Action · Optimizer, Intent, and Attribution
Make the next move an informed one.
Turn the analysis into a decision. Optimizer proposes the change and waits for your approval. Intent reads the audiences behind the response. Attribution ties the result to closed revenue, not platform conversions.
What it is
The decision, the audience, the outcome.
Optimizer reads the account the way an analyst would and proposes a specific change: the target, the edit, the projected effect. You approve it or dismiss it. Nothing touches the account until you do, and when it does, the result writes back into History.
Intent is where audience decisions will live: who is responding, who is not, and what that says about targeting. Attribution connects the analysis to what closed in HubSpot or Salesforce, so the number you optimize toward is revenue, not a platform's idea of a conversion.
Inside Action
Optimizer, Intent, and Attribution.
Optimizer
private betaReview every account-changing action.
A recommendation with its target, the proposed change, and the expected effect. Approve it and it runs with the permissions you have granted; dismiss it and nothing moves.
Intent
roadmapA direction for audience decisions.
Audience targeting and response patterns, read against the same record as everything else. Coming after Optimizer.
Attribution
closed betaConnect the analysis to closed revenue.
HubSpot and Salesforce closed-won revenue alongside the ad spend that produced it, kept distinct from platform-reported conversions.
What it leans on
The supporting capabilities doing the heavy lifting behind Action.
Every action is proposed before it runs. Recommendation and execution are separate steps.
Each recommendation carries an estimate of impact so you can weigh it before you approve it.
Approved changes land in History like any other edit, with the outcome to read against.
Attribution measures against CRM closed revenue, the number the business actually reports.
Better-informed actions. Still your decision.
Questions
Action, in plain English.
- What can I use today?
- Optimizer is in private beta and Attribution for HubSpot and Salesforce is in closed beta. Intent is on the roadmap. Ask about access from the pricing page.
- Will it change my campaigns on its own?
- No. Every action that touches an ad account is proposed first and runs only after you approve it. Which actions are available depends on the platform and the permissions you have granted.
- What is Intent?
- The audience side of Action: targeting choices and response patterns, read against the same account record. It is on the roadmap and not available yet.
- Which CRMs does Attribution support?
- HubSpot and Salesforce, in closed beta.
- What can Optimizer change?
- Supported actions vary by platform and by the permissions on the connected account. The recommendation always shows exactly what will change before you approve it.
- Are platform conversions the same as CRM revenue?
- No. A platform conversion is whatever that platform counts, under its own attribution settings. Closed revenue is what your CRM says the deal was worth. Attribution keeps them side by side rather than pretending they are the same number.
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