CRM integration for tracking
Form enquiries reach your CRM directly with source, campaign and consent. Marketing can then be steered by closed deals.
Direct CRM transfer
Typing in email enquiries by hand loses source, campaign and time. A direct integration keeps this data and saves your sales team the work.
Transferred data
Form data into matching CRM fields
Source and campaign from UTM parameters and click IDs such as the gclid
Consents with timestamp and wording, as proof under the GDPR
With consent, previously visited pages
Only what your sales and data protection teams agree on is transferred.
Technology
Forms connect via API to CRM systems such as HubSpot, Salesforce or Pipedrive, and newsletters to email systems with double opt-in. Failed transfers are logged and retried. Without a suitable API, a dedicated Laravel service sits in between.
From enquiry to revenue
Closed deals flow back from the CRM into Google Ads or Analytics as offline conversions. Campaigns then optimise for customers rather than form submissions, and reporting shows which channel brings revenue. For this, we store click IDs and campaign data with each enquiry.
Approach
We clarify fields, responsibilities and consents, test every form type and document the data flows for your data protection team.