Reporting & AnalyticsPurpose
1.2. Identify which channels (e.g. ads, social media, referrals, web forms) drive the most conversions.
1.3. Attribute enrollments and payments to original lead sources for precise ROI reporting.
1.4. Enable real-time, automated dashboards and periodic detailed reports for management review.
1.5. Eliminate manual data collation; enforce a streamlined and auditable data pipeline from lead capture to conversion reporting.
Trigger Conditions
2.2. Update to lead status (e.g. trial booking, attended, enrolled, paid).
2.3. Periodic (daily/weekly/monthly) trigger for analytics calculation.
2.4. Manual trigger by admin for ad hoc report generation.
Platform Variants
3.1. Salesforce CRM
• Function/API: Lead object webhook, Opportunity conversion event; configure outgoing webhook on conversion.
3.2. HubSpot
• Feature: Workflow automation; set trigger on deal stage ‘Closed Won’ and lead source property.
3.3. Pipedrive
• API Endpoint: GET /deals/{id}, On deal won; capture custom field for source.
3.4. Zoho CRM
• Function: Workflow rules → Lead converted trigger; map source fields to analytics.
3.5. Google Forms (Website Inquiry)
• Setting: Google Forms Responses trigger; ingest row push to Google Sheets and process.
3.6. Typeform
• API/Webhook: Webhook on submit; forward responses (including source) to automation.
3.7. Jotform
• API: Webhook on form completion; post data to analytics endpoint.
3.8. Facebook Lead Ads
• API: Facebook Graph Leadgen Webhook; fetch new lead data with source attribution.
3.9. Google Ads
• API: Google Ads API ConversionUploadService; sync conversion events with source GCLID.
3.10. Mailchimp
• Function: Automation workflow; when contact subscribes from a form, tag with source.
3.11. ActiveCampaign
• Feature: Automations; on new contact, capture source (UTM) in custom field; update deal stage.
3.12. Intercom
• Webhook: Event webhook for User Signed Up with referral parameter analysis.
3.13. Slack
• Function: Incoming webhook on lead mention; custom app to parse message for lead source keywords.
3.14. Microsoft Teams
• API: Incoming webhook; post JSON payload for new lead messages and extract lead source.
3.15. Google Analytics
• Reporting API: Pull acquisition data; match user journey to form submissions.
3.16. Segment
• Function: Track API; collect lead_source traits from all customer touchpoints and forward downstream.
3.17. Airtable
• API: New row trigger; store and analyze ‘Lead Source’ column per conversion.
3.18. Stripe
• API: Webhook on payment_intent.succeeded; map customer metadata to original lead source.
3.19. Calendly
• API: Webhook on event scheduled; pass referrer/source fields to backend.
3.20. Eventbrite
• API: Order webhook; capture purchase and ticket type with origin tracking for analytics.
3.21. Notion
• API: Database item created trigger; assign ‘Lead Source’ property for reporting.
3.22. Google Data Studio
• Function: Data connector; ingest spreadsheet or DB analytics for visual dashboard of channel performance.
Benefits
4.2. Eliminate spreadsheet errors, always up-to-date source attributions
4.3. Unified multi-channel reporting across all acquisition points
4.4. Enables targeted marketing spend improvement and campaign proof
4.5. Quick identification of underperforming or high-performing channels to optimize enrollment strategies