Capture Google Analytics data in Sage CRM in 3 easy steps

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

What's on this page:

Track the source of your leads (free trial)

The use of Google Analytics for tracking lead sources is limited in that it does not connect individual leads to specific channels.

There is no way to link a customer back to the exact channel or advertisement after they have made a purchase.

Why? Because Google Analytics shows lead source information in an aggregated form, for example, 50 leads were sourced from Paid Search.

Our goal is to monitor the source of each lead independently.

As a result, we can identify the channel that generated the lead once it is converted into a paying customer.

Luckily, it’s easy to associate each lead with the channel that generated it and send the data to Sage CRM to track the source of each customer.

Let’s walk through each step together!

How to track Google Analytics data in Sage CRM

Step 1: Add Leadsources in your website

Leadsources is a simple, effective tool that tracks lead source data, in a similar way to Google Analytics. After installation, it tracks up to 7 pieces of lead source data for each lead:

  • 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 elements that are not shown on the screen but carry information that will be submitted along with the form.

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

➡️ How to add hidden fields to your form

Step 3: Send lead source data to Sage CRM

Google Analytics data Sage CRM

The lead source information can be communicated from your form builder to Sage CRM.

The source of your leads, sales, and revenue can be tracked easily in Sage CRM.

This makes it easier to align your marketing strategies with your sales performance.

➡️ Send lead source data to Sage CRM

How does Leadsources work?

When a user visits your page, Leadsources fetches the lead source data (just like Google Analytics) and populates it into the hidden fields of your form. After submission, this data, along with name and email, is sent to Sage CRM.

Leadsources tracks the source of every new 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 aren’t present—like with organic sources such as Google search or when your site is referenced in an article—Leadsources tracks the following lead source data:

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

Unlike other solutions, Leadsources follows lead sources through both organic and paid marketing channels.

Pick a channel to see the lead source information that Leadsources inserts in your form.

Performance reports: Lead, sales, and revenue by source

Using Sage CRM to track lead source data allows for the generation of 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 allows you to adjust your marketing budget in real-time based on the channels, sources, campaigns, terms, and content that contribute most to your lead, sales, and revenue goals.

Let’s review some of the key reports you can create.

1. Lead source reports

Create reports showing the quantity 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 to identify the channel with the highest lead generation potential.

Leads by channel

Example #2: Leads by campaign

This enables you to focus on a specific lead source (e.g., Google Ads) and analyze the lead generation impact of each campaign.

Leads by campaign

Example #3: Leads by keyword and ad

Once you determine which campaign produces the most leads, you can analyze the keyword ad that is generating those leads.

2. Sales and revenue source reports

Once we understand the channels, sources, campaigns, terms, and content driving leads, we must now verify if these leads are converting into sales and revenue.

To achieve comprehensive tracking of sales and revenue, send your leads to Sage CRM, where you can analyze these metrics across channels, sources, campaigns, keywords, content, landing pages, and subfolders.

This information allows you to adjust your marketing strategy by emphasizing the channels and campaigns that yield the most sales and revenue.

You can generate detailed, actionable 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 help illustrate, let’s use the following scenario:

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

Upon running ads on both Google Ads and Facebook Ads Manager, the first “Leads by Channel” report indicated that Facebook (Social Paid) generated more leads than Google (Search Paid).

After reviewing the sales and revenue results in Sage CRM, you saw that Search Paid had a higher revenue with fewer leads than Social Paid. As a result, you chose to adjust your budget to prioritize the Search Paid channel.