You generate leads on Hubspot CRM, and would like to know where they are from?
This simple method allows you to track the source of your leads in HubSpot CRM.
This allows you to improve your marketing campaigns by targeting the sources that generate the best results.
Let’s have a look at this method.
How to track the source of leads in HubSpot CRM
How does Leadsources track the source of your leads?
Leadsources is a simple tool that tracks the source of your leads. Once added to your website, it tracks up to 7 lead source data for each lead you generate.
Leadsources collects visitor data via cookies and UTM parameters when someone visits your website, mapping out details like channel, source, campaign, term, content, and the landing page along with the subfolder they entered through.
After form submission, the lead's contact information (email, name, and more) is sent to HubSpot CRM, alongside the source data tracked by Leadsources (channel, source, and so on).
How to track the source of your leads in Hubspot CRM?
Follow these 3-easy steps today (it's free):
- Join Leadsources.io with a free sign-up.
- Insert the Leadsources tracking code on your website – refer to this article for guidance.
- Add hidden fields to your form for storing lead source data. Leadsources is compatible with any form builder. Check out this article for guidance on your specific builder.
... and you are ready to track the source of your leads🎉
Once a form is submitted on your site, Leadsources populates the hidden fields with relevant lead source information:
- Channel
- Source
- Campaign
- Term
- Content
- Landing Page
- Landing Page Subfolder
Upon the submission of your form, lead source data from the hidden fields gets sent to HubSpot CRM, and you can access it on your leads dashboard.
You now have insightful information about the source of each lead!
Performance reports: Lead, sales, and revenue by source
What data is tracked in HubSpot CRM?
Up to 7 data points are inserted into your form by Leadsources:
- Channel: Type of traffic, categorized into 10 channels including Paid Search, Organic Search, Email Marketing, and more.
- Source: Specific platform or source that sends visitors, like Facebook or Instagram for "Organic Social."
- Campaign: Name of the specific marketing campaign, helpful for tracking performance across multiple campaigns.
- Term: Targeted keyword for campaigns, such as "Corporate lawyer in New York."
- Content: Specific ad element clicked by the visitor.
- Landing Page: URL of the landing page where the lead landed.
- Landing Page Subfolder: Subfolder of the landing page URL. In this example, "/products/" is the subfolder of the landing page URL "https://www.example.com/products/".
Creating your first performance reports
1. Lead source reports
Discover more about your lead sources with the help of lead reports.
Segment your leads by channel initially to determine which channels yielded the greatest number of leads.
Isolate a specific channel, such as Search Paid (Google Ads), and categorize your Google Ads leads by campaign to uncover which campaign is contributing the most leads.
Analyze the performance of one specific campaign more closely, you can segment the leads further using the “Volume of Leads by Keyword” and “Volume of Leads by Ad” reports.
2. Sales and revenue source reports
Although we understand which sources are bringing in the most leads, we need to ask: are these leads resulting in sales and revenue?
Sending your leads to a CRM such as HubSpot allows you to assess sales performance by channel, source, landing page, and more.
This enables you to improve your marketing strategy by promoting the channels that bring in the most revenue.
To illustrate, let's consider the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
You ran campaigns on Google and Facebook, and the initial “Leads by Channel” report demonstrated that Social Paid ads outperformed Search Paid ads in lead generation.
A few weeks later, your analysis shows that the leads that became paying customers revealed that the Search Paid channel generated more revenue from fewer leads than the Social Paid channel. As a result, you decide to increase your budget for Search Paid ads.
