Help Center
Setup guides for every integration and install path, and answers to common questions.
Live: shipped in OrcLink's production release before this one. Built, not yet tested live: built and tested with sample data, not yet run against a live account of the vendor. Coming soon: listed, not available to connect yet.
Install
- Install the OrcLink script (/t.js)
The first-party script: visits, click ids, form capture and the hidden click-id field, on your own tracking subdomain.
- Google Tag Manager
Two tag templates: the capture script on all pages, and conversions from data layer events.
- Thank-you pages
Count a visit to your own thank-you or confirmation page as one conversion.
URL tagging
- Tagging Google Ads links
UTM parameters for Google Ads, the click id OrcLink reads, and the channel the click lands in.
- Tagging Meta (Facebook, Instagram) links
UTM parameters for Meta (Facebook, Instagram), the click id OrcLink reads, and the channel the click lands in.
- Tagging Microsoft Advertising links
UTM parameters for Microsoft Advertising, the click id OrcLink reads, and the channel the click lands in.
- Tagging TikTok links
UTM parameters for TikTok, the click id OrcLink reads, and the channel the click lands in.
- Tagging Pinterest links
UTM parameters for Pinterest, the click id OrcLink reads, and the channel the click lands in.
- Tagging LinkedIn links
UTM parameters for LinkedIn, the click id OrcLink reads, and the channel the click lands in.
- Tagging Reddit links
UTM parameters for Reddit, the click id OrcLink reads, and the channel the click lands in.
- Tagging Display & Video 360 links
UTM parameters for Display & Video 360, the click id OrcLink reads, and the channel the click lands in.
- Tagging StackAdapt links
UTM parameters for StackAdapt, the click id OrcLink reads, and the channel the click lands in.
- Tagging AdRoll links
UTM parameters for AdRoll, the click id OrcLink reads, and the channel the click lands in.
- Tagging Awin links
UTM parameters for Awin, the click id OrcLink reads, and the channel the click lands in.
- Tagging Email links
UTM parameters for Email, the click id OrcLink reads, and the channel the click lands in.
Forms
- Form builders
Which capture method each form builder needs.
- Gravity Forms
Capture Gravity Forms submissions with the OrcLink script.
- Elementor Pro forms
Capture Elementor Pro forms submissions with the OrcLink script.
- Webflow forms
Capture Webflow forms submissions with the OrcLink script.
- Ninja Forms
Capture Ninja Forms submissions with the OrcLink script.
- Contact Form 7
Capture Contact Form 7 submissions with the OrcLink script.
- WPForms
Capture WPForms submissions with the OrcLink script.
- Instapage
Capture Instapage submissions with the OrcLink script.
- Unbounce
Capture Unbounce submissions with the OrcLink script.
- Wix Forms
Capture Wix Forms submissions with the OrcLink script.
- HubSpot FormsBuilt, not yet tested live
Count a HubSpot Forms form submission in its embed as a conversion.
- CalendlyBuilt, not yet tested live
Count a Calendly booking in its embed as a conversion.
- TypeformBuilt, not yet tested live
Count a Typeform form submission in its embed as a conversion.
- JotformBuilt, not yet tested live
Count a Jotform form submission in its embed as a conversion.
- GoHighLevelBuilt, not yet tested live
Count a GoHighLevel form submission in its embed as a conversion.
Live chat
- Tawk.toBuilt, not yet tested live
Count a Tawk.to conversation as a conversion, from the OrcLink script on your page.
- IntercomBuilt, not yet tested live
Count a Intercom conversation as a conversion, from the OrcLink script on your page.
- DriftBuilt, not yet tested live
Count a Drift conversation as a conversion, from the OrcLink script on your page.
- LiveChatBuilt, not yet tested live
Count a LiveChat conversation as a conversion, from the OrcLink script on your page.
- OlarkBuilt, not yet tested live
Count a Olark conversation as a conversion, from the OrcLink script on your page.
- Pure ChatBuilt, not yet tested live
Count a Pure Chat conversation as a conversion, from the OrcLink script on your page.
- Zoho SalesIQBuilt, not yet tested live
Count a Zoho SalesIQ conversation as a conversion, from the OrcLink script on your page.
- HubSpot chatBuilt, not yet tested live
Count a HubSpot chat conversation as a conversion, from the OrcLink script on your page.
- CrispBuilt, not yet tested live
Count a Crisp conversation as a conversion, from the OrcLink script on your page.
Call tracking
- Show tracking numbers on your site (number swap)Built, not yet tested live
Dynamic number insertion from an OrcLink number pool: each visitor sees their own number, so the call joins their visit.
- CallTrackingMetricsBuilt, not yet tested live
Send completed calls to OrcLink by webhook. Each call becomes a call outcome.
- CallRailBuilt, not yet tested live
Send post-call webhooks to OrcLink. OrcLink checks each one with your CallRail signing token.
- InvocaBuilt, not yet tested live
Send completed calls to OrcLink by webhook. Add the secret as a custom header or as the Basic-auth password.
- InfinityBuilt, not yet tested live
Send completed calls to OrcLink by webhook. Add the secret as a custom header or as the Basic-auth password.
- DelaconBuilt, not yet tested live
Send completed calls to OrcLink by webhook. Add the secret as a custom header or as the Basic-auth password.
- Call transcription and keyword tagsBuilt, not yet tested live
Transcripts of recorded calls to your OrcLink tracking numbers, and tags for the keywords you list.
- AI call scoringBuilt, not yet tested live
A short AI summary and a qualified-lead score for each transcribed call.
CRM
- GoHighLevelBuilt, not yet tested live
Connect a GoHighLevel sub-account. Contacts, opportunities and appointments become outcomes by webhook.
- HubSpotBuilt, not yet tested live
Turn HubSpot deal stages and contact lifecycle changes into OrcLink outcomes, matched back to the ad click.
- SalesforceBuilt, not yet tested live
Pull Lead and Opportunity changes from Salesforce. Stage changes and won deals become outcomes.
- PipedriveBuilt, not yet tested live
Turn Pipedrive deal stages and won deals into OrcLink outcomes, matched back to the ad click.
- Zoho CRMBuilt, not yet tested live
Pull Zoho CRM lead and deal changes. Stage changes and won deals become outcomes, matched back to the ad click.
- Microsoft Dynamics 365Built, not yet tested live
Pull Dynamics 365 lead and opportunity changes. Stage changes and won opportunities become outcomes, matched back to the ad click.
- ActiveCampaignBuilt, not yet tested live
Paste your ActiveCampaign API URL and key. Deal stage changes and won deals become outcomes, matched back to the ad click.
- Capsule CRMBuilt, not yet tested live
Pull Capsule opportunity milestones into OrcLink outcomes, matched back to the ad click.
- InsightlyBuilt, not yet tested live
Pull Insightly lead statuses and opportunity stages into OrcLink outcomes, matched back to the ad click.
- SugarCRMBuilt, not yet tested live
Pull SugarCRM lead statuses and opportunity stages into OrcLink outcomes, matched back to the ad click.
- Monday.comBuilt, not yet tested live
Read the boards you pick as a CRM: a status column becomes the stage. Items become OrcLink outcomes, matched back to the ad click.
Ecommerce
- ShopifyLive
The Shopify app: orders by webhook, matched to the ad click.
- WooCommerceBuilt, not yet tested live
Send orders to OrcLink by WooCommerce webhook. Each paid order becomes an order outcome, matched to the ad click by the olid the OrcLink plugin saves on the order.
- BigCommerceBuilt, not yet tested live
Send order webhooks to OrcLink. OrcLink reads each order from your store with an API token, so the order is the store's own record.
- Magento / Adobe CommerceBuilt, not yet tested live
Send orders to OrcLink from the OrcLink Magento module or an Adobe Commerce webhook. Each paid order becomes an order outcome.
Payments
- ChargebeeBuilt, not yet tested live
Send paid invoices, voids and refunds to OrcLink by webhook. Use the secret as the Basic-auth password.
- RecurlyBuilt, not yet tested live
Send invoice notifications to OrcLink by webhook. OrcLink checks each one with your webhook signing key, then reads the invoice from Recurly with your API key.
- ChartMogulBuilt, not yet tested live
Send paid invoices and refunds to OrcLink by webhook. Add the secret as a custom header or as the Basic-auth password.
- XeroComing soon
Record paid sales invoices from Xero. OrcLink checks each webhook with your Xero webhook key and reads the invoice from Xero.
Ad platforms
- Meta Conversions APILive
Send outcomes to Meta Conversions API through the approval gate, matched by click id or hashed email and phone.
- Google Ads (Data Manager API)Live
Send outcomes to Google Ads (Data Manager API) through the approval gate, matched by click id or hashed email and phone.
- TikTok Events APILive
Send outcomes to TikTok Events API through the approval gate, matched by click id or hashed email and phone.
- LinkedIn Conversions APILive
Send outcomes to LinkedIn Conversions API through the approval gate, matched by click id or hashed email and phone.
- OpenAI Ads Conversions APIBuilt, not yet tested live
Send outcomes to OpenAI Ads Conversions API through the approval gate, matched by click id or hashed email and phone.
- Microsoft Advertising offline conversionsBuilt, not yet tested live
Send outcomes to Microsoft Advertising offline conversions through the approval gate, matched by click id or hashed email and phone.
- Reddit Conversions APIBuilt, not yet tested live
Send outcomes to Reddit Conversions API through the approval gate, matched by click id or hashed email and phone.
- Snapchat Conversions APIBuilt, not yet tested live
Send outcomes to Snapchat Conversions API through the approval gate, matched by click id or hashed email and phone.
- Pinterest Conversions APIBuilt, not yet tested live
Send outcomes to Pinterest Conversions API through the approval gate, matched by click id or hashed email and phone.
- X Conversion APIBuilt, not yet tested live
Send outcomes to X Conversion API through the approval gate, matched by click id or hashed email and phone.
- Amazon Ads Conversions APIComing soon
Coming soon. Amazon Ads: not available yet. It needs an Amazon Ads API client approved by Amazon and a Login with Amazon sign-in, which OrcLink does not have yet, and Amazon needs the country of each conversion, which OrcLink does not store.
- StackAdapt conversionsComing soon
Coming soon. StackAdapt: not available yet. StackAdapt matches server conversions on its own click id, which OrcLink cannot store yet, and StackAdapt's postback format is not published.
- The Trade Desk conversionsComing soon
Coming soon. The Trade Desk: not available yet. OrcLink would match only on the click (impression) id carried in the landing URL, never on TDID or other cross-site ids, and it cannot store that id yet; the API format is not public.
- Campaign Manager 360 / SA360 offline conversionsBuilt, not yet tested live
Send outcomes to Campaign Manager 360 / SA360 offline conversions through the approval gate, matched by click id or hashed email and phone.
Data in
Data out
- Looker StudioBuilt, not yet tested live
A community connector that reads OrcLink report rows and daily ad spend with a read-only API key.
- Google SheetsBuilt, not yet tested live
A daily copy of one report view (aggregates only, never person-level rows) into a sheet OrcLink creates, while the scheduled jobs export and jobs run (your OrcLink operator schedules them).
- BI tools: Tableau, Power BI, Looker, Domo
Read report rows and daily ad spend with the read API; starter queries for Power BI and a CSV script.
- Whatagraph
Read OrcLink report rows or ad spend into Whatagraph through the read API.
Automation
Marketing tools
- KlaviyoBuilt, not yet tested live
Write each lead's source, medium, campaign and channel to its Klaviyo profile, and send an OrcLink event for the lead and the stages you pick.
- MarketoBuilt, not yet tested live
Write each lead's source, medium, campaign and channel to the Marketo lead, and add a custom activity for the lead and the stages you pick.
- AwinBuilt, not yet tested live
Visits with Awin's awc click id (or utm_source=awin) are put in the Affiliate (Awin) channel, so affiliate leads and sales show in your reports.
Warehouse
- Amazon S3Built, not yet tested live
Gzip CSV per table and day (CSV now; Parquet later), with a _SUCCESS marker.
- Google BigQueryBuilt, not yet tested live
A load job per table and day into a day-partitioned table (the day is replaced).
- PostgreSQLBuilt, not yet tested live
One transaction per table and day (delete the day, insert the day). TLS required.
- Snowflake (script over the S3 export)Built, not yet tested live
Snowflake reads the S3 export: set up an S3 destination, then run the generated script (a stage on your bucket and one COPY INTO per table) in Snowflake. Snowflake's SQL API has no PUT, so OrcLink cannot load Snowflake directly without your bucket.
- Amazon Redshift (script over the S3 export)Built, not yet tested live
Redshift reads the S3 export: set up an S3 destination, then run the generated script (a COPY per table and day) in Redshift.
- Microsoft SQL ServerBuilt, not yet tested live
One transaction per table and day (delete the day, insert the day). TLS from the first byte (TDS 8.0 strict encryption): SQL Server 2022 or Azure SQL.
- Amazon SNS topicBuilt, not yet tested live
Publish: the same events and bodies as a webhook endpoint.
- Amazon SQS queueBuilt, not yet tested live
SendMessage: the same events and bodies as a webhook endpoint.
AI
- AI AnalystBuilt, not yet tested live
A check for material changes in leads, revenue, spend, CPL, ROAS and match rate, explained in plain language, and a chat about your reports.
- AI Media PlannerBuilt, not yet tested live
Budget recommendations with reasons, written from the marketing mix model: a rough, directional estimate.
Privacy
- Requests from the people in your data
Find, export, delete or opt out one person, from the dashboard or from a request form you link from your privacy policy.
- How long data is kept
The workspace retention setting: 90 days, 12 months, 24 months or no time limit.
- Global Privacy Control and Do Not Track
How OrcLink treats a browser that sends Global Privacy Control or Do Not Track.
- Data region
Where a workspace's data is stored.
- Data processing agreement and sub-processors
Where to find the draft data processing agreement and the sub-processor list.