Solutions › Analytics and attribution › CRM integration
Every lead, from first touch to paid job.
Attribution only works when marketing data and job data meet. We connect your lead sources to your CRM so every lead, estimate and job carries its source.
What we run
✓ Lead source mapping and field setup
✓ Website forms and call tracking into the CRM
✓ Ad and offline source tagging
✓ Estimate, booked job and revenue sync
✓ Data cleanup and duplicate handling
✓ Source reporting back out
How we run it
Three moves, measured to jobs.
01
Map your sources
Every place a lead can come from listed and named, so the CRM and your marketing speak the same language.
02
Connect every lead path
Calls, forms, messages and offline responses flow into the CRM with their source attached.
03
Close the loop on revenue
Estimates, booked jobs and revenue tied back to the source that produced them.
What we track
CRM integration that is accountable.
One view of results next to every other channel, measured to booked jobs and revenue.
Leads by source
Estimates by source
Booked jobs by source
Revenue by source
Share of leads with a source
Duplicates and missing fields
Works with
Part of one growth system.
CRM integration works best planned with the rest of the system. Related channels we run:
Call tracking
Reporting
Follow-up and nurture
Google Ads
Website design
Reactivation
CRM integration FAQ
Common questions.
Which CRM do you work with?
The CRM you already use. In the Growth Analysis we review it and tell you what can be connected.
Do I have to change my CRM?
Not by default. We only recommend a change if your current setup cannot tie a lead’s source to revenue.
Who enters the data?
Most of it flows in automatically. The habit we ask of your team is confirming the lead source and keeping job status current.
What if our data is messy?
That is common. We clean it up first and flag the gaps instead of hiding them.
Not sure which channels earn their budget?
Start with a Growth Analysis. We will show you what each channel books.