Website forms, CRM integration & analytics
Inquiry Tracking
Know what happened after someone contacted you.
Connect your website forms to the CRM your team uses, preserve useful source information, and see how inquiries move from submission to follow-up and outcome.
Start with your website, CRM and the handoff you want to improve. We agree on scope and fees before paid work begins.
The form is only the first step
A submission can reach an inbox without becoming a useful CRM record. The same person can appear twice. A campaign source can disappear during a handoff. Analytics can count a form event while the sales team is still waiting for a genuine opportunity.
Market Jack helps define and connect those steps so your team can follow the inquiry, know who has it, and understand what the reports actually count.
Connect the path from form to follow-up
1. Capture the right information
Agree which fields the form needs, which are required, and how they map to the CRM. Keep the service requested and available source information with the inquiry.
2. Create a useful CRM record
Configure a supported integration for the agreed form and CRM. Define how to match an existing contact, create a new inquiry or opportunity, handle repeat submissions, and surface failures that need review.
3. Give follow-up an owner
Set the agreed assignment, notification and next-action rules. Decide when a person reviews an inquiry, how spam and tests are excluded, and what makes an opportunity qualified.
4. Reconcile the reporting
Compare form submissions, CRM records and the relevant analytics events. Report submitted, genuine, qualified and won inquiries separately, using agreed definitions and review periods.
What the engagement delivers
- A map of the selected form-to-CRM flow, with field definitions and clear system ownership.
- The agreed integration, contact-matching and follow-up rules, with failed transfers visible to the person responsible.
- An analytics event plan and configured tracking for the agreed milestones, without sending form message contents or contact details to analytics.
- Labeled test cases covering a new inquiry, an existing contact, repeat submissions and relevant failure paths.
- A verification report, reporting definitions and operating instructions for ongoing review.
We scope the forms, CRM, connectors, fields and reporting destinations before implementation. Any paid connector, custom work, historical import or ongoing monitoring is identified separately.
Keep the evidence with the inquiry
Where available, the landing page, campaign information and referral source can help explain how someone reached you. Keep that observed evidence separate from what the person tells you. Browser settings, consent choices, device changes and missing history can leave gaps; unknown sources stay unknown.
A successful form event does not prove that a CRM transfer completed. A CRM record does not prove the inquiry is qualified. We check each agreed handoff and define how later outcomes are recorded, rather than treating every event as a new customer.
For an example of why these distinctions matter, read why GA4 can show leads when no inquiries arrived.
Questions before you start
Can you work with our current CRM?
We start there. We check its supported forms, connectors or API, account permissions and data model before recommending a route or quoting implementation. A CRM replacement is a separate decision.
Does everything need to be automatic?
No. Automate the agreed transfers and keep a review step where judgment is needed. Your team defines qualification, ownership and outcomes; the integration helps those decisions stay with the record.
Can you connect analytics to sales outcomes?
We can scope reporting across the stages your systems reliably record. That may mean a CRM report alongside website analytics, or a supported integration for agreed outcome events. We confirm data handling, consent requirements and platform support before sending anything.
What is included in the scope?
We name the forms, CRM handoffs, follow-up rules and analytics milestones to connect. If broader website maintenance is a dependency, we identify it before implementation and can scope a WordPress tune-up separately.
Will it generate more leads?
The deliverable is a verified tracking and follow-up process. It does not promise more inquiries or sales. Better records help you see what happened and decide what to improve.
Show us where the handoff gets unclear
Tell us which website forms and CRM you use, what should happen after a submission, and which numbers are difficult to reconcile.
Discuss inquiry trackingFor recurring reconciliation and monitoring, we can also agree an ongoing support scope.