We are tracking incoming phone calls generated from a site. Currently, a third party is tracking the customer's movement on-site & analytics... The Incoming calls from dynamic number insertion are created as leads via API. I currently attach some of their analytics data in a note but would like to leverage the HubSpot tracking cookie and submit the contact utilizing HubSpot tracking...
The HubSpot Cookie data will remain anonymous until the visitor converts (usually by submitting a form).
The HubSpot Cookies will keep track of page visits on the site (before and after the conversion). And, once the visitor converts the history will be added to the contact (assuming the visits are from the same device).
The challenge will be duplications – HubSpot deduplicates contacts using the email address – do you capture email address? You could push the "third party" id into HubSpot and use code or humans to deduplicate.
There may be a way to achieve your goal – but I would need more information.
If you'd like to discuss this please send me a message.
p.s. disclaimer: my company is a HubSpot Partner Agency based in New Zealand
When I have a client on the site, I do a dynamic number insertion. So the client is shown a unique phone number for that session and a unique ID.
We grab utm, ga, landing and last page... so if a call comes in on that number during a live session we create a new lead with that data, but what I'm missing is the hubspotutk.
So as you see it is essentially a form fill, being submitted to HubSpot via api. What I would like to do is also submit the hubspotutk cookie data (which I have access to on my site) and send it alongside of the utm and _ga analytics cookie data when creating a contact via API.
And to prevent duplicate contacts being created from the same caller, we use their phone number @ fake domain as an email address until we collect a real email address and set it as a primary address. This way subsequent calls get tied to the same contact, but under a new engagement, for that contact.
As far as I know, you cannot use phone number as a unique identifier?
Hi, @Nathan951👋 Thanks for reaching out. I have a feeling there isn't a simple answer to be found here. And let's see if we can get the conversation going — hey @himanshurauthan@Mike_Eastwood do you have any thoughts? Or clarifying questions to help give us more context?