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What is External Tracking?

External Tracking is a feature that allows you to capture form submissions from websites outside your CRM and automatically bring them into your contact database. By adding a simple script to your external site, the CRM can detect form submissions in real time, eliminating the need for manual data entry or complex integrations.

Key Benefits of External Tracking

Using External Tracking offers several advantages for managing leads from external sources:

Automatic Form Detection: The system identifies supported forms, such as Gravity Forms, WPForms, and custom HTML forms, without manual setup.
Real-Time Submission Capture: Form data is captured instantly as soon as a visitor submits a form.
Automatic Contact Creation: New contacts are created or existing ones are updated immediately upon submission.
Smart Field Mapping: Fields from the external form are intelligently matched to contact properties and custom fields in your CRM.
Attribution Tracking: Captures UTM parameters, page URLs, and session data for better lead source tracking.
Multi-Form Support: Tracks multiple forms on the same page independently.
Zero Configuration: No need for Zapier, webhooks, or manual field mapping.

How Automatic Form Detection Works

The External Tracking script scans your website for forms that are built directly into the page's HTML structure (DOM-based forms). This includes many popular WordPress form builders and custom HTML forms. Forms embedded via iframes or controlled by third-party widgets that don't expose their HTML elements are not supported.

For a form to be detected, it must include:

A valid <form> HTML element
Input fields with name attributes
Fields that are visible in the DOM
An email field (if contact creation or matching is required)

Smart Field Mapping

The CRM automatically maps form fields to your contact properties using intelligent matching based on field names, labels, and existing custom fields. Unmapped fields are stored safely for later use, and the system supports various field types including text, dropdowns, checkboxes, and dates.

How to Set Up External Tracking

Step 1: Get Your Tracking Script

Navigate to Settings → External Tracking in your CRM dashboard. Click the "Copy Script" button to copy your unique tracking script to your clipboard. This script contains a unique identifier for your account.

Step 2: Install the Script on Your Website

Paste the copied script before the closing </body> tag on every page of your website where you want to track forms. This ensures the script loads on all pages and can detect forms automatically.

Step 3: Add Script to Your Form or Page (Optional)

While global installation is recommended, you can also place the script directly inside a specific form using an HTML block in your form builder or page editor.

Step 4: Submit the Form

After installation, test the form by submitting it as a regular user would. The system will automatically detect the submission and capture the data without any additional configuration.

Step 5: View Submissions in Your CRM

Captured form submissions will appear instantly in your CRM. You can view them in the appropriate section of your dashboard.

Tracking External Forms with Your CRM