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How VineLeads connects ad data to reporting workflows.

VineLeads organizes authorized advertising, lead, CRM, and database data into analytics tables that can be reviewed by acquisition, sales, and operations teams.

Workflow

Connection flow

The product workflow is structured so account access, reporting fields, and export destinations are configured before analytics are delivered.

01

Authorize

The advertiser grants access through the advertising platform's approved authorization flow.

02

Normalize

Campaign, creative, lead, diagnostic, cost, and conversion fields are mapped into consistent reporting names.

03

Analyze

VineLeads compares cost, lead quality, qualification, follow-up, and conversion movement by platform and source.

04

Export

Clean datasets can be delivered to CRM, Airtable, Postgres, BigQuery, Snowflake, Sheets, or dashboards.

Scope Mapping

Why platform permissions are requested

Every platform permission should support a visible product function for the authorized business user.

Reporting Used to retrieve campaign, ad group, creative, cost, delivery, conversion, and performance data for analytics dashboards.
Lead management Used to retrieve authorized lead events and connect them to CRM, source-quality, and follow-up reporting.
Ad account management Used to identify authorized advertiser accounts, account status, business center context, and account-level reporting settings.
Ads and creative management Used for campaign review, launch workflow support, creative metadata, delivery diagnostics, and account-approved changes requested by the advertiser.
Ad diagnosis and comments Used to surface delivery issues, policy or performance diagnostics, and comment context that affects campaign review workflows.
Payment portfolio Used for account spend reconciliation and billing-status context inside customer reporting, not for payment collection.