Track lead source and campaign attribution

Purpose

1.1. Automate the tracking of lead source and campaign attribution through all marketing channels for law firms, ensuring every new lead is associated with its original channel and campaign for precise ROI calculations, improved marketing strategy, and compliant record-keeping.
1.2. Automate real-time attribution data collection across web forms, emails, phone calls, ad platforms, and CRM entries for streamlined reporting and analysis.

Trigger Conditions

2.1. Automatedly initiates when a lead form is submitted on the law firm website.
2.2. Automates upon creation of a new contact in CRM systems or digital marketing platforms.
2.3. Triggers when a client interacts with marketing emails or SMS campaigns.
2.4. Activates upon inbound phone call via tracked number listed on landing pages or ads.
2.5. Automates when UTM parameters are detected in landing page visits or tracked links.

Platform Variants

3.1. Salesforce
• Feature/Setting: Web-to-Lead; configure with hidden fields to capture UTM and referrer data via API.
3.2. HubSpot
• Feature/Setting: Lead Flows with Custom Properties; use tracking script to automate attribution mapping.
3.3. Zoho CRM
• Feature/Setting: Webform Integration; capture campaign details with automated mapping fields.
3.4. Pipedrive
• Feature/Setting: Smart Contact Data API; automate collection of source and attribution info for leads.
3.5. Google Ads
• Feature/Setting: Conversion Tracking API; automate capturing GCLID and associating it with lead data.
3.6. Facebook Ads
• Feature/Setting: Webhooks integration; automate submission of ad click details to lead management tools.
3.7. CallRail
• Feature/Setting: Call Tracking API; automate attribution of phone leads to marketing sources and campaigns.
3.8. ActiveCampaign
• Feature/Setting: Site Tracking + Automation; automate lead source tagging in contact records.
3.9. Marketo
• Feature/Setting: Munchkin Tracking; automate lead tracking from form fills and emails to campaigns.
3.10. Mailchimp
• Feature/Setting: Campaign Reports API; automate logging of email opens/clicks and attributed sign-ups.
3.11. Typeform
• Feature/Setting: Hidden Fields API; automate injection and logging of attribution payload in submissions.
3.12. Unbounce
• Feature/Setting: URL Parameters Mapping; automate input of traffic source into CRM on form submission.
3.13. Gravity Forms
• Feature/Setting: Field Population Dynamic; automate capture of referrer, UTM, and source via hidden fields.
3.14. Segment
• Feature/Setting: Source Middleware; automate processing of campaign data for downstream destinations.
3.15. Google Analytics
• Feature/Setting: Event Tracking API; automate collection and association of multi-touch attribution data.
3.16. Intercom
• Feature/Setting: Lead Source Attribute; automate mapping of chat-generated leads to campaigns.
3.17. Zendesk Sell
• Feature/Setting: Lead Import API; automate matching of leads with source info on entry upload.
3.18. Airtable
• Feature/Setting: Automation Scripts; automate source/campaign column updates on new lead rows.
3.19. Monday.com
• Feature/Setting: Integration Recipes; automate addition of lead source fields during new item creation.
3.20. Slack
• Feature/Setting: Incoming Webhooks; automatedly post lead source alerts and logging for marketing and sales ops.

Benefits

4.1. Automates attribution, ensuring every lead is tracked from first touchpoint through conversion.
4.2. Automated data aggregation enables law firms to identify highest-performing channels and optimize spend.
4.3. Automation reduces human error in lead tracking and improves data reliability for legal compliance.
4.4. Automated processes streamline reporting for campaign performance and client acquisition cost analysis.
4.5. Automating cross-platform attribution facilitates end-to-end visibility over the entire client intake journey.