Lead capture and ad attribution in one workflow

Manage leads. Attribute ads.
Close with better context.

Convertly connects lead capture, structured follow-up, Google and Meta attribution, and pipeline operations in one CRM.

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Connected workflow

Keep the revenue process in one place

Give sales, marketing, and operations a shared record from the first enquiry to the final outcome.

Native lead forms

Capture enquiries and preserve UTM values, click IDs, landing-page context, and referrer data on the lead record.

Google and Meta attribution

Connect closed pipeline outcomes with the campaigns that produced them instead of stopping measurement at the form fill.

Workflow automations

Route leads, create tasks, schedule follow-ups, and notify CRM users using supported event-driven rules.

Revenue analytics

Review lead quality, pipeline movement, rep activity, and commercial outcomes through one shared reporting layer.

Follow-up queue

Surface due and overdue work so every rep can see the next action without searching across disconnected tools.

AI workspace

Generate lead summaries and work with pipeline context using AI controls managed inside your Convertly workspace.

Closed-loop attribution

Carry acquisition context through the pipeline

Preserve campaign values and eligible click identifiers on the lead record, then connect configured pipeline outcomes with Google Ads and Meta.

  • UTM and click-ID capture through native forms
  • Source context visible on the lead record
  • Google Ads conversion workflows
  • Meta Conversions API server events
  • Pipeline and campaign reporting
Explore all features

Attribution flow

1

Ad click reaches the landing page

Eligible campaign context is preserved

2

Lead submits a native form

Source values are stored on the CRM record

3

Sales works the opportunity

Activity and pipeline milestones stay connected

4

Commercial outcome is confirmed

The configured conversion workflow runs

5

Campaign reporting receives the signal

Marketing can evaluate deeper outcomes

Why Convertly

A clear operating flow for lead-driven teams

Capture with context

Store campaign and form context when the lead enters the CRM.

Follow up with structure

Use ownership, tasks, and reminders to keep the next action visible.

Learn from outcomes

Connect campaign reporting with qualified pipeline and closed results.

See how the workflow fits together

From the blog

Practical guides for revenue teams

Sales

Lead Response SLA: A Practical Playbook for Faster Follow-Up

A clear operating model for setting response targets, routing new leads, handling breaches, and improving follow-up without adding noise.

Read article Advertising

Meta CAPI Event Strategy: Build Cleaner Conversion Signals

A practical framework for mapping CRM milestones to Meta events, deduplicating browser and server signals, and preventing inflated reporting.

Read article Guide

Marketing-to-Sales Handoff: A Clear Operating Model

A practical framework for defining lead readiness, ownership, response expectations, feedback, and shared revenue reporting.

Read article

FAQ

Common questions

Do I need a developer to set up Convertly?+
No. Core workspace, pipeline, form, and attribution settings are managed through the Convertly interface. More complex tracking or website implementations may still benefit from technical support.
How does Google Ads attribution work?+
Convertly preserves eligible click and campaign context when a lead is captured. When that lead reaches a configured commercial milestone, the outcome can be sent back to Google Ads through the connected conversion workflow.
Does Convertly support Meta Ads?+
Yes. Convertly supports Meta Conversions API workflows so permitted CRM outcomes can be sent as server-side events with the source context retained on the lead.
Can I import existing leads?+
Yes. CSV import includes guided field mapping and validation. Imported records should be reviewed carefully because historical attribution depends on the source data available in the file.
What is the AI workspace?+
It is a set of optional AI-assisted tools for working with lead and pipeline context. Administrators control how AI is configured and which roles can access it.
Is there a free trial?+
Yes. New workspaces can start with a 14-day trial without entering a credit card.

Bring your lead workflow into one system

Connect lead capture, structured follow-up, and advertising attribution in Convertly CRM.

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