You capture leads on Instagram and transfer them to Zoho CRM, but connecting each lead back to its specific Instagram ad isn’t possible. Likewise, once a lead converts into a customer, there’s no way to trace it back to the original Instagram ad.
Without tracking, you’re unable to measure the performance of your Instagram ads, leaving you uncertain about which ads bring in leads and customers. Consequently, you might invest in numerous ads without knowing their actual impact.
Luckily, there’s an easy method to connect each lead to the exact Instagram campaign, ad set, and ad responsible for generating it.
Let’s go through it one step at a time!
How to Track Instagram Ads in Zoho CRM
Step 1: Add Leadsources in the head tag of your website
Leadsources is an easy-to-use tool for tracking where your leads come from. Once it’s on your website, it captures up to 7 lead source details for every lead you acquire.
Step 2: Add the UTM parameters to your Instagram ads
Add UTM parameters to your ad URL to capture Instagram ad details, such as campaign, ad set, and specific ad. Here’s an example you can use:
UTM_medium=paidsocialUTM_source=instagramUTM_campaign=campaign-nameUTM_term=ad-set-nameUTM_content=ad-name
The completed URL should appear as follows:
https://www.yourdomain.com/?UTM_medium=paidsocial&UTM_source=instagram&UTM_campaign=campaign-name&UTM_term=ad-set-name&UTM_content=ad-namePlease note that Leadsources gathers all lead source data, even in the absence of UTM parameters, ensuring comprehensive tracking for each lead.
Step 3: Add the hidden fields in your form
Hidden fields are form elements that users can't see, but they can contain data that gets submitted along with the form.
Leadsources saves the lead source information in the hidden fields of your form. Therefore, when a lead submits the form, Leadsources automatically fills these fields with data from Instagram ads.
Leadsources works with all major form builders. For step-by-step instructions on adding hidden fields to your form, refer to this guide.
Step 4: Capture the Instagram ads data in Zoho CRM
When users click on your ads and arrive at your site, Leadsources retrieves the Instagram campaign, ad set, and ad data, among other information.
Leadsources fills the hidden fields of your form with Instagram ads data.
Once the form is submitted, you can access the Instagram ad data and lead details in Zoho CRM (This requires a connection between your form and Zoho CRM).
How does Leadsources work?
Leadsources retrieves Instagram ad data each time a visitor arrives on your site and fills the hidden fields of your form with it. After submission, this data is sent to Zoho CRM, along with the lead information you collected in your form (such as name and email).
Leadsources monitors every piece of lead source data associated with each lead:
| Lead source data | Fetched automatically |
| Channel | ✅ |
| Source | ✅ |
| Campaign | ✅ OR use UTM_campaign |
| Content | UTM_content parameter is required |
| Term | UTM_term parameter is required |
| Landing page | ✅ |
| Landing page subfolder | ✅ |
As illustrated in the table above, even when UTM parameters are not applicable—such as with organic sources like Google search or Instagram bio links—Leadsources continues to gather certain lead source data:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
In contrast to other tools, Leadsources monitors lead sources across every marketing channel, including both organic and paid.
Choose a channel to discover the lead source data that Leadsources adds to your form.
Performance reports: Lead, sales, and revenue by source
By monitoring Instagram ad data in Zoho CRM, you can generate performance reports like:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign (aka. Instagram campaign)
- Leads, sales, and revenue by term (aka. Instagram ad set)
- Leads, sales, and revenue by content (aka. Instagram ad)
This allows you to modify your Instagram budget according to the campaigns, ad sets, and ads that produce the highest number of leads, sales, and revenue.
Let's take a look at some of the reports you can create:
1. Lead source reports
Generate performance reports that display the total leads produced by:
- Channel
- Source
- Campaign (aka. Instagram campaign)
- Term (aka. Instagram ad set)
- Content (aka. Instagram ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report allows you to determine which channel produces the highest number of leads.
Example #2: Leads by Instagram campaign
You can now concentrate on a particular lead source (e.g., Instagram) and assess the number of leads produced by each Instagram campaign.
Example #3: Leads by Instagram ad
Once you identify the Instagram campaign that produces the most leads, you can investigate which specific ad group or ad is responsible for generating those leads.
2. Sales and revenue source reports
Now that we’ve identified the Instagram campaign, ad set, and ad responsible for generating our leads, it’s time to find out if these leads are converting into sales and revenue.
To achieve this, link your leads to a CRM such as Zoho CRM. This integration enables you to monitor sales and revenue generated by different channels, sources, Instagram campaigns, ad sets, ads, landing pages, and specific subfolders of landing pages.
By utilizing this data, you can refine your Instagram ad strategy to focus on the channels, sources, campaigns, ad sets, and ads that yielded the most sales and revenue.
A wide range of sales and revenue reports can be generated, including:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g., Instagram ad set)
- Sales and revenue by content (e.g., Instagram ad)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
Example Scenario:
| Channel | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Following the launch of ads on Google and Instagram, the preliminary "Leads by Channel" report revealed that Social Paid ads (Instagram) produced more leads than Search Paid ads.
Nevertheless, after reviewing sales and revenue data in Zoho CRM, it became clear that the Search Paid channel generated more revenue with fewer leads than the Social Paid channel. Consequently, you decided to modify your budget to direct more funds toward the Search Paid channel.
