LeadTrackr integration

Summarizing LeadTrackr leads

Count the leads of the connected LeadTrackr project in a period: totals and lead value per status, per form, per traffic source (Google Ads, Meta, other UTM sources, or unattributed), and per day. Use it for questions such as how many leads came in last month, which channel brings the most leads, or how many leads were won. Reads up to 2,000 leads; `truncated` says when the period holds more.

Listing LeadTrackr leads

List the leads of the connected LeadTrackr project, newest first by default, with filters for status, form, creation date, search text, exact email or phone, and whether a Google Ads (gclid) or Meta (fbc) click id was captured. Each lead has its contact fields, status, form, note, value (in currency units), formData, attributionData (click ids, UTM data), channelFlow (the visits before the conversion) and createdAt. Results contain personal data.

Fetching LeadTrackr lead

Get one lead of the connected LeadTrackr project by lead id, unique identifier (CRM id), email or phone, with its form data, attribution data and channel path. For email and phone the newest matching lead is returned. The result contains personal data.

Updating LeadTrackr lead status

Qualify a lead in the connected LeadTrackr project: apply a conversion label (LeadTrackr then sends the conversion to the connected ad platforms such as Google Ads and Meta), mark it "lost", or reopen it with "open". Optionally set the lead value. Identify the lead by lead id, unique identifier, email or phone.