Lead source tracking and reporting

Purpose

1.1. Automate identification, collection, and attribution of lead sources from inbound channels, forms, calls, emails, ads, and referrals.
1.2. Provide accurate, real-time tracking for marketing ROI, campaign effectiveness, and sales pipeline analysis.
1.3. Centralize reports to visualize which sources, keywords, and campaigns generate the most qualified inquiries for commercial photographer advertising services.
1.4. Enable granular filtering by date, geography, channel, campaign, and contact type for data-driven acquisition strategies.
1.5. Streamline sharing of source-attributed leads to key stakeholders or external CRMs to accelerate follow-up.

Trigger Conditions

2.1. New lead submission on website contact form.
2.2. Inbound email containing inquiry intent in subject or body.
2.3. Phone call logged or completed through VoIP or call-tracking tool.
2.4. Click or conversion event from paid ad campaigns.
2.5. Manual lead entry/update in CRM or lead intake app.
2.6. Social media direct message or comment with contact details.

Platform Variants

3.1. HubSpot
• Feature/Setting: Use "Create Contact" API; Map source fields, utm parameters, and social handle attributes.

3.2. Salesforce
• Feature/Setting: "Lead Source" field in Lead Object; Use REST API Upsert with source attribution.

3.3. Zoho CRM
• Feature/Setting: API for "Leads" module, set "Lead Source" and custom campaign ID fields on creation.

3.4. Google Analytics 4
• Feature/Setting: Measurement Protocol API event with utm_source, utm_medium, and gclid for lead event.

3.5. Facebook Ads
• Feature/Setting: "Leads Access" API, extract ad/creative/campaign metadata and map to lead profile.

3.6. Google Ads
• Feature/Setting: "Google Ads API", log conversion with associated click ID, query campaign reports.

3.7. Typeform
• Feature/Setting: Webhook push on submission; include hidden URL params and referrer as metadata.

3.8. Gravity Forms
• Feature/Setting: Webhook Add-on, map referral/campaign source; auto-route to CRM or spreadsheet.

3.9. Calendly
• Feature/Setting: "Invitee Created" webhook; capture booking source, embed campaign URL in metadata.

3.10. Intercom
• Feature/Setting: Conversation webhook trigger; extract referrer, user agent, first touch campaign.

3.11. Drift
• Feature/Setting: "New Conversation" webhook; parse chat origination path and ad UTM.

3.12. Twilio
• Feature/Setting: SMS/MMS webhook; log sender number, inbound channel (SMS, voice), map to source.

3.13. RingCentral
• Feature/Setting: "Call Log" event via API; retrieve and tag call sources (ad, organic, direct dial).

3.14. Slack
• Feature/Setting: Incoming message hooks; parse channel, sender, timestamps, and campaign links.

3.15. Mailchimp
• Feature/Setting: "Add Subscriber" trigger; write last campaign ID, signup form location as custom field.

3.16. Pipedrive
• Feature/Setting: Deals API; create/update deal with source/funnel stage tags on new submission.

3.17. Airtable
• Feature/Setting: REST API; log records with source columns, embed UTM parameters from forms.

3.18. Monday.com
• Feature/Setting: Items API; create/update item with request source type and marketing channel.

3.19. Microsoft Dynamics 365
• Feature/Setting: "Lead" entity API; detail how prospect found business using source code field.

3.20. LinkedIn Lead Gen Forms
• Feature/Setting: Lead Gen API; extract platform and campaign identifiers, push to reporting sheet.

3.21. Zapier
• Feature/Setting: Webhook/Parser; auto-forward source-attributed leads from multiple sources.

3.22. Google Sheets
• Feature/Setting: Sheets API; append row for each lead, columns for date, channel, campaign, and link.

3.23. Notion
• Feature/Setting: Database API; create entry with custom source, event, and campaign fields.

3.24. ActiveCampaign
• Feature/Setting: Contact automation; trigger on new signup, tag source and pathway, sync to CRM.

Benefits

4.1. Reduces manual errors by standardizing source capture across inbound channels.
4.2. Real-time, granular attribution for leads optimizes marketing and budget allocation.
4.3. Accelerates response times, improving conversion rates and client acquisition velocity.
4.4. Enables advanced analytics for channel and message testing in advertising photography.
4.5. Supports reporting for stakeholders, with audit trails for all leads and their origination sources.