Tracking marketing campaign performance and lead source attribution

Purpose

1.1. Track marketing campaign KPIs (e.g., clicks, impressions, conversions) across all channels.
1.2. Attribute leads to specific campaigns, ads, and keywords for ROI analysis.
1.3. Provide real-time dashboards and automated reporting for sales and marketing teams.
1.4. Enable optimization of ad spend and channel mix with granular attribution data.
1.5. Synchronize attributed lead data into CRM and sales tools for actionable follow-up.

Trigger Conditions

2.1. New lead form submission on website, landing pages, or e-commerce portal.
2.2. Click or impression events tracked via campaign URLs (UTM parameters).
2.3. Daily/weekly API updates from advertising platforms.
2.4. Status change of lead records in CRM (e.g., lead converted).
2.5. Receipt of marketing performance reports via email or integrated reporting APIs.

Platform Variants

3.1. Google Analytics
• Feature/Setting: Measurement Protocol API — extract session, channel, and UTM data.
• Sample Configuration: Configure webhook to fetch and route campaign performance into CRM.

3.2. Salesforce
• Feature/Setting: REST API — map campaign and lead source fields; automate lead record updates.
• Sample Configuration: Set POST /services/data/vXX.X/sobjects/Lead with lead attribution info.

3.3. HubSpot
• Feature/Setting: Forms API/Webhooks — capture source data on contact creation.
• Sample Configuration: POST to /contacts/v1/contact; map UTM strings.

3.4. Facebook Ads
• Feature/Setting: Marketing API — pull campaign and ad performance data.
• Sample Configuration: GET /act_/insights for campaign stats.

3.5. Google Ads
• Feature/Setting: Reporting API — extract conversion and click data.
• Sample Configuration: Query SearchStreamService for campaign-level performance.

3.6. Microsoft Advertising
• Feature/Setting: Reporting API — retrieve ad click, conversion, and cost info.
• Sample Configuration: DownloadCampaignPerformanceReport using SOAP.

3.7. LinkedIn Ads
• Feature/Setting: Marketing Analytics API — access campaign and lead data.
• Sample Configuration: GET /adAnalyticsV2 for campaign ID.

3.8. Zoho CRM
• Feature/Setting: API/Webhooks — assign lead source fields automatically.
• Sample Configuration: InsertRecords API call with mapped attribution.

3.9. Marketo
• Feature/Setting: REST API — sync lead source from form fills and web campaigns.
• Sample Configuration: POST /rest/v1/leads.json with attribution info.

3.10. Mailchimp
• Feature/Setting: Webhooks/Reports API — trigger on campaign open/click.
• Sample Configuration: POST webhook to update CRM with engagement source.

3.11. ActiveCampaign
• Feature/Setting: Site Tracking API — collect engagement and match to campaigns.
• Sample Configuration: Trigger automation using POST /api/3/contactTags.

3.12. Shopify
• Feature/Setting: Webhook for Order Creation — capture referrer and campaign at order.
• Sample Configuration: Listen to orders/create event and parse checkout_attributes.

3.13. Magento
• Feature/Setting: Event observer or REST API — extract campaign code from orders.
• Sample Configuration: Filter salesOrder API response for UTM params.

3.14. Pipedrive
• Feature/Setting: Webhooks — associate source/campaign with new deals.
• Sample Configuration: POST new deal and include custom attribution fields.

3.15. Segment
• Feature/Setting: Track API — send attribution data to analytics warehouse.
• Sample Configuration: track("Lead Created", {campaign_source: "Google Ads"}).

3.16. Intercom
• Feature/Setting: Lead capture API — map campaign parameters to conversation.
• Sample Configuration: POST /contacts with custom_attributes for source.

3.17. Hotjar
• Feature/Setting: API polling for session recordings, triggered by campaign visit.
• Sample Configuration: Pull session data tagged with UTM.

3.18. CallRail
• Feature/Setting: Webhooks/API — log source of inbound calls using DNI.
• Sample Configuration: POST call attribution detail to lead tracking endpoint.

3.19. Unbounce
• Feature/Setting: Webhook for Form Submissions — attach campaign params on conversion.
• Sample Configuration: Route webhook payload to CRM with source field.

3.20. Google Data Studio
• Feature/Setting: Connected API sources for multi-channel reporting.
• Sample Configuration: Auto-refresh marketing dashboards with real-time APIs.

3.21. Slack
• Feature/Setting: Incoming Webhooks — real-time notifications of leads by source.
• Sample Configuration: POST notification with source data to Sales channel.

3.22. Monday.com
• Feature/Setting: API — update boards with new leads and attribution columns.
• Sample Configuration: Create item in “Campaign Leads” with mapped fields.

3.23. Airtable
• Feature/Setting: REST API — populate attribution tables automatically.
• Sample Configuration: PATCH records with UTM and source properties.

3.24. Zapier
• Feature/Setting: Webhooks/Automation — orchestrate source sync between systems.
• Sample Configuration: Trigger on new lead/event; push attribution across apps.

Benefits

4.1. Eliminates manual compilation of marketing and lead data across multiple platforms.
4.2. Reduces human error in campaign attribution and ROI calculation.
4.3. Enables rapid optimization of campaigns with instant access to full-funnel analytics.
4.4. Provides unified performance reporting for stakeholders and leadership.
4.5. Drives targeted follow-ups by sales with context-aware lead source data.
4.6. Maximizes marketing spend efficiency by linking spend to outcome for each channel.
4.7. Ensures traceability and compliance for marketing data flows.