Google Analytics helps monitor lead sources but lacks functionality to attribute leads to individual marketing channels.
When a lead becomes a paying customer, there is no way to track which ad or channel contributed to the conversion.
Why? Because Google Analytics aggregates lead source data, showing totals like 50 leads generated through Paid Search.
We aim to track the origin of each lead individually, not in aggregated terms.
By implementing this system, when the lead becomes a paying customer, we can link it back to the channel that generated it.
Luckily, you can easily connect each lead to the channel that generated it and pass this information into ClickUp CRM for tracking customer acquisitions.
Let’s move forward!
How to track Google Analytics data in ClickUp CRM
Step 1: Add Leadsources in your website
Leadsources is a simple tool that tracks lead source data, much like Google Analytics. After setup, it tracks up to 7 sources for each lead generated:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
➡️ Sign up to Leadsources.io for free
➡️ Add the Leadsources tracking code to your site
Step 2: Add the hidden fields in your form
Hidden fields are form elements that do not show up to the user, yet they carry information sent along with the form submission.
Leadsources stores lead source details in hidden fields. Upon form submission, these fields are populated with the lead source information.
Step 3: Send lead source data to ClickUp CRM
The lead source details can be submitted from your form builder to ClickUp CRM.
You can track lead, sales, and revenue sources all in one place on ClickUp CRM.
This brings together your marketing activities and the performance of your sales team.
➡️ Send lead source data to ClickUp CRM
How does Leadsources work?
When someone visits your site, Leadsources fetches lead source information (just like Google Analytics) and populates the hidden fields in your form. After submission, this data, along with the lead’s name and email, is sent to ClickUp CRM.
Leadsources monitors and records the lead source for each new 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 | ✅ |
When UTM parameters aren’t usable—such as with organic sources like Google search or when your site is cited in an article—Leadsources still collects the following lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources tracks the source of leads across all marketing channels, whether organic or paid, unlike other tools.
Choose a channel to access the lead source data embedded by Leadsources in your form.
Performance reports: Lead, sales, and revenue by source
By tracking lead source information in ClickUp CRM, you can generate various performance reports, including:
- Leads, sales, and revenue by channel
- Leads, sales, and revenue by source
- Leads, sales, and revenue by campaign
- Leads, sales, and revenue by term (e.g. keyword or adset)
- Leads, sales, and revenue by content (e.g. ad)
- Leads, sales, and revenue by landing page
- Leads, sales, and revenue by landing page subfolder
This helps you direct your marketing resources to the channels, sources, campaigns, terms, and content that have the most significant impact on your lead, sales, and revenue outcomes.
Now, let’s review the reports that you can generate based on this data.
1. Lead source reports
Create reports that track how many leads were generated by:
- Channel
- Source
- Campaign
- Term (e.g. keyword or adset)
- Content (e.g. ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
This report helps you track the channel that is driving the highest lead volume.
Example #2: Leads by campaign
This lets you focus on a specific lead source (e.g., Google Ads) and evaluate the number of leads each campaign has produced.
Example #3: Leads by keyword and ad
After recognizing the campaign that brings in the most leads, you can identify which keyword ad is responsible for the results.
2. Sales and revenue source reports
Now that we understand which channels, sources, campaigns, terms, and content are generating leads, we need to determine whether these leads are converting into sales and revenue.
For effective tracking, send your leads to ClickUp CRM to measure sales and revenue across channels, sources, campaigns, keywords, content, landing pages, and subfolders.
With these insights, you can focus your marketing activities on the channels and campaigns that deliver the highest sales and revenue.
Detailed and precise sales and revenue reports can also be generated, such as:
- Sales and revenue by channel
- Sales and revenue by source
- Sales and revenue by campaign
- Sales and revenue by term (e.g. Keywords)
- Sales and revenue by content (e.g. Ads)
- Sales and revenue by landing page
- Sales and revenue by landing page subfolder
For simplicity, let’s consider the following example:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After running Google Ads and Facebook Ads Manager campaigns, the first “Leads by Channel” report displayed Facebook (Social Paid) as the leading source of leads compared to Google (Search Paid).
When reviewing the sales and revenue data in ClickUp CRM, you found that Search Paid generated more revenue despite fewer leads than Social Paid. You then shifted your marketing budget to focus on the Search Paid channel.