Docs
Everything from first script tag to scheduled client reports.
Guide 01
Getting started: install the snippet
From new workspace to your first attributed lead in about ten minutes.
Guide 02
Consent setup (GDPR & PECR)
Leads are always captured. Consent controls what else the snippet may remember.
Guide 03
Working the Lead Manager
Statuses, values, assignment, bulk actions, saved views and export.
Guide 04
Reports & scheduled emails
Dashboards, the report builder, channel groupings, and reports that send themselves.
Guide 05
Webhooks & Zapier
Push every lead into your other tools, with signed payloads.
Guide 06
Google integration & ad spend
Import spend from GA4 and Google Ads, or add it manually, to see true cost-per-lead, and send leads back to Google Ads as conversions.
Guide 07
Chat widgets as leads
Conversations in Tawk.to, Crisp, Tidio, LiveChat, HubSpot Chat, Olark or Drift become leads with full attribution, with nothing to connect.
Guide 08
Team, roles & client access
Invite teammates, scope client users to their own data, and shape custom roles.
Guide 09
Custom pipelines
Name the stages a lead moves through in each project's own words, without changing how reports count.
Guide 10
Project templates
Start a project with lead fields, rules and pipeline stages already set up, from a built-in template or one you saved yourself.
Can't find it? Ask us.
Ready to see which
marketing pays?
14-day free trial. No card needed. Set up in minutes.