Your client’s account
Each workspace uses its customer’s own authorization or credentials. Provider setup requirements vary.
Keep their CRM. Keep the outcome with the lead.
Your client works in their own account. A configured outcome connection or workflow matches the recorded result back to the original lead, so its campaign stays in the report.
Illustrative example · Sample data
One lead. The same identifier.
- Original leadExample 001
Source: Meta · Spring roofs
- Client’s CRM recordAttrival Lead ID: Example 001
Carried by the configured delivery workflow
- Matching outcomeWon · $18,500 USD
Returned against that lead’s identifier
Example identifiers are illustrative. Actual matching uses the lead ID returned by Attrival.
Set up delivery and matching together.
The workflow that delivers the lead to the client’s CRM must also carry the Attrival Lead ID. That identifier lets a later outcome update refer to the same lead.
The same lead ID
Store the returned Attrival Lead ID in the configured CRM field. Outcomes are not matched by guessing from a name or email.
Explicit outcome mapping
Map stages and amount fields deliberately, confirm currency and enable the configured sync path. An open stage is not automatically a win.
Check the result before calling setup complete.
Receipt of a lead and receipt of its matching outcome are separate checks. Use a deliberately supplied test lead in an authorized client or sandbox account.
Verify lead delivery
Check the destination workspace, original source, campaign and contact fields.
Verify the matching outcome
Change the same test record in the authorized CRM and inspect its recorded result and value in Attrival.
Review connection health
Check actual sync or event timestamps and actionable failure or stalled-sync notices. External email/Slack alert delivery is not configured.
A few details before you start.
What if the client has no CRM?
Authorized users can update manually managed leads with outcomes, values, notes and follow-ups. CRM-managed outcomes remain controlled by that CRM.
What happens if the outcome does not match?
A stable Attrival Lead ID must be present in the configured workflow. Check the ID, mapping and connection health; do not count an unmatched update as a confirmed client outcome.
Start with the client you need to report on.
Creating a workspace does not start a paid subscription.