How to capture Google Analytics data in Monday CRM easily

✔️ Capture Google Analytics data on a lead level ✔️ Store Google Analytics data in Monday CRM
Track Google Analytics data Monday CRM

What's on this page:

Track the source of your leads (free trial)

You are using Google Analytics to track the source of your leads, but you can't connect each lead to a specific channel.

Likewise, when a lead becomes a customer, there's no way to link that customer back to an exact channel, or ad.

Why? Because Google Analytics only provides the lead source data on an aggregated level (E.G. 50 leads were generated from the Paid Search channel).

However, what we want is to track the source of our leads on a lead level.

So when this particular lead transforms as a paid customer, we can track it back to the channel that generated the lead.

Luckily, there's an easy way to link each lead to the specific channel that generated it, and send this data in Monday CRM to track the channel that generated each paid customer.

Let's go through it step by step!

How to track Google Analytics data in Monday CRM

Step 1: Add Leadsources in your website

Leadsources is a simple tool that tracks the lead source data - the same way Google Analytics does. Once installed to your website, Leadsources tracks up to 7 lead source data for each lead you generate:

  • 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

Add hidden fields to form

Hidden fields are form fields that are not visible to the user but can hold information that is submitted with the form.

Leadsources populates lead source data in hidden fields. When a visitor submits the form, Leadsources fills these fields with the lead source.

➡️ How to add hidden fields to your form

Step 3: Send lead source data to Monday CRM

Google Analytics data Monday CRM

The lead source data can be sent from your form builder to Monday CRM.

You can then track the source of your leads, sales and revenue directly on Monday CRM.

This allows you to close the loop between your marketing efforts and your sales performance.

➡️ Send lead source data to Monday CRM

How does Leadsources work?

When someone visits your site, Leadsources fetches lead source data (the same way as Google Analytics does) and populates this data in the hidden fields of your form. After the form is submitted, this data, along with lead details like name and email, is sent to Monday CRM.

Leadsources tracks the lead source data for each lead:

Lead source dataFetched automatically
Channel
Source
Campaign✅ OR use UTM_campaign
ContentUTM_content parameter is required
TermUTM_term parameter is required
Landing page
Landing page subfolder

When UTM parameters can't be used—such as with organic sources like Google search or when your website is mentioned in an article—Leadsources still captures the following lead source data:

✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder

Unlike other tools, Leadsources tracks lead source across all marketing channels, both organic and paid.

Select a channel to see what lead source data Leadsources inserts in your form.

Performance reports: Lead, sales, and revenue by source

By tracking lead source data in Monday 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
  • 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 lets you adjust your marketing budget based on the channels, sources, campaigns, terms, content, etc., that bring in the most leads, sales, and revenue.

Now, let's take a look at some of the reports you can create.

1. Lead source reports

Generate performance reports that show the number of leads 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 identify which channel generates the most leads.

Leads by channel

Example #2: Leads by campaign

Now you can focus on a specific lead source (e.g., Google Ads) and monitor the number of leads generated by each campaign.

Leads by campaign

Example #3: Leads by keyword and ad

Once you identify the campaign that generates the most leads, you can analyze which specific keyword ad is driving those leads.

2. Sales and revenue source reports

Now that we know which channels, sources, campaigns, terms, and content are driving leads, we need to check if these leads are turning into sales and revenue.

To do this, send your leads to Monday CRM. This helps you track sales and revenue across channels, sources, campaigns, keywords, content, landing pages, and subfolders.

With this information, you can refine your marketing strategy to focus on the channels and campaigns that bring in the most sales and revenue.

You can also create detailed sales and revenue reports, 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

To demonstrate, we will consider the following scenario:

ChannelsSearch PaidSocial Paid
Leads5075
Sales56
Avg. Order Value$150$100
Revenue$750$600

After running ads on Google Ads and Facebook Ads Manager, the initial "Leads by Channel" report showed that Facebook (Social Paid) brought in more leads than Google (Search Paid).

However, when reviewing sales and revenue data in Monday CRM, you discovered that Search Paid generated higher revenue with fewer leads compared to Social Paid. Using this insight, you shifted your budget to prioritize the Search Paid channel.