Automated reporting of lead source performance

Purpose

1.1. Centralize, automate, and schedule the generation of lead source performance reports for rental agencies.
1.2. Deliver granular insights by aggregating data from multiple channels (web, phone, third-party listing, email).
1.3. Enable timely, data-driven marketing spend adjustments by providing ongoing visibility into lead acquisition ROI.
1.4. Reduce manual report creation effort and ensure consistent, error-free documentation delivered to management.
1.5. Facilitate automated sharing of reports with stakeholders via email, dashboards, or other preferred channels.

Trigger Conditions

2.1. Scheduled (e.g. daily, weekly, monthly) time-based triggers.
2.2. New lead data entry in CRM, property management, or marketing systems.
2.3. User-initiated request via dashboard, email command, or messaging platform.
2.4. API/webhook trigger from listing services or marketing tools (on lead event).
2.5. Threshold-based (e.g. report auto-sends if lead volume or conversion rate changes by X%).

Platform Variants

3.1. Salesforce
• Feature/Setting: Use SOQL queries in Reports API to extract lead source data, report scheduling.
3.2. HubSpot
• Feature/Setting: Workflow automation to trigger Reports API, configure Scheduled Exports.
3.3. Zoho CRM
• Feature/Setting: Use Analytics/Reports API endpoint with custom report definition.
3.4. Google Sheets
• Feature/Setting: Google Sheets API v4 for automated data writes; Google Apps Script for timed triggers.
3.5. Microsoft Power BI
• Feature/Setting: Datasets Refresh API to update data, then Scheduled Refresh for report email.
3.6. Tableau
• Feature/Setting: REST API to refresh reports and extract dashboards; Email Subscriptions for delivery.
3.7. Monday.com
• Feature/Setting: Webhooks or Monday API v2 to fetch pulse updates; board view export automations.
3.8. Airtable
• Feature/Setting: Airtable API to filter/summarize by lead source; Scheduled Automation for sending.
3.9. Google Analytics
• Feature/Setting: Reporting API to pull source/medium KPIs, auto-email via Apps Script.
3.10. Facebook Ads
• Feature/Setting: Insights API for campaign/lead form attribution report; automate data pulls.
3.11. Mailchimp
• Feature/Setting: Reports API for channel attribution, export to summary document via Campaign API.
3.12. Slack
• Feature/Setting: Incoming Webhook for real-time summary or scheduled report post in channel.
3.13. Twilio
• Feature/Setting: SMS programmable messaging API for lead notification; status/callbacks for attribution.
3.14. SendGrid
• Feature/Setting: Automated Mail Send functionality, Dynamic Template for periodic reports.
3.15. Zapier
• Feature/Setting: Multi-app Zaps to aggregate lead data, use Formatter action, then auto-report via email/webhook.
3.16. Intercom
• Feature/Setting: Conversations API to extract lead source tags, webhook to trigger report run.
3.17. Pipedrive
• Feature/Setting: Reports endpoint or data export, scheduled triggers via API.
3.18. Asana
• Feature/Setting: Reports via Search API for task attribution, export CSV via recurring task automation.
3.19. Jotform
• Feature/Setting: Report Builder API for form source breakdown, schedule report email delivery.
3.20. Google Data Studio (Looker Studio)
• Feature/Setting: Data source connectors, scheduled email delivery for dashboards with lead sources.

Benefits

4.1. Delivers actionable, up-to-date visibility into marketing channel effectiveness.
4.2. Eliminates repetitive manual reporting; ensures accuracy and speed.
4.3. Enables confident allocation of ad spend to top-performing sources.
4.4. Fosters transparency and accountability across marketing and sales.
4.5. Supports stakeholder decision-making with automated, tailored distribution of insights.