Lead Generation & Customer Relationship ManagementPurpose
1.2. Automates capturing UTM parameters, source medium, campaign, and content data across forms, phone calls, and live chats.
1.3. Enables automated syncing of source information into CRM or lead databases for ongoing analytics, sales optimization, and ROI calculation.
1.4. Automator tracks performance, automates alerting stakeholders, and enables automated retargeting or personalized follow-ups based on source channel.
Trigger Conditions
2.2. Inbound phone call received to tracked business numbers.
2.3. Chatbot or live chat interaction initiated with visitor.
2.4. Email inquiry received via specified marketing campaigns.
2.5. Lead recorded in CRM by sales team or integrated channel.
2.6. Automated parsing of new entries in lead spreadsheets or contact databases.
Platform Variants
• Feature/Setting: “Create Contact” API with "UTM Parameters" fields; configure webhook from website form to automatedly map source data into HubSpot.
3.2. Salesforce
• Feature/Setting: “Web-to-Lead” and “Lead Source” field; automate mapping through Process Builder or Flow automation.
3.3. Google Analytics
• Feature/Setting: “Measurement Protocol” API; configure to automatically push lead attribution events when forms are submitted.
3.4. Zapier
• Feature/Setting: “Webhook” trigger and “Formatter” actions; automate extraction and transformation of source tracking info.
3.5. Twilio
• Feature/Setting: “Call Tracking” API; automate capturing caller data, associating with source, and posting to CRM.
3.6. Typeform
• Feature/Setting: “Hidden Fields” and “Webhooks”; automate passing UTM/source info into submissions.
3.7. Facebook Ads (Meta)
• Feature/Setting: “Leads Webhook” and “Graph API”; automate mapping ad campaign, ad set, and creative IDs upon form lead.
3.8. Google Ads
• Feature/Setting: “Lead Form Extensions” API and “Offline Conversions”; automate syncing lead source from ad click to CRM.
3.9. Gravity Forms (WordPress)
• Feature/Setting: “Zapier Add-on” or “Webhooks Add-on”; automate mapping and delivery of attribution data.
3.10. ActiveCampaign
• Feature/Setting: “Site Tracking” and “Deep Data” API; automate storing lead source with contact record.
3.11. CallRail
• Feature/Setting: “Call Tracking” and “Webhook” integration; automate feeding call source attribution to dashboards/CRMs.
3.12. Unbounce
• Feature/Setting: Webhooks and UTM parameter parsing; automate sending lead and source to third-party destinations.
3.13. Segment
• Feature/Setting: “Track” API; automate sending source and medium data on each user event.
3.14. Pipedrive
• Feature/Setting: “Lead Source” custom field and API; automate updating source for every new deal.
3.15. Mailchimp
• Feature/Setting: “Tags” API and “Webhook” triggers; automate tagging new list entries by original source.
3.16. Intercom
• Feature/Setting: “Lead Creation” API with UTM fields; automate storing and displaying attribution for incoming chats.
3.17. Slack
• Feature/Setting: “Incoming Webhooks”; automate notification of new attributed leads to sales channels.
3.18. Klaviyo
• Feature/Setting: “Profile API” with custom properties; automate enrichment of contacts with original source data.
3.19. Monday.com
• Feature/Setting: “Item Creation” and custom column mapping via API; automate appending source info for intake boards.
3.20. JotForm
• Feature/Setting: “Webhook” integration; automate passing UTM parameters and source to CRM at submission.
Benefits
4.2. Reduces manual entry and errors, automating end-to-end tracking.
4.3. Automates real-time alerting of new, high-value, or source-specific leads.
4.4. Enables automatable retargeting and personalized automations for lead nurture based on incoming source.
4.5. Automated data harvest ensures all touchpoints and campaigns are attributed, not missed.