Leads are added to ClickUp CRM; however, tracking their source channels is not included in the process.
Likewise, when a lead becomes a customer, it’s impossible to determine the specific channel or ad that turned a lead into a customer.
Without tracking, monitoring your marketing performance becomes impossible, leaving it unclear which sources yield leads, sales, and revenue. This causes marketing budgets to be allocated without clarity on their returns.
Luckily, you can quickly and easily identify the channels behind your leads and sales.
Let’s walk through it step by step!
How to track the source of leads in ClickUp CRM
Step 1: Add Leadsources in your website
Leadsources is designed for easy lead source tracking. Install it on your site, and it will record up to 7 details about each lead origin:
- 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
A hidden field is a form field that collects data invisibly and ensures its transmission during submission.
Leadsources captures data in hidden fields, and when forms are submitted, Leadsources automatically fills them with accurate details.
Step 3: Send lead source data to ClickUp CRM
Lead source data captured by your form builder can be sent to ClickUp CRM for tracking and management.
The source of your leads, sales, and revenue can be tracked and analyzed within ClickUp CRM.
This allows you to trace how your marketing strategies affect sales growth.
➡️ Send lead source data to ClickUp CRM
How does Leadsources work?
When a visitor arrives on your site, Leadsources pulls the lead source data and fills in the hidden fields of your form. After submission, this information, including name and email, is transferred to ClickUp CRM.
Leadsources tracks the origin and source details 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 are not being used—like with organic traffic from Google search or mentions in articles—Leadsources ensures the lead source data is still tracked:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Unlike traditional tools, Leadsources tracks lead sources across both paid and organic marketing activities.
Select a channel to inspect the lead source data inserted into your form by Leadsources.
Performance reports: Lead, sales, and revenue by source
By using lead source data in ClickUp CRM, you can create reports on performance, 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 feature helps you adjust your marketing budget by focusing on the most successful channels, sources, campaigns, terms, and content for generating leads, sales, and revenue.
Let’s explore the available reports you can create.
1. Lead source reports
Create reports that summarize the number of leads brought in by:
- Channel
- Source
- Campaign
- Term (e.g. keyword or adset)
- Content (e.g. ad)
- Landing page
- Landing page subfolder
Example #1: Leads by channel
With this report, you can determine the channel that brings in the most leads.
Example #2: Leads by campaign
This enables you to focus on a specific lead source (e.g., Google Ads) and track lead generation per campaign.
Example #3: Leads by keyword and ad
After identifying the successful campaign, you can determine which specific keyword ad is generating the leads.
2. Sales and revenue source reports
Now that we know which lead sources, campaigns, and content are driving traffic, we must measure if these leads are converting into sales and revenue.
To track sales and revenue effectively, direct your leads to ClickUp CRM. This helps monitor the results of campaigns, sources, channels, terms, content, and landing page subfolders.
With this data at hand, you can realign your marketing strategy to focus on the channels, sources, campaigns, keywords, and ads that generate the most sales and revenue.
Various types of reports for tracking 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
Let’s consider the following scenario to demonstrate the concept:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Upon launching campaigns on Google Ads and Facebook Ads Manager, the “Leads by Channel” report initially demonstrated that Social Paid ads on Facebook generated more leads than Search Paid ads on Google.
In ClickUp CRM, the sales and revenue data indicated that the Search Paid channel generated more revenue with fewer leads compared to the Social Paid channel. Based on this, you adjusted your marketing budget to focus more on the Search Paid channel.