This SOP describes how to retrieve publisher integration details (API URL / Live URL and Secret Key) from the CRM portal and record them in the shared master Google Sheet, so that all publisher integration credentials are captured consistently and kept up to date.
Log in to the CRM portal using your registered credentials.
[Screenshot placeholder: CRM login screen]
Navigate to Settings from the menu on the left and go to Extensions.
[Screenshot placeholder: Settings page with Extensions option highlighted]
Select the relevant publisher from the available tabs.
[Screenshot placeholder: Publisher selection tabs]
Click on Manage to view the configuration details.
[Screenshot placeholder: Manage button on the selected publisher]
Copy the required details under the API Details tab, such as:
Note: Copy each value exactly as shown — do not add spaces or trailing characters. Treat the Secret Key as confidential.
[Screenshot placeholder: API Details tab showing API URL and Secret Key]
Update the shared master sheet with the relevant details — Publisher name, API URL / Live URL, Secret Key, and any other required fields.
Maintain separate sheets (tabs) for each publisher wherever applicable, so that each publisher's integration details are easy to locate and update independently.
The Publisher Integration screen also includes additional tabs alongside Webhook Integration and Field Mapping: Lead Flow, Campaign Duration, and Lead Parameters. These are optional and available for every publisher — use them if a campaign needs configuration beyond the default webhook setup and field mapping.
[Screenshot placeholder: Google Lead Ads Integration screen — API Details, Lead Flow, Campaign Duration, and Lead Parameters tabs]
| Tab | Purpose |
|---|---|
| Lead Flow | Set up a Static or Dynamic lead flow algorithm to control the quality and quantity of leads provided by the publisher. |
| Campaign Duration | Set the time duration between which you want to accept leads. |
| Lead Parameters | Mandatory for the Publisher/Digital Agency to share values for the required fields. If these values are not shared correctly, the lead will not be registered. Mobile Number and Email are mandatory to register a Lead. |
Q: Why isn't the Manage option visible?
A: Confirm that the publisher integration/module is active, and that your CRM role has the required permissions to access it.
Q: The API URL or Secret Key is missing — what should I do?
A: Contact your CRM admin to confirm that the publisher integration has been fully configured.
Q: I'm not sure which sheet or tab to update — how do I find out?
A: Check the master sheet's index tab, or confirm with the Meritto team before creating a new tab.