Capterra Documentation

The Capterra integration with EverythingData empowers businesses to connect their advertising and lead data from Capterra directly to Looker Studio. By integrating Capterra with EverythingData, you can visualize campaign performance, monitor lead generation, and optimize your marketing strategy through detailed, real-time reporting.

Key Features

• Campaign Performance Analysis: Track impressions, clicks, cost-per-click (CPC), and other campaign metrics.
• Lead Insights: Analyze lead quality and conversion data to assess campaign effectiveness.
• Cross-Platform Reporting: Combine Capterra data with other platforms for a unified view of your marketing performance.
• Custom Metrics and Dimensions: Tailor reports to meet your specific business needs.
• Real-Time Updates: Keep your analytics fresh with up-to-date Capterra data.

Steps to Connect Capterra with EverythingData

Step 1: Log in to EverythingData

1. Visit EverythingData’s website and log in to your account.
2. If you’re new to EverythingData, create an account and complete the onboarding process.

Step 2: Navigate to the Connections Section

1. Access the Connections tab on the EverythingData dashboard.
2. Click Add Data Source to open the list of supported platforms.

Step 3: Select Capterra as the Data Source

1. From the list, choose Capterra.
2. A prompt will appear asking for your Capterra account credentials.

Step 4: Authenticate with Capterra

1. Log in to your Capterra account using your credentials.
2. Grant EverythingData the necessary permissions to access your campaign and lead data.
3. Confirm the connection, and Capterra will be added to your data sources in EverythingData.

Step 5: Configure Your Data

1. Once connected, select the data fields you want to import, such as:
   • Campaign Performance (Clicks, Impressions, CPC, Spend)
   • Lead Data (Name, Email, Source, Status)
   • Conversion Metrics (Leads, Conversions, ROI)
2. Apply filters to customize your data import based on specific campaigns or timeframes.

Step 6: Add Capterra Data to Looker Studio

1. Open Looker Studio and log in.
2. Create a New Report or open an existing one.
3. Click Add Data, then search for and select the EverythingData Connector.
4. Choose your Capterra data source and configure the fields you’d like to include in your report.

Step 7: Design and Share Your Report

1. Use Looker Studio’s tools to design a visually appealing report.
2. Add charts, tables, and filters to analyze your Capterra data effectively.
3. Save your report and share it with team members or stakeholders as needed.

Supported Metrics and Dimensions

Metrics

• Impressions
• Clicks
• Cost-Per-Click (CPC)
• Total Spend
• Leads Generated
• Conversions
• Return on Investment (ROI)

Dimensions

• Campaign Name
• Ad Group Name
• Lead Source
• Conversion Status
• Time Period (Day, Week, Month)

Frequently Asked Questions

Q: Can I track multiple Capterra accounts?

A: Yes, you can connect multiple Capterra accounts to EverythingData. Each account will appear as a separate data source in the Connections tab.

Q: How often is Capterra data updated?

A: Data refreshes are determined by your EverythingData subscription plan. Real-time updates are available on premium plans.

Q: Are all Capterra campaigns supported?

A: Yes, EverythingData supports all Capterra campaigns, including those targeting specific industries and regions.

Troubleshooting

• Authentication Issues: Verify that your Capterra credentials are correct and that your account has the required permissions.
• Data Discrepancies: Ensure the selected timeframes and filters match your reporting criteria.
• Connection Errors: Check your internet connection and try re-authenticating your Capterra account.

Support

For any issues or questions, reach out to EverythingData support at support@everythingdata.io.