Feature index
Everything OrcLink does, from ad click to won deal, with the real status of each
89 capabilities, grouped by the job they do. 55 are built. 29 are built and tested with sample data but not yet run against a live vendor account. 5 are coming soon. Each links to how it works.
- BuiltIn this release.
- Built, not yet tested liveBuilt and tested with sample data. Not yet run against a live account of the vendor it connects to.
- Coming soonNot available in this release.
At sign-up you tell us if you are a healthcare business. Only then does HIPAA mode switch on. In HIPAA mode no ad-platform upload, CRM write-back or outbound webhook leaves until a BAA is recorded (a webhook also needs one for its endpoint; a BAA takes effect only when both parties sign it), and GA4 events stay off. A workspace where nobody answered the question, and a client workspace an agency creates, start in HIPAA mode until the workspace owner turns it off in Conversions, Compliance.
Capture every lead, sale and booking
A first-party script on your site, plus your store, forms and chat, so each conversion keeps the click that brought it.
First-party tracking script
BuiltRecords visits, campaign tags and ad click ids on your own tracking subdomain, also on single-page apps.
Google Tag Manager templates
Built, not yet tested liveInstall the script and send conversions from data layer events with two tag templates.
Cross-domain tracking
BuiltFollow one visitor across your sites by adding each tracking subdomain.
Form capture
BuiltOn the forms you mark, reads the first email and phone field (never the message) and hashes them on arrival.
Form builder guides
Built, not yet tested liveStep-by-step setup for Gravity Forms, Elementor, Webflow, Wix, Unbounce, HubSpot Forms, Calendly and more.
Thank-you page conversions
BuiltCount a visit to your confirmation page as one conversion.
Capture test tool
BuiltCheck a form or thank-you rule before real leads arrive.
Live chat capture
Built, not yet tested liveA chat start or pre-chat form from Tawk.to, Intercom, Drift, LiveChat, Crisp and others becomes a lead. Messages are never read.
Shopify app and pixel
BuiltOrders arrive by webhook and are matched to the ad click.
WooCommerce, BigCommerce, Magento
Built, not yet tested liveA plugin, a checkout script and a module send orders from these stores.
Stripe payments
BuiltFirst payments from your Stripe account become revenue outcomes. Test-mode events are never sent on.
Chargebee, Recurly, ChartMogul
Built, not yet tested liveFirst invoices from your subscription billing tool become revenue outcomes.
Xero
Coming soonInvoices from Xero as revenue outcomes.
Booking engines
BuiltConfirmation-page capture, then reconcile by booking id through the API or CSV. A guide covers SynXis, Roller, BookNow and AXS.
Tie phone calls to the ad that made the phone ring
Tracking numbers that change per visitor, or calls from the call tracker you already use.
Dynamic number insertion
Built, not yet tested liveEach visitor sees a number from your pool, so the call joins their visit, their click and their keyword.
Included from the Small planHow it works: Dynamic number insertion→Static numbers for offline ads
Built, not yet tested liveA fixed number with a fixed source for print, radio or a billboard.
Included from the Small planHow it works: Static numbers for offline ads→Call recording
Built, not yet tested liveOff by default. Locked in HIPAA mode unless a telephony BAA is in place.
Call transcription and keyword tags
Built, not yet tested liveTranscripts of recorded calls, tagged with the words you list. Off by default, never in HIPAA mode.
AI call scoring
Built, not yet tested liveA short summary and a qualified-lead score for each transcribed call.
CallRail, CallTrackingMetrics, Invoca, Infinity, Delacon
Built, not yet tested liveKeep your call tracker. Its calls arrive by webhook and join the journey.
Follow each lead to the won deal
Read deal stages and value from your CRM, or send them by API, webhook or CSV.
CRM stage sync
Built, not yet tested liveReads lead, deal and won stages from Salesforce, HubSpot, GoHighLevel, Pipedrive, Zoho, Dynamics 365, ActiveCampaign, Capsule, Insightly, SugarCRM and monday.com.
CRM write-back
Built, not yet tested liveWrites source, campaign, landing page and click ids into empty CRM fields, so your sales team sees where each lead came from.
Revenue and opportunity API
BuiltSend leads, deals and revenue from any system with PUT /api/v1/revenue and /api/v1/opportunities.
Inbound webhook
BuiltPoint any CRM at one webhook and map its fields.
CSV upload and scheduled import
BuiltUpload a CSV with a dry run and undo, or import on a schedule from SFTP, S3 or HTTPS.
Your own pipeline stages
BuiltName your stages (lead, qualified, opportunity, won) once per workspace. Lost deals and refunds lower the value.
Many currencies
BuiltAmounts stay in their own currency, with ECB rates for one reporting currency. Never a mixed sum.
See which ads make money
Revenue, cost and return per channel, campaign and keyword, with the attribution model you choose.
Attribution models
BuiltFirst touch, last click, linear, time decay, position-based, U-shaped, W-shaped, full path and custom.
Data-driven attribution
BuiltShares credit by how journeys look (Markov chains). Labelled modelled. It is not causal.
Included from the Medium planHow it works: Data-driven attribution→Impression attribution
BuiltA view-through layer from platform impression data, labelled modelled and shown apart from credited numbers.
Included from the Medium planHow it works: Impression attribution→Revenue, cost and ROAS reports
BuiltROI, CPA and ROAS by channel, campaign and keyword, per currency, with period-over-period comparison.
Visitor journeys
BuiltEvery touch before a lead or sale, unsampled.
Segments and campaign groups
BuiltYour own segments, and groups such as brand, non-brand, prospecting and retargeting.
Included from the Medium planHow it works: Segments and campaign groups→Pipeline, forecast and cohorts
BuiltOpen pipeline value, a revenue forecast and lifetime value by cohort.
Direct and unassigned traffic
BuiltSee the visits no rule could name, and fix the rules.
Channel rules and URL builder
BuiltBuilt-in and custom source rules, tagging guides for twelve platforms, and a URL builder that refuses personal data.
Modelled fill
BuiltOptional fill for unmatched outcomes. Off by default, always labelled modelled, with the unmatched count next to it.
Ad cost by CSV
BuiltUpload cost for any platform, so every channel has a return.
Ad cost import by API
Built, not yet tested liveDaily cost, impressions and clicks from connected ad accounts.
Marketing mix model
BuiltA rough, directional estimate of each channel's return from weekly totals, with diminishing-returns curves. Needs 26 complete weeks of data.
Included from the Advanced planHow it works: Marketing mix model→Budget scenario planner
BuiltTry a budget split over the same model. A rough, directional estimate, not a forecast you can bank.
Included from the Advanced planHow it works: Budget scenario planner→
Send real conversions back to ad platforms
Leads, deals and sales go back to the platforms that bid on them. By default you approve each batch first.
Approval before upload
BuiltBy default each upload waits in a batch for an owner or admin to approve. Health data is stripped and every send is written to an audit log.
Meta Conversions API
BuiltLeads and sales with hashed email, phone and fbclid. Event ids match your pixel, so Meta counts each once.
Google Ads offline conversions
BuiltGCLID, GBRAID and enhanced conversions for leads through the Data Manager API.
TikTok Events API
BuiltServer-side conversions to TikTok.
LinkedIn Conversions API
BuiltServer-side conversions to LinkedIn.
Microsoft Advertising
Built, not yet tested liveOffline conversions by MSCLKID, and enhanced conversions.
Reddit Conversions API
Built, not yet tested liveServer-side conversions to Reddit.
Snapchat, Pinterest, X
Built, not yet tested liveServer-side conversions to each.
OpenAI Ads Conversions API
Built, not yet tested liveServer-side conversions to OpenAI Ads.
Campaign Manager 360 and SA360
Built, not yet tested liveOffline conversions to Google's enterprise ad tools.
Stage and call events
Built, not yet tested liveSend a qualified call, a deal stage or revenue as its own event type.
Values for value-based bidding
BuiltEach upload carries the deal or order value, so the platform can bid on revenue.
Amazon Ads
Coming soonConversions to Amazon Ads.
StackAdapt
Coming soonConversions to StackAdapt.
The Trade Desk
Coming soonConversions to The Trade Desk.
Run smart links and creator links
Short links on your own domain that route by country or device, test pages and track creators.
Short links on your domain
BuiltBranded short links on a custom domain. Links keep redirecting after a downgrade or cancel.
Routing by country and device
BuiltOne link sends each visitor to the right store or page.
A/B split tests
BuiltSplit traffic between pages and read the result per variant.
Bio pages
BuiltOne page for all your links, on every plan.
QR codes
BuiltA QR code for any link, on every plan.
Creator and affiliate links
BuiltA link per creator, with clicks, orders, revenue and commission, and a portal where each creator sees their own numbers.
Get your data out
An open API, webhooks, warehouse files and spreadsheets. Your data is never locked in.
Open read and write API
BuiltDocumented in public at /docs/api.
Outbound webhooks
BuiltSigned events for new forms, chats, calls, opportunities and revenue, with a delivery log.
Warehouse export
Built, not yet tested liveDaily files to S3, BigQuery, PostgreSQL, SQL Server, with scripts for Snowflake and Redshift.
Included from the Medium planHow it works: Warehouse export→SNS and SQS streams
Built, not yet tested liveThe webhook events as Amazon SNS or SQS messages.
Included from the Medium planHow it works: SNS and SQS streams→Google Sheets export
Built, not yet tested liveReport rows in a spreadsheet you own.
Included from the Small planHow it works: Google Sheets export→GA4 events
Built, not yet tested liveLeads and sales sent to GA4 through the Measurement Protocol.
Zapier
Built, not yet tested liveA private Zapier app with triggers and actions. Not yet published in Zapier's directory.
Looker Studio connector
Built, not yet tested liveReport rows and daily ad spend with a read-only key.
BI tool guides
BuiltTableau, Power BI, Looker and Domo through the warehouse export or the read API.
Klaviyo and Marketo
Built, not yet tested liveLead source on the profile, and an event per lead and chosen stage.
Get a plain-language read on your numbers
An AI analyst and a media planner that see report totals only, never people.
AI Analyst
Built, not yet tested liveFlags material changes in leads, revenue, spend, CPL, ROAS and match rate, and answers questions about your reports. It sees report totals only; small groups are folded.
Included from the Advanced planHow it works: AI Analyst→AI Media Planner
Built, not yet tested liveBudget recommendations with reasons, written from the marketing mix model: a rough, directional estimate.
Included from the Advanced planHow it works: AI Media Planner→
Run many clients from one login
Client workspaces, client roles, share links and your own branding.
One login for every client
BuiltA workspace per client, a switcher, and a roll-up across clients.
Client logins that see reports only
BuiltA client role for reports, with an "aggregates only" switch per workspace.
Share links for reports
BuiltA read-only link to one report view. It expires within 90 days and you can revoke it.
White-label
BuiltYour product name, logo and colours, and client emails sent from your own verified domain.
Roles and permissions
BuiltOwner, admin, member, viewer and client roles.
Client setup templates
BuiltStart a new client workspace from a saved setup.
Track without putting people at risk
Consent, privacy signals, HIPAA mode, data requests and retention controls.
Consent manager support
BuiltThe tracking script follows CookieYes, OneTrust, Cookiebot, Google Consent Mode v2 and IAB TCF: load your consent manager first and the script writes nothing until the visitor answers. Link redirects and the Shopify pixel do not wait for a consent banner.
Global Privacy Control and Do Not Track
BuiltA browser that sends Global Privacy Control is treated as a refusal.
Strict consent mode
BuiltClick-level attribution with no visitor cookie and no fingerprint.
Deterministic matching
BuiltA conversion joins a click by its click id, your own order or lead id, or a hashed email or phone captured earlier. No fingerprints, no guesses by time.
HIPAA mode
BuiltHashes only, no page paths, generic event names. Sends stay off until the workspace owner records in the app that a BAA is signed; the BAA takes effect only when both parties sign it.
Privacy requests
BuiltFind, export, delete or opt out one person, from the dashboard or a public request form. The data processing agreement is a draft and not in effect.
Retention you set
Built24 months by default, or 90 days, 12 months or no time limit. Once HIPAA mode is set for the workspace: 90 days, or 12 or 24 months with a typed confirmation.
Encrypted secrets
BuiltConnection secrets are encrypted with AES-256-GCM.
EU and UK data region
Coming soonA data region per workspace. No EU or UK deployment runs yet.
Not in OrcLink
OrcLink holds no ISO or SOC 2 certificate. The data processing agreement is a draft that counsel has not yet approved, so it is not in effect. For the full list against one competitor, read OrcLink and Ruler Analytics, row by row.
Try the built parts on your own data.
Start on the Free plan. Install the script, connect one source, and see the first leads and sales joined to their ads.
Start free1. Create your account
Name, email and password. You start on the Free plan, and tell us if you are a healthcare business.
2. Pick your setup
A short setup asks for your store and makes a first tracked link. No store? Pick "No store" and go straight to installing the script.
3. Install the script and connect sources
Add /t.js to your site, then connect your CRM, store, payments, forms or calls from the dashboard.