Customers who fill a form
Quote requests, contact forms, and sign-ups on any form tool.
- Every form tied to its ad and keyword
- Spam and job seekers filtered out
- The source sent with the lead to your CRM
For in-house marketing teams
Lead source and marketing attribution, from click to customer
See the source behind every lead, which channels bring paying customers, and send real conversions back to your ads.
Free 7-day trial. Live in an afternoon.
Used by in-house marketing teams growing through leads
Questions you hear every week
Every lead has a source, most teams just never see it
Every in-house team gets asked these. Pick one to see your answer.
Your answer
Leads and revenue by the channel that brought them
- Revenue by channel
- First and last touch side by side
- Junk leads left out
Your answer
The full journey behind every lead
- Ad, campaign, and keyword
- Every visit before the call
- Source on the CRM record
Your answer
What each platform claims, next to the leads that came in
- Platform claims vs. real leads
- Spend and cost per lead
- Each customer counted once
Your answer
Send good leads and sales back, so the ads learn
- Google, Meta, and ChatGPT Ads
- Good leads and won deals only
- With the deal value
Built for how you win customers
However your customers reach you, the source comes along
Customers who call or book
Phone calls and booked meetings, tracked like any other lead.
- Calls tied to the ad that rang the phone
- Answered calls over 60s count as good leads
- Booked meetings with their full journey
Customers who buy later
Sales closed by your team in a CRM, or payments made online.
- Won deals credited to the first campaign
- Revenue from your CRM or billing tool
- Sales sent back to your ad platforms
From click to customer
Every lead keeps its source, all the way to revenue
From the first click to the sale, SourceLoop follows the lead and tells your ads which ones turned into customers.
The lead
Know the source behind every lead
Forms, calls, chats, and booked meetings arrive with the channel, campaign, and keyword behind them, plus every visit that came before.
- Ad, campaign, and keyword on every lead
- Spam and job seekers filtered out
The ad platforms
Send good leads and sales back to your ads
Google, Meta, Microsoft, and ChatGPT Ads learn from the leads that turned into customers, with the deal value, so they find more people like them.
- Good leads, booked calls, and won deals
- Junk never reaches the ad platforms
Microsoft AdsThe sale
See which channels bring paying customers
Follow every lead through your CRM stages. The channel with the most form fills is often not the one that fills the sales calendar.
- Stage conversion by channel and campaign
- Won revenue from HubSpot, Salesforce, Pipedrive
Reports › Leads to sales
Leads to sales by channelShare
This quarter First touch Good leads
Stage reached Revenue ChannelLeadGoodQuotedWonWon value 
Paid social612140314$38,200-9% 
Paid search2981718821$246,000+24% 
Organic search3541626417$191,400+11% 
LinkedIn18697429$124,800 
ChatGPT7441196$61,500+48%
Paid social612140314$38,200-9% Paid search2981718821$246,000+24% Organic search3541626417$191,400+11% LinkedIn18697429$124,800 ChatGPT7441196$61,500+48% The budget
Put the budget where the revenue comes from
Ad spend comes in on its own. Add the rest, like agency fees, events, and tools, and see true cost per lead and MER next to the revenue each channel returned.
- Cost per lead and MER, all costs in
- Spend synced from Google, Meta, and ChatGPT Ads
Reports › Spend Google Ads$21,400 Meta Ads$12,300
SpendShare
Marketing cost$48,200
Leads1,524+9%
Cost per lead$32-6%
MER4.2x
Cost by cost itemChannelCost item
Google Ads$21,400Meta Ads$12,300Agency retainer$8,000
Events and sponsorships$4,500
Tools$2,000
Sales and marketing
Sales and marketing, finally on the same numbers
The source travels with every lead into your CRM, and every won deal comes back to the campaign that started it.
- 01
Only good leads reach sales
Spam and junk are filtered out before anything is sent to your CRM.
- 02
The source on every record
First and latest touch written onto contacts and deals, in fields you choose.
- 03
Reps see the journey
A SourceLoop panel on every HubSpot record shows how that lead found you.
- 04
Won deals come back
Revenue lands on the channel and campaign that earned it, automatically.
AI for your marketing team
Ask Claude or ChatGPT where your best leads come from
Connect SourceLoop and your assistant reads your ad accounts, attribution, and CRM deals. Ask a follow-up in plain words and get the same numbers as your reports.
- Lead and spend questions, answered in seconds
- Turn any answer into a live report
- Set up Slack and email alerts by asking
- Write deal outcomes back from the chat
Works in 
How the SourceLoop MCP works How it works
Live in an afternoon
No data team needed, and no historical migration.
- 01
Add the snippet
Forms, chats, and calendars are picked up on their own.
- 02
Connect your CRM and ads
One click each. Deals, stages, and spend start flowing.
- 03
Share the first report
Twelve ready-made reports fill in the same day.
Customer stories
Marketing teams that can finally prove what's working
From agencies and SaaS companies to clinics and law firms, teams use SourceLoop to trace every lead and every dollar back to the campaign that earned it.
Halden & Wright Agency
We run paid media for 14 clients. Every lead now lands in their CRM with the campaign, keyword and ad behind it, so we can prove our impact with numbers clients can check for themselves.
- Lower cost per lead
- 41%
- Client accounts tracked
- 14
ploomly B2B SaaS
We started sending only qualified demos back to Google Ads as conversions. Within six weeks, paid search was filling our calendar with buyers who fit our ICP, and close rates followed.
- SQLs from paid search
- +38%
- Demo-to-close rate
- 2.1x
Cedar Row Dental Clinics
Half our new patients book by phone. Multi-touch attribution on every call showed us which ads start a booking and which ones close it, so we cut the two channels that did neither.
- Of bookings now attributed
- 63%
- Monthly spend reallocated
- $9k
Fernhill Legal Professional services
Most of our leads showed up as Direct in the CRM. SourceLoop now gives us the full journey behind every inquiry, chat and call, from the first search to the booked consultation.
- More consults per dollar
- 27%
- Lead channels in one report
- 4
FAQ
In-house marketing questions
How is this different from GA4 for our marketing team?
GA4 tracks anonymous sessions and breaks attribution at 90 days. SourceLoop ties every visit to a person, every person to a deal, and every deal to revenue from your CRM and billing tool. Reports go all the way to closed-won, not just sessions.
We already have HubSpot Marketing Hub. Why add SourceLoop?
HubSpot Marketing Hub does email, workflows, and CRM well. Where it falls short is multi-touch attribution at the visit level (it sees first form fill, not the journey before it). SourceLoop sits alongside HubSpot, captures the journey, writes the source onto every contact and deal, and shows the journey in a panel on each HubSpot record.
Will the rest of the team actually use this?
Yes, because the answers come to them. Sales sees the source on every lead in the CRM, a weekly summary posts leads and cost per lead to Slack, and anyone can open a live report or ask Claude or ChatGPT a follow-up.
How long does implementation take?
Most teams are tracking attribution in under an hour: install one snippet, connect your CRM and ad accounts in a click, and your forms and calendars are picked up automatically. The first reports populate the same day.
Can my data team export the underlying events?
Yes. Send visits, leads, deals, and revenue to your own Snowflake, BigQuery, Amazon S3, or Google Cloud Storage on a schedule, plus a full REST and webhook API. Your data team gets the raw layer, your marketers get the reports.
