Integrations

The Integrations page helps you connect data sources to Finseo. It includes CMS connections, analytics connections, and attribution integrations. For attribution, the main goal is simple: send the answer to “How did you find us?” into Finseo whenever a lead, form submission, booking, order, or deal is created.

Attribution integrations

Attribution integrations use either:

A project webhook URL for forms and CRMs.
The Customer API for automation tools such as Zapier, Make, or n8n.

Webhook URLs look like this:

https://app.finseo.ai/api/attribution/webhook/PROJECT_ID?source=SOURCE&token=WEBHOOK_TOKEN

The source parameter helps Finseo choose the right parser. The token protects the endpoint.

Supported attribution sources

Source	Recommended path	Notes
HubSpot	Workflow webhook	Requires a HubSpot workflow action that sends a webhook. Data Hub Pro/Enterprise may be required for native webhook actions.
Salesforce	Flow HTTP Callout	Use JSON from Flow Builder. Native Salesforce Outbound Messages send XML and are not supported.
Typeform	Native webhook	Add a “How did you find us?” question and send all responses to Finseo.
Jotform	Native webhook	Finseo handles Jotform multipart/form-data and `rawRequest` payloads.
Gravity Forms	Webhooks Add-On	Send JSON and map the attribution field if needed.
Formstack	Native webhook	Send form submissions as JSON.
Attio	Native webhook	Send record creation/update payloads with custom fields.
Pipedrive	Automation webhook	Send deal and person fields from automations.
Close	Native webhook	Send lead or contact events.
Calendly	Webhook subscription	Send invitee answers from booking questions.
Intercom	Native webhook	Send contact or conversation events with custom attributes.
Zapier / Make / n8n	HTTP request	Use the Finseo API or generic webhook and map fields manually.

HubSpot

In Finseo, open Integrations and select HubSpot.
Copy the webhook URL.
In HubSpot, go to Automations -> Workflows.
Create a workflow triggered by a form submission or contact creation.
Add a Send webhook action.
Paste the Finseo webhook URL.
Submit a test lead and check Attribution in Finseo.

Finseo looks for common fields such as email, firstname, lastname, how_did_you_find_us, deal_amount, and amount.

Salesforce

Use Flow HTTP Callout, not native Outbound Messages.

{
  "LeadSource": "ChatGPT",
  "Email": "buyer@example.com",
  "Name": "Alex Buyer",
  "Id": "00Qxx0000012345",
  "Amount": 8500,
  "CurrencyIsoCode": "USD"
}

Finseo maps LeadSource to the attribution channel, Email to the respondent email, Name to respondent name, Amount to deal value, and CurrencyIsoCode to currency.

Typeform and Jotform

For form tools, add a question like:

How did you find us?

Good answer options:

ChatGPT
Perplexity
Claude
Google
Social media
Friend or colleague
Ads
Other

Then add the Finseo webhook URL in the form’s webhook settings. Finseo receives the full submission and extracts the attribution answer.

Zapier, Make, and n8n

Use these when your source tool has no native webhook or when you want to transform fields before sending them to Finseo.

{
  "channelId": "{{how_did_you_find_us}}",
  "respondentEmail": "{{email}}",
  "respondentName": "{{name}}",
  "respondentExternalId": "{{crm_id}}",
  "dealValue": "{{amount}}",
  "dealCurrency": "{{currency}}",
  "metadata": {
    "source_tool": "zapier",
    "form": "{{form_name}}"
  }
}

You can send this to either the project webhook URL or the Create Attribution API.

Field mapping

If a tool sends fields with unusual names, send one test payload first. Finseo creates an Attribution workflow from the incoming structure. Open Attribution -> Workflows and map the fields to:

Attribution answer
Email
Name
Deal value
Deal currency
Form ID

Use rules when a source field needs translation. For example, map utm_source contains chatgpt to AI Search.

Testing checklist

Send a test submission from the source tool.
Confirm the response appears in Attribution.
Confirm the channel category is correct, especially for AI sources.
Add dealValue and dealCurrency if you want revenue reporting.
Add a stable respondentExternalId such as order ID, lead ID, or deal ID.
Keep field names consistent across markets and countries.

​Integrations

​Attribution integrations

​Supported attribution sources

​HubSpot

​Salesforce

​Typeform and Jotform

​Zapier, Make, and n8n

​Field mapping

​Testing checklist