Leads are efficiently transferred to Capsule CRM; however, their source attribution is not captured.
Likewise, when a lead becomes a customer, connecting a converted customer back to their source ad or channel is not supported.
Without proper tracking, you’re unable to analyze marketing performance, making it unclear which sources contribute to leads, sales, and revenue. Consequently, you continue investing in marketing without understanding its true impact.
A simple approach allows you to connect every lead and sale to its generating channel.
Let’s take it step by step!
How to track the source of leads in Capsule CRM
Step 1: Add Leadsources in your website
Leadsources makes tracking lead sources easy. By integrating it into your website, you can collect up to 7 details 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
These hidden fields in a form facilitate the transmission of data upon submission.
Using hidden fields, Leadsources saves lead source data, and updates them as forms are submitted.
Step 3: Send lead source data to Capsule CRM
Your form builder can export lead source information directly to Capsule CRM.
Tracking the source of your leads, sales, and revenue is simple within Capsule CRM.
This allows you to track the direct impact of marketing on sales results.
How does Leadsources work?
As soon as a visitor accesses your site, Leadsources retrieves lead source data and inputs it into your form’s hidden fields. After submission, this data, along with lead name and email, is transferred to Capsule CRM.
Leadsources tracks every lead’s source, keeping the data for analysis:
| 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 | ✅ |
If UTM parameters are not available—such as with organic search sources like Google or mentions of your website in articles—Leadsources still tracks the source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Unlike many other platforms, Leadsources covers both organic and paid marketing channels for tracking lead sources.
Pick a channel to view what lead source data Leadsources has populated into your form.
Performance reports: Lead, sales, and revenue by source
By tracking lead source data in Capsule CRM, you can prepare 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 make data-driven decisions to adjust your marketing budget in favor of channels, sources, campaigns, terms, and content that generate the most leads, sales, and revenue.
Let’s take a look at the type of reports you can generate.
1. Lead source reports
Produce reports that provide data on the number of leads created 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 reveals which channel generates the highest number of leads.
Example #2: Leads by campaign
Now, you can focus on a specific lead source (e.g., Google Ads) and see how many leads are generated by each campaign.
Example #3: Leads by keyword and ad
Once you’ve identified the top campaign, you can assess the specific keyword ad responsible for the lead generation.
2. Sales and revenue source reports
After finding the sources, campaigns, and content that generate leads, we now need to evaluate if these leads are becoming sales and contributing to revenue.
To achieve proper tracking, forward your leads to Capsule CRM. This will allow you to track sales and revenue from various channels, sources, campaigns, terms, content, and landing page subfolders.
This data allows you to prioritize your marketing activities on the channels, sources, campaigns, keywords, and ads that bring in the highest sales and revenue.
Multiple reports on sales and revenue can be created, including:
- 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 show you how it works, let’s examine this scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After initiating ads through Google Ads and Facebook Ads Manager, the “Leads by Channel” report revealed that Social Paid ads on Facebook outperformed Google’s Search Paid ads in generating leads.
Capsule CRM’s sales and revenue data revealed that the Search Paid channel generated more revenue with fewer leads than the Social Paid channel. As a result, you decided to adjust the budget to focus more on the Search Paid channel.