Capture form submissions from external websites directly into your CRM with zero manual setup. The enhanced External Tracking feature automatically detects supported forms like Gravity Forms, WPForms, and custom HTML forms, then sends submissions into your system in real time. This eliminates the need for third-party tools, 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 your external website activity to your CRM, allowing you to track page views and automatically capture form submissions from third-party sites.


With the latest enhancement, External Tracking now automatically detects DOM-based forms and captures submissions without requiring manual configuration, making it significantly easier to track leads from platforms like WordPress, Shopify, Wix, and custom-built websites.

Key Benefits of External Tracking


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

  • Automatic Form Detection: detects supported forms like Gravity Forms, WPForms, and custom HTML automatically

  • Real-Time Submission Capture: instantly captures submissions without delays or integrations

  • Automatic Contact Creation: creates or updates contacts immediately after submission

  • 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

  • Zero Configuration: no need for third-party tools, webhooks, or manual mapping

Automatic Form Detection


External Tracking scans your website for supported forms rendered directly in the DOM, allowing most modern form builders to work instantly after installation. This removes the need for manual validation and ensures a seamless experience when capturing leads from external sites.


Supported forms include:

  • WordPress forms (Gravity Forms, WPForms, Contact Form 7)

  • Custom HTML forms

  • No-code website builders


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

Smarter Field Mapping


Field mapping is handled automatically using intelligent matching, ensuring that captured data aligns with your contact records without requiring manual setup. This improves data accuracy and reduces the need for post-submission cleanup.

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

  • Stores unmapped fields safely for later use

  • Supports multiple field types (text, dropdowns, checkboxes, dates, etc.)

  • Displays only relevant fields in the UI

How To Setup External Tracking


Correct installation ensures that all external form submissions and page activity are captured reliably, enabling accurate reporting and automation.


Step 1: Get Your Tracking Script


Go to Settings → External Tracking


Click Copy Script


External Tracking settings page showing the script and “Copy Script” button



This script is unique to your account and acts as the connection between your website and your CRM. Do not modify the tracking ID.


Script snippet with the tracking ID visible


Step 2: Install the Script on Your Website


Paste the script before the closing </body> tag of your website so it loads on every page and can detect forms automatically.

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


Example WordPress dashboard where the script will be added


This can be implemented across multiple platforms including WordPress, Shopify, Wix, Webflow, or any custom HTML site.


Step 3: Add Script to Your Form or Page (Optional Example)


Although global installation is recommended, you can also place the script directly inside a form using an HTML block. This is often used in page builders or form editors for quick implementation.


WordPress Forms list selecting a form to edit


Once inside the form builder, you can insert the script into an HTML block to ensure it loads with the form.


HTML block inside a form with the tracking script added


Step 4: Submit the Form


After installation, simply submit the form as a user would. The system will automatically detect the form and capture all supported field data without additional configuration.


Example external form (Gravity Form) filled out on a webpage


Once submitted, the form behaves normally from the user’s perspective while sending data to your CRM in the background.


Form submission confirmation message displayed to the user

Step 5: View Submissions


Captured submissions are instantly available inside your system, allowing you to review and manage incoming leads.


Navigate to Sites → Forms → Submissions


Select External Forms to filter results


Submissions dashboard displaying captured external form entries


Step 6: View Contact & Activity Details


Each submission is also attached to a contact record, providing full visibility into the captured data and user activity. This allows you to use the information for segmentation, automation, and follow-up.


Activity details panel showing captured fields and unmapped data

Supported Form Requirements


External Tracking works automatically when forms meet basic structural requirements, ensuring reliable detection and data capture.


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


Not supported:

  • Iframe-based forms

  • Popup widgets without real form elements

  • Third-party scripts that do not expose inputs

Workflow Triggers


External Tracking enables automation based on user behavior, allowing you to respond to leads instantly and efficiently.

  • Page View Trigger: fires when a visitor lands on a page with the tracking script (even anonymously)

  • Form Submission Trigger: fires when a detected form is submitted


Available filters:

  • Domain

  • Page path

  • External form name

  • UTM parameters

Frequently Asked Questions


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

No. Form detection and submission tracking happen automatically.


Q: Does this work with Gravity Forms and WPForms?

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


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

Yes. Each form is detected and tracked independently.


Q: Are iframe-based forms supported?

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


Q: Where can I view submissions?

In Forms → Submissions, as well as within contact records and activity logs.


Q: What happens to unmapped fields?

They are stored safely and can be used later for mapping or workflows.

Need Help?


If you need help setting up External Tracking or troubleshooting form submissions, contact support or your system administrator for assistance.