Static Sources (Hard code)

Hard Coding Source

An alternative to UTM tracking if you would prefer not to track ad campaigns data and are looking for the easiest solution to track client leads from your funnel over facebook reported leads you may hard code the source.

To hard code the source simply input "Facebook ads" as the contact source when creating new leads, wether this be through form submission, zap or facebook form submissions.

After the contact is created with the contact source being "Facebook ads" then create the POST webhook action following and paste your clientView lead webhook there.

Save the workflow, push snapshot update and you are done.

Soon you will have the option to make CRM leads the source of truth for your facebook ad reporting. Meaning inside ClientView we will pull spend from facebook and devide it by your CRM leads to get cost, giving you accurate reporting.