Marketing tools connect outreach to the same lead, company, and deal records as CRM. Field teams see attributed leads in the Salesmen portal once owners are assigned.
Please note:
- Campaign source codes must match form hidden fields and CRM properties — mismatches break attribution in dashboards and reports.
- Inbound submissions flow through Build forms field mapping into Create and manage leads.
- Meta / Facebook Lead Ads sync through Connect Facebook Lead Ads (Meta) or LeadsBridge.
- Messaging: Connect WhatsApp Business. See the full Integrations overview.
Campaigns
Plan and track campaigns, then attribute leads and deals back to the source.
Campaign vs form roles
| Tool | Primary goal | Feeds CRM via |
|---|---|---|
| Campaign | Outbound reach and attribution | Source fields, UTM mapping |
| Form | Inbound capture | Field mapping on submit |
| Communications | Thread on record timeline | Linked lead or company |
Forms
Publish forms that create or update leads when submitted. Map fields carefully so required CRM data is captured.
Communications
Keep outbound messages and replies visible on the record timeline for the whole team.
flowchart LR Campaign[Campaign launch] --> Reach[Audience reach] Form[Published form] --> Submit[Inbound submit] Reach --> Lead[Lead or company record] Submit --> Lead Lead --> Comm[Communications timeline] Comm --> Deal[Deal conversion optional]
Align campaign source codes with form hidden fields so multi-touch attribution stays consistent in reports. Log outbound touches as interactions on the lead or company record — Pulse staleness depends on those entries, not campaign sends alone.