Documentation

Everything a developer needs to install TraceLead and everything a privacy lead needs to approve it. These pages are generated from the same files our engineers work from.

• Installing the snippet

  The script tag, hidden fields, consent call, page API and failure behaviour.

• Google Tag Manager

  Installing the snippet as a Custom HTML tag or from the container export, and signalling consent from GTM.

• Consent integration

  Consent-manager presets for Cookiebot, OneTrust, CookieYes, Complianz, iubenda, Usercentrics and Consent Mode, or your own call.

• WordPress

  The plugin, and hidden fields for Contact Form 7, WPForms, Gravity Forms and Elementor Pro.

• Integrations

  Every form builder, website platform and CRM, with how far each one is tested.

• HubSpot forms

  Contact properties, hidden fields and the form API script that carry the attribution into HubSpot.

• CRM fields

  Creating fields for the attribution in HubSpot, Salesforce, Pipedrive, Zoho and Dynamics, and the mapping presets.

• Webflow

  Hidden inputs in a Webflow Form Block, through an Embed element or a custom attribute.

• Unbounce and Leadpages

  The tag and hidden fields on landing pages built with Unbounce or Leadpages.

• Wix and Squarespace

  Adding the tag, and why their own form blocks need an embedded form instead.

• Typeform, Jotform and other embedded forms

  Passing the attribution to an iframe form through its URL.

• Channel classification

  How UTMs, click IDs and referrers become source, medium and channel.

• Site configuration contract

  What the public configuration endpoint returns and how it is cached.

• What is sent to TraceLead

  The session and lead beacons, what is stored, what never is, and retention.

• Contact clicks

  Phone, email, SMS and WhatsApp link clicks counted by channel beside your leads, without the number or address.

• Lead webhooks

  Each new lead's attribution to Zapier, Make or your endpoint, signed with HMAC-SHA256.

• Client reports

  Report links and scheduled report emails for clients, with your name and logo, carrying counts only.

• Reporting API

  Read-only JSON for sites, stats and lead attribution, with Sheets and Looker Studio examples.

• Organisations, members and roles

  Signing up, invitations, the three roles, seats per plan and what happens on a downgrade.

• Content Security Policy

  The two allowances the snippet needs and how to handle the inline stub.