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
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.
Step 3: Send lead source data to 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.
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 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 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.
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.
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:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| 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.