Measuring enquiries tied to an integration use case

A joint launch may produce listing views, partner referrals, enquiries and actual integration use. These are different events.

Define one qualified enquiry before launch: a person at an eligible organisation asking about the specific connected workflow, not a generic request for either product.

For partner links, use UTM source, medium and campaign parameters; retain term and content where present. Agree the campaign value before launch and use it on both partners’ links to identify the specific integration use case.

Capture the UTM values in hidden fields in Zoho Forms and pass them with the enquiry into Zoho CRM. Zoho CRM can upsert records by email; treat two submissions from the same person about this use case as one shared enquiry with two touchpoints, not two new prospects.

Keep the source and date for each touchpoint on the shared enquiry. Count the enquiry once and report its recorded touchpoints alongside it; a last recorded click is a touchpoint, not proof that one partner caused the enquiry or all resulting revenue.

A marketplace listing can help customers discover an app, but a listing view proves neither an installation nor a sale. Report listing views, referrals, enquiries and actual integration use as separate events.

Follow the funnel through eligibility, installation and first useful joint action, where consent and data access allow. Define eligibility rate as eligible enquiries divided by qualified enquiries; define eligible-enquiry-to-installation rate as installations divided by eligible enquiries; define install-to-first-useful-action rate as first useful joint actions divided by installations.

Review the enquiry records with sales and support. Record whether the person asked about the promised use case and whether a plan limit or setup requirement blocked them, so teams can adjust the claim or targeting from that evidence.

Monitor initial installations and usage after launch. Do not credit all resulting revenue to one partner just because its link was the last recorded click.

Key Performance Metrics for Integration Use Cases