Reporting & AnalyticsPurpose
1.2 Capture in-depth analytics by parsing referral URLs, UTM parameters, custom codes, or form-based inputs.
1.3 Feed verified referral data into reporting dashboards, send tailored notifications to stakeholders, initiate reward protocols, and close the feedback loop with marketing optimizations.
1.4 Ensure every client entry or lead submission is tagged and logged according to origin, channel, campaign, and medium for later reporting and cross-channel comparison.
Trigger Conditions
2.2 Incoming email with embedded referral code or tracking link.
2.3 CRM entry creation or update with referral source field detected.
2.4 API call from ad or affiliate platform logging a lead conversion.
2.5 Social media DM or comment containing predefined referral keywords.
2.6 Webhook event: lead submitted via paid ad or third-party campaign manager.
2.7 Scheduled crawler parsing analytics data for fresh referral attributions.
Platform Variants
3.1 Google Analytics
• Feature/Setting: Measurement Protocol API – configure event hits capturing source/medium, campaign, and content with each inquiry.
• Example: POST custom event with referral metadata on new lead submission.
3.2 HubSpot
• Feature/Setting: CRM API – configure contact creation to attach “Original Source” and “Latest Source” fields.
• Example: Patch CRM entry with referral UTM codes via workflow.
3.3 Salesforce
• Feature/Setting: REST API – configure Lead object triggers to append “Referral Source” custom field.
• Example: Use Process Builder webhook invoking API for new leads with source data.
3.4 Mailchimp
• Feature/Setting: Webhook and Campaign Analytics – assign new list signups to “Referral Source” tag via custom signup forms.
• Example: Map referral code to merge field upon subscription event.
3.5 Typeform
• Feature/Setting: Webhooks – configure form logic to pass UTM or referral parameters into submissions.
• Example: JSON webhook push of “referral_source” to backend each time form is submitted.
3.6 Facebook Ads
• Feature/Setting: Conversion API – log conversion events with referring campaign, ad set, or creative details.
• Example: Send POST call with all referral click context for downstream processing.
3.7 Zapier
• Feature/Setting: Multi-step Zaps – route referral data between apps; log each event in master tracking sheet.
• Example: Parse incoming webhook data, write “Source” column in Google Sheets.
3.8 Slack
• Feature/Setting: Incoming Webhooks – push notifications tagging source on new inquiry event.
• Example: Configure automation to post “New referral lead from Instagram” alert.
3.9 Google Sheets
• Feature/Setting: Apps Script API – auto-append referral metadata via webhook.
• Example: Create row on “Leads” sheet with columns for UTM tracking values.
3.10 Zendesk
• Feature/Setting: Triggers & Webhooks – assign referral field for each new ticket from marketing site.
• Example: Auto-update ticket with “Referral Channel” tag based on submission info.
3.11 ActiveCampaign
• Feature/Setting: Contact Custom Fields API – configure automation adding source info on contact creation.
• Example: Set “Lead Source” field when new email arrives with referral info.
3.12 Pipedrive
• Feature/Setting: Deals API – populate “Source” custom field for each new deal.
• Example: Inject referral value via API during deal creation.
3.13 Trello
• Feature/Setting: Card Custom Fields Power-Up – set custom field on each lead card for referral channel.
• Example: Use webhook to populate card with UTM content.
3.14 Airtable
• Feature/Setting: Forms and Automations – pass referral values to record fields during client intake.
• Example: Set up view to filter leads by source and growth campaign.
3.15 Instagram
• Feature/Setting: Graph API – track direct message leads with campaign hashtag/code analytics.
• Example: Retrieve DMs, extract source tag, post to CRM.
3.16 Calendly
• Feature/Setting: Webhooks and Custom Questions – collect referral source during booking form completion.
• Example: Sync custom field to lead tracking database on event creation.
3.17 Microsoft Dynamics
• Feature/Setting: Lead Entity API – create or update lead with “Referral Source” attribute.
• Example: Automatically log UTM parameters via integration workflow.
3.18 Intercom
• Feature/Setting: Custom Attributes API – attach referral info to user session or message thread.
• Example: Populate “source” on chat-driven conversions.
3.19 Stripe
• Feature/Setting: Metadata API – record referral code on charge or customer event.
• Example: Add/lookup metadata key “referral_source” for each transaction.
3.20 LinkedIn Lead Gen Forms
• Feature/Setting: Lead Retrieval API – extract and map campaign name or ID to tracking system.
• Example: Push new form lead with referral field into central reporting.
3.21 Monday.com
• Feature/Setting: Item Create Webhook – append referral source as new field when entries are made.
• Example: Auto-tag lead items with channel-identified field via webhook.
3.22 Notion
• Feature/Setting: Database API – write referral data to individual lead records.
• Example: When form is filled via web embed, pass UTM to Notion property.
3.23 Google Data Studio
• Feature/Setting: Data Blend – blend sources and visualize performance by referral channel.
• Example: Auto-push structured data for reporting widgets by UTM campaign.
Benefits
4.2 Empowers data-driven reallocation of marketing spend to most effective channels.
4.3 Automates tedious manual logging and eliminates source assignment errors.
4.4 Facilitates reward tracking for referral partners or campaigns.
4.5 Provides transparent, real-time analytics for sales and leadership teams.
4.6 Creates audit trail to optimize future advertising and referral strategies.