Capture form submissions from external websites directly into your CRM with minimal setup. External Tracking automatically detects supported forms, such as Gravity Forms, WPForms, Contact Form 7, and custom HTML forms, then sends submissions into your CRM in real time.


This helps reduce the need for Zapier, webhooks, or custom integrations while improving attribution and lead tracking accuracy.

TABLE OF CONTENTS

What is External Tracking?


External Tracking is a lightweight script that connects external website activity to your CRM. It tracks page views and automatically captures form submissions from third-party websites.


External Tracking can automatically detect DOM-based forms and capture submissions without manual configuration. This makes it easier to track leads from platforms like WordPress, Shopify, Wix, Webflow, and custom-built websites.

Key Benefits of External Tracking


External Tracking simplifies lead capture and improves visibility into external website performance. This helps you make better marketing and automation decisions.

  • Automatic Form Detection: Detects supported forms, including Gravity Forms, WPForms, Contact Form 7, and custom HTML forms.

  • Real-Time Submission Capture: Captures submissions instantly without delays or additional integrations.

  • Automatic Contact Creation: Creates or updates contacts after a supported form is submitted.

  • Smarter Field Mapping: Maps fields intelligently to existing contact properties and custom fields.

  • Attribution Tracking: Captures UTM parameters, page URLs, and session data.

  • Multi-Form Support: Tracks multiple forms on the same page independently.

  • Minimal Configuration: No Zapier, webhooks, or manual field mapping required for supported forms.

Automatic Form Detection


External Tracking scans your website for supported forms rendered directly in the DOM. Most modern form builders can work after the tracking script is installed.


Supported forms include:

  • WordPress forms, such as Gravity Forms, WPForms, and Contact Form 7

  • Custom HTML forms

  • Forms built with no-code website builders


Forms embedded through iframes or third-party widgets are not supported.

How DOM-Based Form Tracking Works


DOM-based tracking means the form and its fields must exist as readable HTML elements on the page. The tracking script looks for standard form structures and input fields that are available in the page DOM.


A supported form usually includes:

  • A valid <form> HTML element

  • Input fields that include name attributes

  • Fields that are visible and available in the DOM

  • An email field, when contact creation or contact matching is needed


External Tracking works best with forms that behave like standard website forms. This includes many WordPress forms, custom HTML forms, and forms created by no-code website builders.


External Tracking does not read form fields that are hidden inside an iframe or controlled entirely by a third-party widget that does not expose the form inputs on the page.

Smarter Field Mapping


Field mapping is handled automatically through intelligent matching. This helps captured data align with contact records without manual setup.


External Tracking can:

  • Match fields using name, label, and existing custom fields

  • Store unmapped fields safely for later use

  • Support multiple field types, including text fields, dropdowns, checkboxes, and dates

  • Display only relevant fields in the interface

How to Set Up External Tracking


Correct installation helps ensure that external form submissions and page activity are captured reliably for reporting and automation.


Step 1: Get Your Tracking Script

  1. Go to Settings → External Tracking.

  2. Click Copy Script.




The script is unique to your account and connects your website activity to your CRM. Do not modify the tracking ID.


Step 2: Install the Script on Your Website


Paste the script before the closing </body> tag of your website. This allows the script to load on every page and detect supported forms automatically.


<script src="https://link.yourdomain.com/js/external-tracking.js" data-tracking-id="tk_xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"> </script>





You can add the script to multiple website platforms, including WordPress, Shopify, Wix, Webflow, or any custom HTML site.


Step 3: Add the Script to Your Form or Page


Global installation is recommended. You can also place the script directly inside a form or page using an HTML block.

This option is often used in page builders or form editors when you want the script to load with a specific form.







Step 4: Submit the Form


After installation, submit the form as a visitor would. The system automatically detects the form and captures supported field data without additional configuration.


The form continues to behave normally for the visitor while the submission data is sent to your CRM in the background.




Step 5: View Submissions


Captured submissions are available in the form submissions area.

  1. Go to Sites → Forms → Submissions.

  2. Select External Forms to filter the results.





Step 6: View Contact and Activity Details


Each captured submission is attached to a contact record. This gives you visibility into submitted data and user activity.


You can use this information for segmentation, automation, and follow-up.

Supported Form Requirements


External Tracking works automatically when forms meet basic structural requirements.


Supported forms must meet the following requirements:

  • The form must use a valid <form> HTML element.

  • Fields must include name attributes.

  • An email field should be present.

  • Fields must be visible in the DOM.


The following form types are not supported:

  • Iframe-based forms

  • Popup widgets without real form elements

  • Third-party scripts that do not expose inputs

Workflow Triggers


External Tracking can support automation based on website activity and form submissions.


Available triggers include:

  • Page View Trigger: Fires when a visitor lands on a page with the tracking script, even if the visitor is anonymous.

  • Form Submission Trigger: Fires when a detected external form is submitted.


Available filters include:

  • Domain

  • Page path

  • External form name

  • UTM parameters

Frequently Asked Questions


Q. Do I need to configure anything after installing the script?

A. No. Form detection and submission tracking happen automatically for supported forms.


Q. Does this work with Gravity Forms and WPForms?

A. Yes. Most DOM-based WordPress forms are supported out of the box.


Q. Can multiple forms on the same page be tracked?

A. Yes. Each form is detected and tracked independently.


Q. Are iframe-based forms supported?

A. No. Only forms rendered directly in the DOM are supported.


Q. Where can I view submissions?

A. You can view submissions in Forms → Submissions, contact records, and activity logs.


Q. What happens to unmapped fields?

A. Unmapped fields are stored safely and can be used later for mapping or workflows.