> ## Documentation Index
> Fetch the complete documentation index at: https://docs.finseo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations

> Connect forms, CRMs, analytics tools, and CMS platforms to Finseo.

# 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:

```text theme={"system"}
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

1. In Finseo, open **Integrations** and select **HubSpot**.
2. Copy the webhook URL.
3. In HubSpot, go to **Automations -> Workflows**.
4. Create a workflow triggered by a form submission or contact creation.
5. Add a **Send webhook** action.
6. Paste the Finseo webhook URL.
7. 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.

```json theme={"system"}
{
  "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:

```text theme={"system"}
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.

```json theme={"system"}
{
  "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](/api-reference/attribution/submit).

## 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.