Session Objective

Answer whether the prior offline conversion sheet covered only webforms and build the call-conversion equivalent for Google Ads offline conversion tracking.

Work Completed

• Confirmed the earlier sheet was webform-only from the Web_Form__c -> Intake -> Matter lane.
• Queried live Litify via LITIFY_ORG against CallRail_Call_Log__c with nonblank GCLID__c.
• Queried live Google Ads account 381-391-6687 and verified current Litify upload actions.
• Built local workbook and CSV outputs under /Users/samaguiar/Documents/Projects/Repos/sail-litify-hub-mdt/Litify_AI_Integration_Project/output/google-ads-offline-upload/manual-call-conversions-2026-05-28/.
• Imported the workbook into native Google Sheets: https://docs.google.com/spreadsheets/d/1p2b_zLKZATSvUj7A_NTO4yHDDu6ytzWV6idttwUSMtE
• Verified the imported Upload - CallRail Action tab read back 1 parameter row, 1 header row, and 5 conversion rows. A parallel Summary read hit a temporary Google Sheets API 429, but metadata and the upload tab readback succeeded.

Key Findings

• Live Litify call GCLID logs: 109.
• Intake-matched call logs: 76.
• Unmatched call logs: 33.
• Unique converted intake plus GCLID pairs: 9.
• Upload-eligible converted call matters: 5.
• Excluded converted pairs: 4, because the matter conversion date predates the available CallRail GCLID call.
• Auto accident upload candidates: 5.
• Trucking or commercial vehicle upload candidates: 1.
• Google Ads currently has Litify - Converted Intake (Web Form) and Litify - Signed Retainer (Web Form) as upload-click actions, but no Litify - Converted Intake (CallRail) action.

Deliverables