Bank president: capture inbound leads into a centralized analytics table

Marketing president sees inbound leads lose source attribution when submissions don't reach analytics. Ensure marketing ops analyzes campaign performance and keeps source attribution.

Overview

Small bank marketing loses campaign visibility when inbound customers fall out of analytics, risking misallocated ad spend. This workflow ensures every new customer maps to a centralized lead table so marketing ops has accurate source attribution and real-time campaign visibility, enabling faster, data-driven decisions and fewer missing leads.

Notable Features

Capture new customers to analytics
Preserve lead source and campaign
Notify marketing ops on errors