3. Configure a Patient Prism Trigger to push specific calls as conversions to the Custom Actions

This part is entirely customizable. You will be setting conditions that dictate when we report a conversion to Google Ads. 

Video Guide

Step-By-Step Guide

1. In Patient Prism, navigate to Manage > Triggers:
   https://next-web.patientprism.com/manage/triggers
    
2. Press the +Create button on the top right
    
3. Ensure that the correct company is selected, and then name your Trigger.
    
4. Click Call Analysis Updated event.
    
5. Set the condition to the type of calls you want to push to Google Ads.
   For example, anytime Patient Prism analyzes the call as being a New Opportunity.
    
6. If you would like to report all New Opportunity calls:
   Classification - Has Any - New Opportunity
   ** If you are working on multiple locations and want this trigger to be for just 1 location conversation, you will have to add a condition that says Location Equals X (x = the desired location the integration is for)
    
7. In the Actions section, select Report Conversion To Google Ads.
    
8. Select your connected Google Ads account in the Integrations dropdown.
    
9. For the Web Conversion Action, select the Clicks conversion you made in the last step to match this trigger.
    
10. For the Mobile Conversion Action, select the Calls conversion you made in the last step to match this trigger.
     
11. You can choose to set a Conversion Value if you would like Patient Prism to push the value to override the Google value, or you can leave it blank to defer to the Google Ads value.
     
12. Click Save on the top right of the page.
     

Your Trigger should look like this: