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Tracking lead sources for marketing ROI analysis

Purpose

1.1 Capture every customer inquiry’s original source to optimize ad spending and campaign targeting.
1.2 Centralize multichannel lead source data (social, web, email, phone, ads) for actionable ROI analysis.
1.3 Automate lead attribution to reduce manual tracking errors and missed opportunities.
1.4 Enable ongoing marketing strategy refinement for antique furniture restoration by monitoring true channel performance.

Trigger Conditions

2.1 New web form submission from website or landing page.
2.2 Inbound email inquiry related to antique furniture services.
2.3 Direct message received via social media on business accounts.
2.4 Incoming call logged in phone system or tracking number.
2.5 Paid ad click or conversion event registered via UTM parameters.
2.6 CRM lead creation event.

Platform Variants

3.1 Shopify
• Feature: Webhooks for new customer/order with UTM parameters.
• Sample: Configure 'Order Create' webhook to trigger flow, extract `cart_attributes.utm_source`.
3.2 Squarespace
• Feature: Form submission endpoint integration.
• Sample: Use ‘Form Data POST’ with custom fields for referrer and source capture.
3.3 WordPress (Gravity Forms)
• Feature: Webhook add-on for new entry + hidden fields for sources.
• Sample: Configure Webhook feed; pass `$_SERVER['HTTP_REFERER']` and UTM fields.
3.4 HubSpot
• Feature: Workflow Automation – Lead Source assignment API.
• Sample: Use `engagements/v1/email/public` and custom property ‘original source’.
3.5 Salesforce
• Feature: REST API - Lead creation event with source field mapping.
• Sample: Map `LeadSource` field from web-to-lead trigger.
3.6 Zoho CRM
• Feature: Workflow Rule for new lead, populate ‘Lead Source’.
• Sample: Use `Leads` API insert with `Lead Source` custom field.
3.7 Google Analytics
• Feature: Event Tracking with Measurement Protocol.
• Sample: Use hit sent to endpoint `/collect?v=1&tid=UA-XXXXX-Y&dp=%2Fleadsource`.
3.8 Facebook Lead Ads
• Feature: Webhook subscription for new lead.
• Sample: Pull `ad_id`, `campaign_name` from webhook event.
3.9 Google Ads
• Feature: Conversion Import via API.
• Sample: Import offline conversions with GCLID and lead source.
3.10 LinkedIn Lead Gen Forms
• Feature: Webhook for form submissions.
• Sample: Fetch form fields including `Lead_Source` in webhook event.
3.11 Mailchimp
• Feature: Signup form trigger and API for subscribe events.
• Sample: Set up Automation trigger for ‘Sign-up’ and pass `SOURCE` merge field.
3.12 ActiveCampaign
• Feature: Webhook for contact added event.
• Sample: Capture `utm_source` custom field on workflow trigger.
3.13 Twilio
• Feature: Incoming SMS/Call webhooks with caller metadata.
• Sample: Configure webhook for incoming number and campaign code capture.
3.14 CallRail
• Feature: Call tracking webhook for source/campaign.
• Sample: Send POST with `tracking_source` and call details on each call.
3.15 Intercom
• Feature: Lead creation webhook with source attribution fields.
• Sample: Use ‘Lead Created’ webhook, extract `utm_source` from attribute.
3.16 Drift
• Feature: Conversation webhook for new lead.
• Sample: Parse embedded UTM params or initial referrer from conversation event.
3.17 Pipedrive
• Feature: Deal/Person creation webhook with custom source.
• Sample: Webhook on `person.created` and pass ‘lead_source_id’.
3.18 ClickFunnels
• Feature: Webhook integration with hidden source fields.
• Sample: Configure page form to post with `utm_source` to integration endpoint.
3.19 Typeform
• Feature: Response webhook including hidden variables.
• Sample: Use webhook to collect and pass hidden `lead_source` answers.
3.20 Notion
• Feature: New database item trigger via API for leads table.
• Sample: On new entry, parse and fill “Source” property from incoming payload.

Benefits

4.1 Eliminates manual error-prone lead source tracking.
4.2 Enables granular, cross-channel marketing ROI measurement.
4.3 Reveals which ad and outreach channels drive high-quality restoration leads.
4.4 Accelerates the ability to adjust spending toward highest-performing sources in real time.
4.5 Boosts team understanding and accountability for marketing outcomes.

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