How do we track where leads come from?

Created by Edward Langer, Modified on Tue, 9 Sep at 8:36 AM by Edward Langer

Lead attribution is available within HDA—each contact record captures its source (like form submission, chat widget, or booking). This helps clarify what is driving inquiries and allows you to monitor channel performance.


For more detailed tracking—like UTM parameters or campaign names—you can integrate third-party tools such as LeadSources or Attributer. These tools capture UTM and referrer data in hidden fields and report that data inside the CRM, enabling complete visibility into marketing ROI.


Once set up, you can run reports on source trends—seeing which channels (Google, ads, social, referrals) bring the most high-value leads or revenue—so you can optimize your strategy.


In short: HDA helps you answer the all-important question: “Which marketing efforts are actually bringing in business?”

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