1.Monitor new Lead records
Integrate Salesforce and CRM field mapping to watch for new Lead records and pass lead ID, phone number, and GCLID presence for lookup.
Update lead attribution with call tracking IDs on new leads
Automatically detect new Lead records across Salesforce and qualifying incoming-call sources. Create and update when attribution is found for call tracking IDs and lead fields—so you can enrich source context, write GCLID and GBRAID, and add call notes without manual attribution.
How this automation updates your lead attribution
When new Lead records appear, missing call tracking context can slow follow-up and weaken reporting. This automation monitors lead creation, filters by incoming-call source, looks up call IDs, and updates Salesforce lead attribution—so your team can act on accurate source context.
Salesforceor swap with your favorite app
2.Check incoming-call lead source
Integrate Filter by Zapier and call tracking rules to continue only when leads match your configured incoming-call lead source.
Filter by Zapieror swap with your favorite app
3.Lookup call record by phone
Integrate Code by Zapier and call tracking APIs to map phone number to GCLID and GBRAID outputs without overwriting existing values.
Code by Zapieror swap with your favorite app
4.Verify attribution is found
Integrate Filter by Zapier and attribution checks to continue only if qualifying call tracking data is present.
5.Update lead attribution fields
Integrate Salesforce and CRM notes to update the Lead with GCLID and GBRAID values and add an internal call summary.
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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