Integration Sources Report

Track where your estimates originate from by monitoring integration sources like Workglue, Zapier, and other connected apps.

The Integration Sources Report in PaintScout tracks where your estimates originate from, showing which connected apps and integrations generate your quotes.

How are source names and IDs populated?

Direct integrations like Workglue automatically populate the source name and ID columns. For estimates created via Zapier, you must manually enter the source information in the Zapier action step when setting up your zap.

Label the Source Name with the originating app (e.g., HubSpot) or indicate it was created through Zapier.

Why use this report?

1. Track Estimate Origins: Identify where your estimates come from and measure the effectiveness of each integration source.
2. Align Your Tech Stack: Understand how your tools work together to build a more efficient technology ecosystem.

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