Lead Source Attribution
Know where every lead came from. Paste the export of your new leads (from your CRM or form tool, header row first): each lead gets a channel and a campaign by rules you can read, with a confidence and the rule that decided it.
What installing it brings
- 1 workflow23 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Know where every lead came from. Paste the export of your new leads (from your CRM or form tool, header row first): each lead gets a channel and a campaign by rules you can read, with a confidence and the rule that decided it. Missing or inconsistent UTM tags are repaired from your aliases, the click ids in the link (gclid, msclkid, fbclid), the referrer site, your campaign codes and your form names. A lead no rule can place gets a suggested channel from its first-touch note by an AI step, always checked against your channel list and the quoted words, never accepted without your look. The report of leads and conversion by channel and campaign, this month against last, is counted by code from the export and the leads already on your board. Every lead is a card on your Lead Attribution board (To review, Repaired, Attributed, Confirmed): a lead already there is updated, never added twice, and a confirmed one is never rewritten. Copy the repaired table as CSV to import it into your CRM. Settings: channels, UTM aliases, referrer sites, campaign codes, form names, your own domains, review threshold, stage values that count as won, month, leads per run, AI on or off. No account is needed to start: a CRM connection comes later.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 23 steps, 1 screen.
Published by
livecontext
@livecontext