Question 1

How do I add team members to my Octanist account?

Accepted Answer

Go to Settings > Members and invite new users by email. You can assign admin or regular roles. Give admin rights to the person who needs to manage integrations, settings and billing. Invited users receive an email invitation to create their account.

Question 2

Where do I find my Octanist Organization ID / Tag ID?

Accepted Answer

Go to Settings > Organization > ID your Octanist account. Your Organization ID / Tag ID is displayed there. This ID is needed for GTM tag configuration.

Question 3

Can I set up multiple Organizations for different countries or languages?

Accepted Answer

Yes, and it's recommended. Separate Organizations per country/language provide: (1) isolated lead data per market, (2) separate dashboarding and analytics, (3) independent integrations per market. Each Organization has its own subscription. And if you use the Portfolio setting (ask support@octanist.com), you can have a overview of those organizations in a single dashboard view.

Question 4

How do I cancel my Octanist subscription?

Accepted Answer

Go to Settings > Billing > Manage Subscription > and click on Cancel. Active subscriptions renew monthly or annually depending on your plan. Ensure you complete any pending lead qualifications before canceling, as historical data may become inaccessible.

Question 5

How do I connect Google Ads to Octanist?

Accepted Answer

Go to Integrations > Outgoing > Google Ads in your Octanist dashboard and follow the connection flow. You'll need admin access to your Google Ads account. Once connected, map your conversion actions. See https://octanist.com/docs/outgoing-integrations/google-ads for the full guide.

Question 6

How do I connect Meta (Facebook) Ads to Octanist?

Accepted Answer

Go to Integrations > Outgoing > Meta Ads in your Octanist dashboard and follow the connection flow. You'll need admin access to your Meta Ads account. Once connected, map your conversion actions. See https://octanist.com/docs/outgoing-integrations/meta for the full guide.

Question 7

How do I connect Microsoft Ads to Octanist?

Accepted Answer

Go to Integrations > Outgoing > Microsoft Ads. Octanist supports Microsoft Ads via direct API integration. Set up is similar to Google Ads, connect your account and map your conversion actions. See https://octanist.com/docs/outgoing-integrations/microsoft-ads.

Question 8

Why did my Google Ads integration stop working after a platform update?

Accepted Answer

Octanist periodically updates its integration method (e.g., from URL-based scheduled uploads to direct API). After an update, you may need to reconnect your Google Ads account. Go to Integrations > Outgoing > Google Ads, reconnect and revoke the old connection. Then re-map your conversion actions.

Question 9

What conversion event should I use for Meta Ads (Lead vs Purchase)?

Accepted Answer

We recommend using 'Purchase' as the conversion event for Won/Converted leads in Meta Ads, as this is what Meta optimizes for most effectively. 'Lead' can be used for Qualified leads. Check the latest guidance in our documentation as best practices may evolve: https://octanist.com/docs/outgoing-integrations/meta

Question 10

Why are my conversions not showing in Google Ads?

Accepted Answer

Common causes: (1) Consent Mode not configured, if consent signals show 'DENIED', Google won't accept the conversion. Check your consent settings. (2) Click ID expired (older than 90 days). (3) Integration disconnected, reconnect in Integrations > Outgoing. (4) Conversion action mapping incorrect. (5) It can take up to 24 hours for the conversion to show up in Google Ads. Contact support if the issue persists.

Question 11

How do I connect LinkedIn Ads to Octanist?

Accepted Answer

Go to Integrations > Ad Platforms > LinkedIn Ads, andfollow the steps to authorise the connection. Select the Ad Account you want to connect.

Then map your lead stages to LinkedIn conversion actions: both Qualified leads and Won (Converted) leads each map to a separate LinkedIn conversion action.

Enhanced Conversions for Leads is enabled by default, improving match rates beyond what Click IDs alone can achieve. A Backfill option is also available to retroactively upload historical leads that were qualified before the integration was set up.

See https://octanist.com/docs/outgoing-integrations/linkedin for the full guide and video.

Question 12

How does the Google Analytics 4 (GA4) integration work?

Accepted Answer

Octanist connects to GA4 using Google's Measurement Protocol (server-to-server, no personal client data is sent to GA4). Three events are sent automatically based on lead status changes:

• Won leads → "close_convert_lead" event (with value and currency parameters)
• Open leads with updated values → "working_lead" event
• Lost leads → "close_unconvert_lead" event (with loss reason)

Setup: find your GA4 Measurement ID in Data Streams and generate an API Secret via Measurement Protocol API Secrets (requires GA4 admin access). Enter both in Integrations > Outgoing > Google Analytics 4.

Important limitation: GA4's Measurement Protocol may sometimes show "(not set)" for session attribution, as it cannot always link server-sent data back to a specific user session.

Question 13

Can I export all my lead data to Google BigQuery for analysis?

Accepted Answer

Yes, Octanist has a native Google BigQuery integration. It automatically sends all lead events (qualified, won, and lost) to a BigQuery table using a predefined 35-field schema. Fields include: contact info (name, email, phone), ad tracking IDs (gclid, fbp, msclkid, li_fat_id, etc.), consent statuses, UTM parameters, and event timestamps.

Setup overview: (1) Create a BigQuery project with billing enabled (estimated cost: €0–€1/month). (2) Enable the BigQuery API in Google Cloud Console. (3) Create a dataset and table using the Octanist schema (pasted as JSON). (4) Connect via Integrations > Outgoing > Google BigQuery and authenticate with Google.

A backfill option is available to send historical lead data on first connection. See https://octanist.com/docs/outgoing-integrations/google-bigquery for the full schema.

Question 14

Can I retroactively upload leads that were qualified before I set up an integration? (Backfill)

Accepted Answer

Yes, most outgoing integrations include a Backfill option that retroactively uploads leads that were already qualified or converted before the integration was activated. This is especially useful when you have been collecting leads for a while before connecting your ad platform.

Backfill is available for all integrations like: Google Ads, Meta Ads, Microsoft Ads, LinkedIn Ads, Ga4 and Google BigQuery. Enable "Backfill Existing Leads" in the Advanced settings during integration setup.

Question 15

How should agencies set up Octanist for multiple clients?

Accepted Answer

Create a separate Octanist Organization for each client. The client (or agency on their behalf) creates the account and sets up billing. You can invite team members with different roles via Settings > Members. Each Organization has its own leads, integrations, and billing, this ensures data privacy between clients.

Question 16

Is there a partner or kickback program?

Accepted Answer

Yes, Octanist offers a partner kickback of 30% based on active customer duration. The program kicks in at 2+ referred accounts with self-service integration. Currently tracked manually, provide your referral list and Octanist calculates the kickback.

Question 17

Which CRM systems does Octanist integrate with?

Accepted Answer

Octanist integrates with: Zoho CRM, Salesforce, Recruitee, ClickUp, HubSpot, and WeFact. Custom integrations are possible via API or tools like Zapier/n8n. Enterprise clients can request custom CRM integrations. Contact support for setup assistance.

Question 18

How does the Zoho CRM integration work?

Accepted Answer

The Zoho CRM integration syncs leads between Octanist and Zoho. Setup can be done self-service using our documentation at https://octanist.com/docs/updating-integrations/zoho-crm or with support assistance (recommended as it can be complex). Contact support@octanist.com with your Zoho admin access to get started.

Question 19

Can Octanist integrate with Salesforce?

Accepted Answer

Yes, Salesforce integration is available at no extra cost. Octanist can sync lead data with Salesforce CRM. Support can handle the setup with admin access to your Salesforce account.

Question 20

Can I use Octanist with Monday.com?

Accepted Answer

Yes, Monday.com integration is available at no extra cost. Octanist can sync lead data with Monday.com CRM. Support can handle the setup with admin access to your Monday.com account.

Question 21

How does the Recruitee integration work?

Accepted Answer

The Recruitee integration uses webhooks to sync candidate pipeline movements to Octanist automatically. When a candidate moves to a specific stage in Recruitee, a webhook fires and updates the corresponding lead in Octanist.

Setup: find full documentation here: https://octanist.com/docs/updating-integrations/recruitee  (1) In Octanist, go to Integrations > Updating > Recruitee and generate a POST URL. (2) In Recruitee, go to Apps and Plugins > Webhooks, create a new webhook using that POST URL, and set the trigger to "Only the Move on pipeline". Copy the webhook secret back into Octanist. (3) Map Recruitee pipeline stage names to Octanist statuses, e.g., "First Interview" → Qualified, "Hired" → Won.

Critical: stage names must exactly match what is configured in Recruitee (case-sensitive). Assign monetary values to each mapped stage for conversion tracking in Google Ads and Meta.

Question 22

Can I use n8n to connect Octanist with other tools?

Accepted Answer

Yes, n8n can be used as an automation layer to connect Octanist with tools that do not have a native integration, in a similar way to Zapier. Use the Octanist API (with your X-API-KEY header) within n8n workflows to create leads (POST /api/leads) or update lead statuses (PATCH /api/leads).

Common use cases include: parsing incoming emails to automatically create Octanist leads, syncing data between Octanist and a niche CRM, or triggering actions when a lead status changes.

Contact support@octanist.com for guidance on setting up specific n8n workflows with the Octanist API.

Question 23

What is Octanist and how does it work?

Accepted Answer

Octanist is an allround Offline Conversion Tracking (OCT) platform built for lead generation.

It captures leads from your website via Google Tag Manager or our WordPress plugin. Inside Octanist, you can easily qualify leads (e.g. qualified or converted) and assign value to them.

This data is then automatically sent back to your ad platforms like Google Ads, Meta, Microsoft Ads, and LinkedIn.

As a result, you can optimize campaigns based on actual customers and revenue instead of just leads. Finally, you get clear insight into which campaigns truly drive business results.

Question 24

How do I create an Octanist account?

Accepted Answer

Go to octanist.com and create an account. Then create a new Organization with your company name. You can invite team members via Settings > Members. The person handling billing should have admin rights and can set up payment via Settings > Billing.

Question 25

What payment methods does Octanist accept?

Accepted Answer

Octanist accepts Credit Card, iDEAL/Wero, and SEPA Direct Debit (incasso). You can set up your preferred payment method in Settings > Billing. The first month is free after your integration is set up, so you can test before committing.

Question 26

Where can I find my invoices?

Accepted Answer

Go to octanist.com/settings/?tab=billing to access your invoice overview. Note: invoices are generated via Stripe after payment, not before. If you need invoices for your administration, they are available in the billing portal.

Question 27

Is there a free trial?

Accepted Answer

Yes, the first month is free. This gives you time to do the setup, test the platform, see leads coming in, and verify everything works correctly before billing starts.

Question 28

How is Octanist priced?

Accepted Answer

Octanist charges per Organization on a monthly or annual basis. The Serious Business plan is the most popular option. For multi-language or multi-country setups, you can use one Organization for all or separate Organizations per language/country (recommended for data separation). Check octanist.com/pricing/ for current pricing.

Question 29

What do the lead statuses mean (Open, Qualified, Won, Lost, Expired)?

Accepted Answer

Open: A new lead that just came in. 
Qualified: You've reviewed the lead and confirmed it's a real potential customer (click the star icon). 
Won/Converted: The lead became a paying customer. 
Lost: The lead did not convert. 
Expired: The lead passed the 90-day window without being qualified or converted. Qualify leads promptly to ensure ad platforms can optimize.

Question 30

What is the difference between Qualified and Converted leads?

Accepted Answer

Qualified means you've confirmed the lead is a genuine potential customer = marketing qualified lead.

Converted (Won) means they actually became a paying customer = sales qualified lead.

For Google Ads optimization, we recommend mapping Qualified as your Primary conversion action and Converted as Secondary. Qualified leads get their value when you click the star; Converted leads get their value when marked as Won.

Question 31

What happens when leads expire after 90 days?

Accepted Answer

Google Ads Click IDs (gclid) expire after 90 days. If a lead is not qualified or converted within this window, Google Ads cannot attribute it to the original click. However, Enhanced Conversions for Leads (email-based matching) still works beyond 90 days.

For businesses with long sales cycles, mark leads as Qualified as soon as possible and use Enhanced Conversions. When a lead becomes a customer, mark it as Won. Get Won insights from the Octanist Dashboard, because this dashboard includes expired leads.

Question 32

Can I restore a lead I accidentally deleted or modified?

Accepted Answer

Yes. When you marked a lead as Won or Lost, you can reopen the lead. Find the lead in the ALL leads tab > click on the lead to open it > Scroll all the way down > click re-open lead > lead will get the 'Open' status and you can re-qualifiy it.

If you deleted a lead, please contact support@octanist.com and we can reset a lead back to 'Open' status so you can re-qualify it with the correct information. Please include the lead details (email or name) in your request.

Question 33

How do I import leads from channels Octanist doesn't track directly?

Accepted Answer

Use the spreadsheet import feature at octanist.com/settings/?tab=import. This is also useful for leads from Pinterest, TikTok, offline events, or any source without a direct Octanist integration. Prepare a spreadsheet with the required fields and upload it.

Question 34

Why are some leads missing from my dashboard?

Accepted Answer

Common causes: (1) DataLayer not properly configured; check that form fields are mapped correctly, (2) Content Security Policy blocking requests to Octanist, (3) Cookie consent not granted by the visitor, (4) GTM container not published after changes, (5) No active payment method on your account. Check each of these and contact support if the issue persists.

Question 35

How does lead deduplication work?

Accepted Answer

Octanist automatically deduplicates leads submitted within a short time window (seconds). If the same email address submits a form multiple times in quick succession, only one lead is created. This prevents duplicate entries from double-clicks or form resubmissions.

Question 36

Can I filter or exclude certain leads?

Accepted Answer

Yes, you can filter leads in the dashboard by various criteria. If you want to exclude specific lead types (e.g., internal test submissions, specific domains), contact support for configuration options. The filter functionality is available on the Open Leads page.

Question 37

How do I assign a monetary value to a qualified or converted lead?

Accepted Answer

You can assign a currency value to leads when qualifying or converting them. This value is sent to connected ad platforms (Google Ads, Meta, Microsoft Ads, LinkedIn) alongside the conversion event, enabling value-based bidding and ROAS optimisation.

For manual qualification in the dashboard: enter the value when updating a lead's status.

Via the API: include the "value" field (numeric) in your PATCH request to /api/leads.

For CRM integrations (Recruitee, Zoho CRM, etc): configure lead values in the integration settings by mapping pipeline stages to amounts. E.g., "First Interview" (Qualified) = €1,000 and "Hired" (Won) = €5,000.

Note: if no value is assigned, the conversion is still sent to ad platforms with 1 as a value, so without a value for ROAS reporting.

Question 38

Can I add a reason when marking a lead as Lost?

Accepted Answer

Yes, when marking a lead as Lost, you can include a loss reason to explain why the lead did not convert. This is available both in the dashboard and via the API (the "lossReason" field in the Update Lead endpoint, sent alongside status: "lost").

Loss reasons are also forwarded to Google Analytics 4 if you have the GA4 integration enabled, they appear as a parameter within the "close_unconvert_lead" event.

Tracking loss reasons helps you understand patterns in non-converting leads and can inform both sales follow-up and campaign targeting decisions.

Question 39

Can I export my leads to CSV or Excel?

Accepted Answer

Yes, Octanist allows you to export your lead data to CSV or Excel from the dashboard (Settings > Data > Export Leads).

For automated or real-time data analysis, consider the Google BigQuery integration, which continuously syncs all lead events (qualified, won, and lost) to a structured dataset with a 35-field schema including contact data, ad tracking IDs, consent statuses, and timestamps.

Question 40

How can I contact Octanist support?

Accepted Answer

Email support@octanist.com for all support inquiries. Phone support is available by appointment, email first and we'll schedule a call if needed. For urgent integration issues, mention this in your email subject line.

Question 41

What access does Octanist need to set up my integrations?

Accepted Answer

Typically we need: (1) GTM admin access with publish rights (invite support@octanist.com), (2) Google Ads account access via MCC (share your Google Ads account ID), (3) WordPress admin access if using the plugin for support@octanist.com, (4) CRM admin access for CRM integrations. Your web developer may need to implement the DataLayer, wich can be found here: https://octanist.com/docs/incoming-integrations/gtm#2-prepare-the-website-+-email-to-web-developer

Question 42

Does Octanist support cross-domain tracking?

Accepted Answer

No. Cookies are domain-specific, so Octanist cannot track a visitor across two completely different domains (e.g., siteA.com and siteB.com). However, subdomains of the same root domain (e.g., shop.example.com and www.example.com) can share tracking. For multi-domain setups, each domain needs its own Octanist Organization.

Question 43

How does Octanist attribute leads to ad platforms?

Accepted Answer

Octanist reads Click IDs from cookies (gclid for Google Ads, fbclid for Meta, msclid for Microsoft Ads). When a visitor submits a form, Octanist stores these Click IDs with the lead. When you qualify or convert the lead, Octanist sends the conversion back to the ad platform using the stored Click ID. Multiple Click IDs can be present if the visitor came through multiple channels.

Question 44

Can I see campaign-level data in Octanist?

Accepted Answer

Yes, Octanist does show campaign-level, and even ad-group, reporting of Google Ads.

Question 45

What are Enhanced Conversions and why should I use them?

Accepted Answer

Enhanced Conversions for Leads use hashed email data instead of Click IDs to match conversions in Google Ads. This is important because Click IDs expire after 90 days, but email-based matching works beyond that window. It also works when cookies are blocked. Octanist supports Enhanced Conversions, enable them in your Google Ads conversion action settings.

Question 46

My API key is showing an error, what should I do?

Accepted Answer

API keys will not expire or become invalid. Go to Settings > API Keys to check your key or create a new one. Contact support@octanist.com to verify your key status. API keys are distributed via one-time secret links for security.

Question 47

Octanist is conflicting with my existing forms, what should I do?

Accepted Answer

If Octanist's tracking code conflicts with your form plugin (e.g., Clio, custom forms), have your web developer email the specific error details to support@octanist.com. Common fixes include adjusting the DataLayer trigger timing, ensuring no duplicate event listeners, or switching to server-side tracking via the API.

Question 48

My Google Ads shows a conversion error after reconnecting, how do I fix it?

Accepted Answer

After reconnecting Google Ads (e.g., following the March 2026 platform update), you need to re-map your conversion actions. Go to Integrations > Google Ads, check that Qualified and Converted are mapped to the correct conversion actions in Google Ads. The old URL-based integration has been replaced with direct API, ensure you're using the new method and please delete the old one. This can be done in Octanist by Revoke the legacy integration and in Google Ads by pauzing the scheduled updates in Conversions.

Question 49

Leads are coming in but not being sent to Google Ads, what's wrong?

Accepted Answer

Check: (1) Is the Google Ads integration connected? (Integrations > Active), (2) Have you mapped conversion actions?, (3) Is Consent Mode configured correctly? If consent signals are 'DENIED', Google Ads will reject the conversions. (4) Check if leads have the required Click ID (gclid). (5) It can take up to 24 hours for Google Ads to display the data. Contact support with your Organization name for diagnosis.

Question 50

How do I set up Octanist with Google Tag Manager (GTM)?

Accepted Answer

Install the Octanist GTM template by searching for 'Octanist' in the GTM Community Template Gallery. Add the Octanist tag, enter your Organization ID (found in Integrations > Incoming > GTM), and configure the DataLayer variables for your form fields (email, phone, first name, last name). Publish the GTM container. See https://octanist.com/docs/incoming-integrations/gtm for the full guide.

Question 51

How do I set up the DataLayer for my forms?

Accepted Answer

The DataLayer pushes form field values (email, phone, name) to GTM when a form is submitted. Your web developer needs to add a DataLayer push event on the form submission event. The exact implementation depends on website and/or your form plugin (Gravity Forms, Contact Form 7, Formidable Forms, Ninja Forms). See our documentation for specific instructions: https://octanist.com/docs/incoming-integrations/gtm#2-prepare-the-website-+-email-to-web-developer

Question 52

How do I integrate Octanist with the WordPress plugin?

Accepted Answer

Install the Octanist WordPress plugin from the WordPress Plugin Directory. Go to the plugin settings and map your form fields to the Octanist fields (email, phone, first name, last name). The field names must match exactly what your form uses (e.g., 'your-name', 'your-email' for Contact Form 7). Test by submitting a form, the lead should appear after 10 sec in your Octanist dashboard.

Question 53

My forms are in an iframe, how do I track them?

Accepted Answer

If your form runs in an iframe on a different domain, standard DataLayer tracking won't work across the iframe boundary. Options: (1) Place the DataLayer code on the same domain as the form, (2) Use server-side tracking via the Octanist API to send form data directly from your backend, (3) Ensure the form redirects to a thank-you page on your main domain where the DataLayer fires.

Question 54

What should I do if my Content Security Policy (CSP) blocks Octanist?

Accepted Answer

If leads are not appearing, check your website's Content Security Policy. You need to whitelist octanist.com in your CSP headers to allow outgoing requests. Your web developer can add Octanist to the allowed domains in the CSP configuration.

Question 55

Can I use server-side tracking instead of client-side?

Accepted Answer

Yes. Octanist offers an API for server-side integration. This is useful when client-side tracking is problematic (iframes, CSP restrictions, or complex form setups). You send form submission data directly from your server to the Octanist API. Contact support for API documentation and authentication setup or see this docs: https://octanist.com/docs/api-reference/introduction

Question 56

Does Octanist work with Stape server-side tracking?

Accepted Answer

Octanist's DataLayer configuration is separate from Stape's server-side pixel tracking. They can coexist, but the Octanist DataLayer is specifically for capturing lead data, not for general event tracking. If Stape overrides your domain, it may affect how source data appears in Octanist.

Question 57

Which form plugins does Octanist support?

Accepted Answer

Octanist works with any form plugin that can trigger a DataLayer event or submit to a thank-you page. Popular supported plugins include: Gravity Forms, Contact Form 7, Formidable Forms, Ninja Forms, and Clio. For each plugin, the field mapping approach differs slightly. See our documentation for plugin-specific setup guides: https://octanist.com/docs/incoming-integrations/wordpress

Question 58

What is Consent Mode and how do I configure it in Octanist?

Accepted Answer

Google Consent Mode controls whether conversion data can be attributed to ad campaigns based on user consent. Since March 2024, EU regulations require consent signals. In Octanist, leads default to "Denied" if no consent status is provided, meaning they cannot be attributed to Google Ads campaigns.

You can configure Consent Mode in two ways via the GTM integration: (1) Automatic detection: Octanist respects signals from a certified CMP like Cookiebot or CookieYes and sets "Granted" or "Denied" automatically. (2) Manual configuration: set a custom consent variable in GTM that returns "Granted" or "Denied" based on your own setup. You can also retroactively mark existing leads as Consent Granted via Advanced settings in your Google Ads or Analytics integrations.

Question 59

Can I use a server-side GTM container (sGTM) with Octanist?

Accepted Answer

Yes. Octanist supports outgoing data to a server-side GTM (sGTM) container. This integration allows you to route qualified lead data through your sGTM setup and onward to any platform connected in your server container (e.g., Piwik Pro, custom endpoints).

Note: this requires the Serious Business plan. Setup steps: (1) Go to Integrations > Outgoing > GTM Server Container and download the Octanist sGTM client template. (2) In your server container, import the template under Client Templates. (3) Create a new client using the template without modifications. Octanist will then send qualified leads to the /octanist path in your container.

Question 60

How does the Zapier integration work with Octanist?

Accepted Answer

Octanist integrates with Zapier in three directions:

(1) Incoming: send leads into Octanist from any Zapier trigger (e.g., a CRM event, email, form on an unsupported platform). Select "Create Lead" as the Octanist action and map your data fields.

(2) Updating: automatically qualify leads or mark them as Won/Lost using Zapier automation rules, without touching the dashboard manually.

(3) Outgoing: when a lead reaches a "Won" status in Octanist, trigger follow-up actions in Zapier, such as sending a notification or updating another tool.

Connect via Integrations > Integrations > Zapier in your Octanist dashboard. You will need your API key from Settings > General > API Keys.

Question 61

How do I use the Octanist API to create or update leads directly?

Accepted Answer

The Octanist REST API base URL is https://octanist.com/api. All requests require an X-API-KEY header, find your key under Settings > General > API Keys.

To CREATE a lead: POST to /api/leads. At minimum, include one of: name, email, phone, or a custom field. You can also pass tracking IDs (gclid, fbp, msclkid), UTM parameters (utm_source, utm_medium, utm_campaign), and consent flags (ad_storage, ad_user_data).

To UPDATE a lead (e.g., qualify or mark as Won): PATCH to /api/leads. Include at least one identifier (id, email, or phone) and set the status field to "qualified", "won", or "lost". Optionally include a value (numeric) or lossReason.

See https://octanist.com/docs/api-reference/introduction for the full endpoint reference.

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