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Lead source and marketing attribution tracking in Agile CRM

You send your leads to Agile CRM and want to attribute each lead to its marketing source.

You may have already tried several solutions, but you still can’t get clean attribution because:

  • Asking your leads where they came from can’t be trusted
  • UTM parameters get lost during the customer journey
  • Too many leads are attributed as “Direct” by default
  • Last-click attribution models ignore the real customer journey

In this article, I’ll show you a robust solution to automatically track lead source (and other marketing attribution data) in Agile CRM for 100% of your leads.

What lead source and marketing attribution data can you send in Agile CRM?

LeadSources is a marketing attribution software that tracks attribution data for each lead you generate.

When a user converts into a lead, LeadSources injects this attribution data into Agile CRM.

Every lead comes with a rich lead source report including: marketing attribution data, UTM parameters, user journey, and device data.

LeadSources attribution works for all channels, both paid (PPC, SMM, affiliates, etc.) and organic (SEO, social, PR, emailing, etc.).

LeadSources relies on a robust attribution algorithm to ensure attribution for 100% of the leads:

  • No UTM parameter lost during complex customer journeys
  • Persistent attribution across subdomains
  • No need for dozens of hidden fields in your form

Lead Profile #2847

Converted
Channel: Paid Search
Source: google
Campaign: lead-gen-q4-2024
Term: lead tracking software
Content: ad-variant-b
Page Path: /landing/demo → /pricing → /signup
Device: Desktop
OS: macOS
Browser: Chrome 119
   

Now, imagine a user clicks on your PPC ad and leaves your site without filling out your form.

Four months later, the same user returns to your site from a Google organic search and completes your form.

LeadSources remembers all previous visits and provides a complete marketing attribution report for every session that occurred before the form submission.

Tracking the full lead journey helps you understand the role each marketing channel plays in your lead generation strategy.

That ad that seemed ineffective because it didn’t generate leads might actually be the first touchpoint of your most valuable leads. The full lead journey simply wasn’t visible before.

Day 1 Facebook Ad
Day 3 Google Search
Day 7 Email Click
Day 10 Direct Visit
   

How to track lead source and marketing attribution data in Agile CRM

Step 1: Enter your website URL

Sign up to LeadSources (we offer a 14-day free trial).

Enter the URL of the website you want to track. 

Step 1 Add your website URL

Step 2: Install the tracking code

Copy and paste your LeadSources tracking code into the <head> section of your website.

Step 2 Install the tracking code​

Step 3: Connect your form with LeadSources

Connect your form in one click with our native integrations.

Then, select the form you want to track.

LeadSources will start tracking the source and journey of every lead you generate.

Step 3 Connect Typeform with LeadSources

Step 4: Send the lead source and marketing attribution data to Agile CRM

You can send to Agile CRM the following last-click data for each lead generated:

  • Channel
  • Source
  • UTM parameters: campaign, term, and content
  • Landing page

Frequently asked questions

Is LeadSources compatible with Agile CRM?

Yes. You can send the attribution data collected by LeadSources to Agile CRM.

This requires an extra setup described in the guides below:

  1. Add hidden fields to your form for each last-click data you want to send to Agile CRM.
  2. Create the equivalent custom fields in Agile CRM and send your form data to Agile CRM using Zapier.

LeadSources collects the following lead source and attribution data for each lead you generate:

  • Channel
  • Source
  • UTM parameters: campaign, term, and content
  • Page path: all the pages visited during that first session
  • Device
  • OS
  • Browser

You can send the following last-touch attribution data to Agile CRM:

  • Channel
  • Source
  • UTM parameters: campaign, term, and content
  • Entry page

Ready to uncover what drives your leads?

Start your free trial today and track the full source of every lead throughout their journey.

Try it for free