Send Leads to Scoro

Extend form Leads with additional attribution details such as UTM parameters, referrer URL, landing page URL and Google Analytics Click Id and send them to Scoro as Companies and Contacts.

First, Scoro first needs to be configured to attribution data that Able provides and then Able will need to be set-up to send Leads to Scoro.

Add Custom Fields to Scoro (optional)

To get advantage of Scoro attribution details, add custom fields in Scoro Site Settings - Custom Fields. Click 'Add', and enter one of the supported field names. Check 'Companies' and 'People' modules. Other settings can be left default or modified if desired.

Custom field name should match one of the supported Formsable attribution or key fields, for example: utm_campaign, utm_source, utm_medium, referrer_url, landing_page, ga_cookie

Enable Scoro API and Add Credential to Able (if not done previously)

  1. Open Site Settings - API Integrations in Scoro. Enable 'Scoro API'.
  2. Open API Credentials page in Formsable.
  3. Add new credential, choose 'Scoro' service.
  4. Enter API key from Scoro API settings into the 'Access Token' field.
  5. Enter Scoro account id from API settings and Scoro subdomain separated by a slash into the 'Name' field. They typically match, so it'd look like 'example/example'.
  6. Save the Credential.

Configure Able to Send Leads to Scoro

On the Funnel page, Add Outbound Integration, choose recently created credential and 'Lead' event type. Save.

This is all that is required to add UTM parameters, referrer URL and landing page URL to Scoro.

Additionally, Able Customer Data Platform can be set up to send Scoro conversions to Google Analytics, Facebook Conversion API and Google Ads API.

What else you can do

Track Leads

Send Events Using Webhooks

Events can be sent to Able CDP from custom apps using its inbound webhook. This is convenient to attribute purchases and other conversions that aren't necessarily reflected in the payment system. For example, when the service usage accumulates before being invoiced once a payment threshold is reached or next billing cycle occurs.