Track lead source attribution and report automatically

Purpose

 1.1. Automate tracking of every new lead’s source for training boot camp providers.
 1.2. Standardize source attribution to campaigns (Google Ads, Meta, organic, referrals, email, etc.) upon first touchpoint.
 1.3. Automate collating lead sources with CRM entries on intake.
 1.4. Schedule automated reports summarizing lead channels and conversions.
 1.5. Automate dashboards for marketing to analyze lead quality and optimize spend.
 1.6. Audit source performance trends with scheduled automations.
 1.7. Enforce automated funnel visibility end-to-end from first click to onboarding.

Trigger Conditions

 2.1. New lead form submitted (website, third-party landing page, social ad).
 2.2. Manual lead entry by staff.
 2.3. API event from ad network, email campaign, or SMS.
 2.4. CRM or marketing funnel update.
 2.5. Automated UTM code captured or pixel event fired.
 2.6. Scheduled reporting window (daily, weekly, monthly automation).

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Flow Builder—automate field mapping and lead source assignment on new Lead record; use Reports API for scheduled export.
 3.2. HubSpot
  • Feature/Setting: Workflows—automate attribution property based on UTM parameters; Reporting API automates dashboard delivery.
 3.3. Zapier
  • Feature/Setting: Webhooks—automate capture of lead data from 2000+ apps, automating posting into Sheets/CRM; Schedule triggers automate reporting.
 3.4. Google Sheets
  • Feature/Setting: Apps Script—automate updates from webhooks; automate scheduled summary report via automation.
 3.5. Microsoft Power Automate
  • Feature/Setting: Triggers for new form entries; automate data enrichment and reporting automation.
 3.6. Pipedrive
  • Feature/Setting: Workflow Automation—automate label assignment based on source and automate push to reporting.
 3.7. Mailchimp
  • Feature/Setting: API/Webhooks—automate capture of signup source and automate regular reports.
 3.8. Facebook Lead Ads
  • Feature/Setting: Webhooks API—automate new lead notifications; automate posting to CRM.
 3.9. Marketo
  • Feature/Setting: Smart Campaigns—automate flow step for source attribution and schedule automated reports.
 3.10. ActiveCampaign
  • Feature/Setting: Automation builder—automate tagging contacts by source and automate reporting emails.
 3.11. Intercom
  • Feature/Setting: Custom Bots—automate source identification; automate integration with reporting pipelines.
 3.12. Segment
  • Feature/Setting: Sources and Destinations API—automates funneling lead attribution data to multiple endpoints.
 3.13. Google Analytics
  • Feature/Setting: Measurement Protocol—automate pushing event and UTM data; automate report extraction.
 3.14. Slack
  • Feature/Setting: Incoming Webhooks—automate instant alerts on new attributions; report automation with scheduled messaging.
 3.15. Airtable
  • Feature/Setting: Automations—automate lead source logging and automate scheduled report generation.
 3.16. Monday.com
  • Feature/Setting: Automations—automate board update based on lead origination and reporting.
 3.17. Typeform
  • Feature/Setting: Webhooks—automate form submission capture with attribution fields to CRM or email.
 3.18. Amplitude
  • Feature/Setting: User Properties API—automate logging acquisition source; automate cohort reporting.
 3.19. Calendly
  • Feature/Setting: Workflows—automate mapping meeting bookings to acquisition source and sync to CRM.
 3.20. Notion
  • Feature/Setting: API—automate data entry and automate scheduled data summary extraction for reports.
 3.21. Trello
  • Feature/Setting: Power-Ups—automate card creation from new leads; automate conversion tracking.
 3.22. Asana
  • Feature/Setting: Rules—automate project update when new lead with attribution is added; schedule task for reporting.
 3.23. Google Data Studio
  • Feature/Setting: Connectors—automate ingestion of attribution sources; automate dashboard refresh.
 3.24. SendGrid
  • Feature/Setting: Event Webhook—automate capturing email source engagement for lead attribution.

Benefits

 4.1. Automates lead source reporting for improved campaign optimization.
 4.2. Centralizes attribution and automates visibility for non-technical staff.
 4.3. Reduces manual errors or missed sources via strict automation.
 4.4. Empowers automated multi-channel ROI evaluation.
 4.5. Speeds up feedback loops for marketing spend with automated analytics.
 4.6. Increases pipeline transparency via automation for onboarding.
 4.7. Automates reporting so boot camp teams focus on conversions, not data entry.