How to connect your CRM in order to track leads?

If you collect leads via CRM form and you would like to track their source, this guide is for you.

If you collect leads via CRM form and you would like to track their source, this guide is for you.

๐ŸŽฏ Our mission: to pass the lead with the click ID to AnyTrack, and forward it to the ads networks for optimization.

๐Ÿงพ This is our checklist :

1. Add AnyTrack tag to your landing page.

2. Add a hidden field for the ClickID in the lead form.

3. Connect your CRM to AnyTrack in order to pass the data.

4. Push the data back to the pixel for optimization / creating a custom audience.

๐Ÿ’กClick Id - the parameter that helps to do the attribution between the ads and the conversion.

1. Add AnyTrack tag

The first step is to add AnyTrack tag to your landing page code.

After doing that, our tag will generate a ClickID in every page view.

2. Add a hidden field for the ClickID in the lead form

The next step is the pass the generated clickID with the lead details to the CRM leads list.

When a user submits the form with his name and email, only those two parameters are passed forward to the CRM, we would like to pass also the clickID in an invisible way โ†’ a hidden field.

First, add in your CRM a new field with the name click_id and the value "--CLICK-ID--"

Second: Add the next line into your lead's HTML :

<input type="hidden" name="click_id" value="--CLICK-ID--">

 This will be replaced by the tracking script and will send the form with a populated click ID:

<input type="hidden" name="click_id" value="fATP5qZnwZMaPAZMvwMtXKErn8w7rAt5">

Together it will look like this:

<form action="/action_page.php">
<label for="fname">First name:</label><br>
<input type="text" id="fname" name="fname" ><br>
<label for="lname">Last name:</label><br>
<input type="text" id="lname" name="lname"><br><br>
<input type="submit" value="Submit">
<input type="hidden" name="click_id" value="--CLICK-ID--">
</form>

3. Integrate your CRM with AnyTrack

In order to get the lead with the ClickID, we will have to integrate our CRM with AnyTrack via webhook.

1. Go to the integration section and create a custom integration.

๐Ÿ”ธYou can do it directly with your CRM or via Zapier.

4. Connect your pixel

Now, after getting leads in AnyTrack, we will need to connect our pixels and pass the data forward.

1. Go to the tracking pixel section

2. Connect your pixel and turn on the API connection:
Screen_Shot_2021-11-21_at_18.28.53.png

๐Ÿ“น Check out our pixels tutorials if needed:
๐Ÿ”ธFacebook pixel
๐Ÿ”ธGoogle pixel

โœ… The results: Every lead will be passed to AnyTrack for attribution and will be pushed back to the ads network for optimization.


Need support?

Questions? Problems? Need more info? Contact Anyrack Support for assistance!

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