Lead Management & Sales AutomationPurpose
1.2. Enable robust analysis of which channels, campaigns, or partners generate most qualified leads.
1.3. Provide real-time or periodic lead source reporting to sales teams and management for ongoing optimization.
1.4. Automatically update CRM and analytics dashboards to reflect current performance per lead source.
Trigger Conditions
2.2. Lead assigned or created in CRM or third-party platforms.
2.3. Marketing platform event fires for lead conversion.
2.4. External API or webhook receives new lead event from partner systems.
Platform Variants
• API: "Create Lead", "Update Lead", "Query Reports"
• Setup: Create or update lead with custom fields (e.g., source, campaign); schedule report export via API.
3.2. HubSpot
• API: "CRM Lead Create/Update", "List Leads by Source"
• Setup: Map UTM/source fields; configure webhook for lead event.
3.3. Zoho CRM
• API: "/leads", "/reports"
• Setup: Configure field mapping for source data; use schedule reports API.
3.4. Pipedrive
• API: "Leads API", "Deals API"
• Setup: Auto-populate source fields; trigger reporting webhook.
3.5. ActiveCampaign
• API: "Contact Add/Update", "Event Tracking"
• Setup: Auto-tag contacts with channel/campaign; log event for each new lead.
3.6. Mailchimp
• API: "Add List Member", "Tag Member"
• Setup: Append source as tag on new subscriber; export audience reports.
3.7. Google Sheets
• API: "Append Rows", "Read"
• Setup: Push new lead details with source and timestamp; auto-import data for reporting.
3.8. Facebook Lead Ads
• API: "Leads Retrieval"
• Setup: Auto-fetch and process leads with source metadata.
3.9. LinkedIn Lead Gen Forms
• API: "Retrieve Lead Forms Responses"
• Setup: Periodic pull with attribution information; sync to CRM.
3.10. Typeform
• API: "Webhook on Submit"
• Setup: Trigger on each submission, pass hidden fields for source/campaign.
3.11. Gravity Forms (WordPress)
• API: "Form Submission Webhook"
• Setup: Configure each form to send source details on submit.
3.12. Intercom
• API: "New Lead Event", "Contact Update"
• Setup: Track conversation starter (web, chat, email) and append to profile.
3.13. CallRail
• API: "New Call Webhook", "Source Tracking"
• Setup: Tag leads with call source, push to CRM on event.
3.14. Twilio
• API: "SMS Webhook"
• Setup: Route SMS inquiries, attach source tag (keyword/campaign), store in CRM.
3.15. SendGrid
• API: "Inbound Parse", "Event Webhook"
• Setup: Inbound leads by email tagging, forward with source code.
3.16. Google Analytics
• API: "Measurement Protocol"
• Setup: Capture campaign attribution for each visited form or event.
3.17. Microsoft Dynamics 365
• API: "Create/Update Lead", "FetchXML Reports"
• Setup: Insert/update lead with source field; automate scheduled export of attribution reports.
3.18. Copper CRM
• API: "Create Lead", "Custom Fields"
• Setup: Populate source field on record creation.
3.19. Monday.com
• API: "Item Create/Update", "Board Reporting"
• Setup: Log each new lead with source, trigger dashboard update.
3.20. Airtable
• API: "Create Record", "Update Record", "Views"
• Setup: Store lead info, record source channel, auto-generate reports via filtered views.
3.21. Marketo
• API: "Lead API", "Activity API"
• Setup: Auto-insert leads with detailed tracking fields, schedule extraction of report data.
3.22. Slack
• API: "Incoming Webhook", "Message Events"
• Setup: Send source-attribution notification to sales channel for each new lead.
3.23. Notion
• API: "Append Page", "Database Query"
• Setup: Log leads and source fields for regular team review.
Benefits
4.2. Enables agile marketing adjustments by showing which sources deliver qualified leads.
4.3. Supports automated ROI calculations per campaign or partner.
4.4. Improves sales response times by providing instant lead context.
4.5. Standardizes data flows for future analytics and automation layering.