google Ads, Clarity or Meta codes directly into GHL. They all load through GTM, so each one loads once.

8.7 Fallback only: pasted calendar with the click-data script

Use this only if Rodrigo asks for it after the Part 9 test (when the native Calendar element does not fill the hidden fields). It replaces the native element with the pasted iframe and passes the ad data into it, keeping it for 90 days for people who come back later. Replace NEW_CALENDAR_ID in three places and set LP per page.

<iframe data-src="https://api.leadconnectorhq.com/widget/booking/NEW_CALENDAR_ID" style="width:100%;border:none;overflow:hidden;" scrolling="no" id="NEW_CALENDAR_ID_dt360" title="Book your call" allow="payment"></iframe>
<script>
(function () {
  var LP = 'bi1_hire_team';               // Ad4 page: 'bi4_white_label'
  var FRAME_ID = 'NEW_CALENDAR_ID_dt360';
  var KEYS = ['gclid','gbraid','wbraid','utm_source','utm_medium','utm_campaign','utm_term','utm_content','role'];
  var STORE = 'dt360_attr';
  var DAYS = 90;

  var frame = document.getElementById(FRAME_ID);
  if (!frame) { return; }
  var base = frame.getAttribute('data-src') || frame.getAttribute('src');
  var now = new URLSearchParams(location.search);
  var saved = {};
  try { saved = JSON.parse(localStorage.getItem(STORE) || '{}'); } catch (e) { saved = {}; }

  // A new ad click replaces the saved values. Without one, use saved values younger than 90 days.
  var fresh = KEYS.some(function (k) { return now.get(k); });
  var data = {};
  if (fresh) {
    KEYS.forEach(function (k) { if (now.get(k)) { data[k] = now.get(k); } });
    data._t = Date.now();
    try { localStorage.setItem(STORE, JSON.stringify(data)); } catch (e) {}
  } else if (saved._t && Date.now() - saved._t < DAYS * 864e5) {
    data = saved;
  }

  var out = new URLSearchParams();
  KEYS.forEach(function (k) { if (data[k]) { out.set(k, data[k]); } });
  out.set('landing_page', LP);
  frame.setAttribute('src', base + (base.indexOf('?') > -1 ? '&' : '?') + out.toString());
})();
</script>
<script src="https://link.msgsndr.com/js/form_embed.js" type="text/javascript"></script>

8.8 Publish

1. Save and publish all three funnels.
2. Open each URL in a private window. Check: the tab title is the new one, the calendar shows times, and on BI-1 ?role=video-editor changes the chip.
3. Right-click → View page source → search for noindex and GTM-. Both must be there.

9Test everything DeskTeam360

Do this once per page. It takes about 20 minutes per page. Take a screenshot at each check; you send them in Part 10.

9.1 Test URLs

Replace the date in gclid with today's date so each test is unique.

https://open.deskteam360.com/dt-ad-white-label?dt_debug=1&gclid=TEST_DT360_BI4_20261016&utm_source=google&utm_medium=cpc&utm_campaign=test&utm_term=white%20label%20web%20development&utm_content=test

https://open.deskteam360.com/dt-ad-hire?role=video-editor&dt_debug=1&gclid=TEST_DT360_BI1_20261016&utm_source=google&utm_medium=cpc&utm_campaign=test&utm_term=hire%20video%20editor&utm_content=test

9.2 Run the test

1. In GTM, click Preview, paste the test URL, click Connect. A new tab opens with the page. Keep Tag Assistant connected when the browser moves to the thank-you page.
2. In that tab, open the browser console (F12 on Windows, Cmd + Option + J on Mac, in Chrome).
3. In GA4, open Admin → Data display → DebugView in another tab.
4. On the page: scroll to the bottom, click one "Book your ... call" button, then book a call in the calendar. Name TEST DT360, your +dt360test email, a real phone if the form needs one.
5. Check each row below.
6. Cancel the test appointment in GHL afterwards, and add the tag test to the contact.

10Send back to Rodrigo Required

Fill in this form, click Copy my answers and paste the text into an email to rodrigopatria@gmail.com with the subject "DT360 tracking setup done". Attach the screenshots from Part 9. Do not put the Clarity API token here; send it with a secret link.

AAll names in one place

BLater, not now

These are planned, but they wait until the first bookings come in and Rodrigo confirms the process. Do not build them in this round.

• Call held and no-show. When the person who runs the call marks the appointment as Showed or No-show in GHL, a workflow moves the opportunity and sends DT360 - Call Held to Google Ads (Secondary). Needs: who marks the status, every time.
• New client. When a booked lead pays on portal.deskteam360.com, send DT360 - New Client to Google Ads with the plan value. Needs: a way to match portal payments to GHL contacts.
• Enhanced conversions for leads (hashed email from GHL), to match bookings when the click ID is missing.
• Meta and LinkedIn tags on the pages, once we know which of the three Meta pixels on the main site is the right one.
• Consent banner. The ads target the US and Canada. Quebec privacy law may require consent for tracking; that is a legal decision for DeskTeam360.

Prepared by Rodrigo Andrade, 3HRV, for DeskTeam360. Version 2, October 16, 2026. Questions: rodrigopatria@gmail.com.