Source tag reconciliation
Reconcile source tags, form and CRM events.
AI-ASSISTED AUTOMATION · Marketing & Growth
Understand which campaigns contribute to real conversions.
Reconcile ad, web and CRM events to understand which channels contribute to qualified leads.
- Reconcile source tags, form and CRM events.
- Surface attribution gaps.
- Report channel contribution.
Tell us what you need; we will define the scope and setup steps with you.
Explore the workflowMarketing Conversion AttributionExample workspace
Deduplicate cross-channel conversionsIllustrative workspace
Two channels claim the same conversion
- Input
- Ad, website and CRM events
- Action / check
- Match shared events and apply the attribution rule
- Output
- A deduplicated conversion report with stated assumptions
Source tag reconciliation
CRM conversion mapping
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
CRM conversion mapping
Surface attribution gaps.
Channel attribution reporting
Report channel contribution.
USE CASES
How could this fit your day-to-day work?
Explore the need, the proposed approach and your team's role.
SELECTED USE CASE
A web form reaches the CRM without source data
- 01THE NEED
A new CRM lead has no recorded campaign or form source.
- 02AI APPROACH
Match available event IDs and attribution tags, flag missing data and prepare a channel contribution report.
- 03NEXT STEP
Deliverable: Attributed leads and missing-source exceptions. Success metric: Qualified leads with known attribution.
SELECTED USE CASE
Multiple channels claim the same conversion
- 01THE NEED
One lead is credited to different channels across ad reporting and CRM.
- 02AI APPROACH
Deduplicate conversions claimed by multiple channels and disclose the attribution model and its limitations.
- 03NEXT STEP
Deliverable: A deduplicated conversion with a disclosed attribution assumption.
YOUR QUESTIONS
What to know before implementation.
Review the product scope, connection requirements and approval points.
How does this solution work?
Campaign enquiries lose attribution in the CRM, obscuring what generates revenue.
Source and need
A new CRM lead has no recorded campaign or form source.
Does it establish attribution with certainty?
No. Available events are reconciled, gaps are flagged and the attribution model is disclosed.
What is included in the scope and outputs?
Deliverable: Attributed leads and missing-source exceptions. Success metric: Qualified leads with known attribution.
Deliverable: A deduplicated conversion with a disclosed attribution assumption.
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.
How do quoting, setup and connections work?
Let’s define the scope together.
Workflow setup, integration assessment for suitable systems, testing, monitoring and ongoing management. Core deliverable: Attributed leads and missing-source exceptions.
Advertising and analytics platforms, call records and CRM
Which steps belong to AI and your team?
Analysis and workflow
Match available event IDs and attribution tags, flag missing data and prepare a channel contribution report.
Proposed output
Deliverable: Attributed leads and missing-source exceptions. Success metric: Qualified leads with known attribution.
Team review
Authorization, approval steps and exception owners are agreed with your team during setup.
Business rules
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.
How are data, access and security handled?
Your information is collected to review your request and contact you about it. This form does not collect marketing permission. Please do not share sensitive personal information.
What data and systems are needed for source tag reconciliation?
Setup reviews access to Advertising and analytics platforms, call records and CRM. Data scope, permissions and transfer methods depend on the client environment; a ready-made connector is not assumed.
OTEMATIK · NEXT STEP
Let’s define the right scope for your business.
Share your current process and required connections. Our team will help define the implementation scope and next steps.