How to track lead source in Invoca

Invoca is where enterprise teams turn phone conversations into signals: a call gets scored, classified, and labeled as a sale, a qualified lead, an appointment. What Invoca doesn’t natively close the loop on is which marketing channel produced each of those calls in the first place.

SourceLoop connects that end to end. Every call to an Invoca tracking number becomes a lead with its first-touch and last-touch source, the UTMs, and the caller’s full pre-call journey. And because Invoca’s AI signals come across too, those leads arrive already tagged with the outcome, with sale and qualified signals lifting the lead’s status automatically.

Five steps. You’ll connect your token, then point Invoca’s webhook at SourceLoop using values it generates for you.

What SourceLoop captures from Invoca

For every call to an Invoca tracking number, SourceLoop records a lead with Type: Call that carries:

• First-touch and last-touch source of the calling visitor
• UTM parameters from the landing URL (source, medium, campaign, content, term)
• The full pre-call journey: pages and ads the caller engaged with before dialing, when they visited your site first
• Caller details: phone number, plus city, state, or country when Invoca has them
• Call facts: duration and call disposition
• Recording and transcript links, when Invoca has them
• Invoca’s AI signals as tags and status: signals like Sale, Qualified, or Appointment Made become lead tags, and sale or qualified signals push the lead to Won or Qualified

Before you start

You’ll need:

• A SourceLoop workspace (free trial)
• The SourceLoop tracker installed on the pages where your Invoca numbers appear
• An Invoca account with a tracking number live on your site
• Permission to create an API credential and add a webhook in Invoca
• Your Invoca vanity subdomain (the first part of your Invoca URL)
• Admin or Owner role in SourceLoop

Step 1: Install the SourceLoop tracking script

A call’s source comes from the browsing session ahead of it, so the tracker has to be live wherever your Invoca numbers appear. If it’s already running for your other conversions, skip to Step 2.

If not, add the SourceLoop snippet across your site. See Install the SourceLoop tracking pixel.

Step 2: Create an API credential in Invoca

1. In Invoca, open Integrations -> Manage Integrations -> Invoca APIs.
2. Click + New API Credential in the top right and copy the token.
3. Note your vanity subdomain: the first part of your Invoca URL, so acme.invoca.net means you enter acme.

Step 3: Connect Invoca in SourceLoop

1. Sign in to SourceLoop and open Setup -> Phone.
2. Click Connect on the Invoca card.
3. Paste your API token and your vanity subdomain.
4. Click Connect.

SourceLoop validates the token against your Invoca tenant. Once it’s confirmed, the card expands a Setup required in Invoca panel with everything you need for the next step.

Step 4: Point Invoca’s webhook at SourceLoop

The Setup required panel gives you a webhook address and a recommended payload, both generated for your connection.

Follow the numbered steps in the panel to open Invoca’s Custom Webhooks settings, add a webhook, paste in the address and the payload, and save. Copy the values straight from the panel since they’re unique to your workspace.

Step 5: Verify it’s working

Open your site in an incognito window, append ?utm_source=test&utm_medium=verify&utm_campaign=invoca-check to the URL, then call the Invoca tracking number on the page and stay on for a few seconds.

Soon after the call ends, it shows at the top of your Contacts Hub in SourceLoop with the three test UTM values, the landing page, the duration, and the full pre-call session. If Invoca has already classified the call, you’ll see its signals on the lead as tags. If nothing appears, confirm the webhook in Invoca is saved with the recommended payload and is firing on completed calls.

Where to see Invoca calls in SourceLoop

Contacts Hub

Each captured call becomes a contact row at app.sourceloop.ai/contacts, complete with the caller’s pre-call journey and any Invoca signals as tags, so the call’s marketing origin and its outcome sit on the same record.

Attribution dashboard

At app.sourceloop.ai/dashboards/traffic, calls roll up by source, medium, and campaign alongside your other conversions. Because Invoca’s qualified and sale signals carry through, you can see which channels drive calls that actually convert, not just calls that connect.

Funnel reports

Build a funnel at app.sourceloop.ai/funnels that ends in a qualified phone call, then slice by source or landing page to find the paths that produce your best conversations.

To train paid channels on real outcomes, forward Invoca’s qualified and won calls back to Google Ads, Meta, and LinkedIn as offline conversions. Connect your Google Ads account covers the setup.

Need a lighter-weight option? CallRail connects in one click with no manual webhook step, and CallTrackingMetrics is a strong mid-market choice.