Attribution Integrations: Tie AI Search to Pipeline and Revenue

Webhook based integrations that connect Finseo to your CRM and forms to capture attribution responses (How did you find us, etc.). Categorizes responses into AI source buckets and ties revenue to specific AI engines (ChatGPT, Perplexity, Claude, Gemini, Microsoft Copilot).

Which attribution tools does Finseo integrate with?

Finseo integrates with 15 attribution tools across CRM (HubSpot, Salesforce, Pipedrive, Attio, Close), forms (Typeform, Jotform, Gravity Forms, Formstack), scheduling (Calendly), messaging (Intercom), and universal connectors (Zapier, n8n, Custom Webhook). All use webhook based integration with no code required.

Finseo integrates with 15 attribution tools across CRM (HubSpot, Salesforce, Pipedrive, Attio, Close), forms (Typeform, Jotform, Gravity Forms, Formstack), scheduling (Calendly), messaging (Intercom), and universal connectors (Zapier, n8n, Custom Webhook). All use webhook based integration with no code required.

How does attribution work end to end?

When a lead fills in your How did you hear about us form field, your tool (HubSpot, Typeform, etc.) sends the response to Finseo via webhook. Finseo categorizes the answer into AI source buckets (ai_chatgpt, ai_perplexity, etc.) and ties the lead to that source. When the deal closes, the closed value is attributed back to the original AI source.

When a lead fills in your How did you hear about us form field, your tool (HubSpot, Typeform, etc.) sends the response to Finseo via webhook. Finseo categorizes the answer into AI source buckets (ai_chatgpt, ai_perplexity, etc.) and ties the lead to that source. When the deal closes, the closed value is attributed back to the original AI source.

Do I need to write code or install plugins?

No. All 15 attribution integrations use native webhook features built into the source tools. You configure a webhook URL in HubSpot Workflows, Salesforce Flow, Typeform Connect, etc. Setup typically takes 2 to 5 minutes per tool. The Gravity Forms integration uses the official Webhooks Add On (Gravity Forms Elite license).

No. All 15 attribution integrations use native webhook features built into the source tools. You configure a webhook URL in HubSpot Workflows, Salesforce Flow, Typeform Connect, etc. Setup typically takes 2 to 5 minutes per tool. The Gravity Forms integration uses the official Webhooks Add On (Gravity Forms Elite license).

What if my attribution responses are free text?

Finseo handles both multiple choice and free text responses. Free text is parsed using natural language understanding to identify AI source mentions (ChatGPT, Perplexity, Claude, etc.) and categorized accordingly. Ambiguous answers are flagged for manual review in the Finseo dashboard.

Finseo handles both multiple choice and free text responses. Free text is parsed using natural language understanding to identify AI source mentions (ChatGPT, Perplexity, Claude, etc.) and categorized accordingly. Ambiguous answers are flagged for manual review in the Finseo dashboard.

Can I attribute revenue, not just leads?

Yes. Most CRM integrations support deal level attribution. When a deal stage changes to Closed Won, the source tool sends the deal value to Finseo, which ties revenue to the original AI source. You see total pipeline and closed revenue per AI engine over any time period.

Yes. Most CRM integrations support deal level attribution. When a deal stage changes to Closed Won, the source tool sends the deal value to Finseo, which ties revenue to the original AI source. You see total pipeline and closed revenue per AI engine over any time period.

How do I capture attribution data if I do not have a How did you find us field?

Add the question to your existing forms (signup, demo request, contact). Use multiple choice with options like ChatGPT, Perplexity, Google search, Word of mouth. Or use a short answer field. Finseo auto detects fields with names like how_did, find_us, source, referral and reads the value automatically.

Add the question to your existing forms (signup, demo request, contact). Use multiple choice with options like ChatGPT, Perplexity, Google search, Word of mouth. Or use a short answer field. Finseo auto detects fields with names like how_did, find_us, source, referral and reads the value automatically.

What if my CRM does not have a native Finseo integration?

Use one of three universal connectors. (1) The Custom Webhook accepts any JSON payload from any source. (2) The Zapier integration connects to 8000+ apps. (3) The n8n integration works with any data source via HTTP. Together these cover virtually every CRM and form tool used in modern stacks.

Use one of three universal connectors. (1) The Custom Webhook accepts any JSON payload from any source. (2) The Zapier integration connects to 8000+ apps. (3) The n8n integration works with any data source via HTTP. Together these cover virtually every CRM and form tool used in modern stacks.

Are attribution integrations included on every Finseo plan?

Yes. All 15 attribution integrations are available on every Finseo plan. There are no per integration fees, no add on costs, and no plan upgrades required to access attribution features.

Yes. All 15 attribution integrations are available on every Finseo plan. There are no per integration fees, no add on costs, and no plan upgrades required to access attribution features.