Leads are transferred to Close CRM without the ability to trace their original channels.
Likewise, when a lead turns into a customer, their originating channel or ad remains untracked.
The lack of tracking prevents you from analyzing your marketing success, making it hard to determine which sources contribute to leads, sales, and revenue. As a result, you spend on marketing without understanding its impact on your financial outcomes.
A simple method allows you to connect each lead and sale to its original channel.
Let’s go through each step!
How to track the source of leads in Close CRM
Step 1: Add Leadsources in your website
With Leadsources, tracking lead origins is easy. Once implemented, it records up to 7 pieces of information about the source of 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
Hidden fields are form components that retain information and submit it without user interaction or visibility.
Leadsources saves essential lead source data in hidden fields, and Leadsources populates these fields whenever a form is submitted.
Step 3: Send lead source data to Close CRM
The form builder captures lead source data that can be sent directly to Close CRM.
All lead, sales, and revenue sources can be tracked directly from your Close CRM account.
This ties your marketing performance directly to your sales results.
How does Leadsources work?
Leadsources fetches lead source information when someone visits your site, populating it in the hidden fields of your form. After submission, this data, along with name and email, is sent to Close CRM.
Leadsources collects and tracks the source details for every 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 in use—such as with organic sources like Google search or mentions in articles—Leadsources continues to track the lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Unlike other tools, Leadsources tracks the source of leads across a combination of both paid and organic marketing channels.
Choose a channel to check out the lead source information that Leadsources integrates into the form.
Performance reports: Lead, sales, and revenue by source
By storing lead source data in Close CRM, you can compile 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 allows for more strategic budget allocation, directing funds to the channels, sources, campaigns, terms, and content that drive the most leads, sales, and revenue.
Now, let’s go through the different reports that can be created.
1. Lead source reports
Build reports that track the number of leads coming from:
- 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 gives you the ability to measure which channel generates the most leads.
Example #2: Leads by campaign
This lets you focus on a lead source (e.g., Google Ads) and measure the number of leads produced by each campaign.
Example #3: Leads by keyword and ad
Once you know the campaign bringing in the most leads, you can investigate the specific keyword ad that’s leading to those conversions.
2. Sales and revenue source reports
After identifying the campaigns, sources, channels, and content that generate leads, the next step is to see if they are converting into sales and revenue.
To achieve this, direct your leads to Close CRM. This will enable you to monitor sales and revenue generated by various channels, sources, campaigns, terms, content, and landing page subfolders.
This data helps you shift your marketing focus toward the channels, sources, campaigns, keywords, and ads that deliver the highest sales and revenue results.
A variety of sales and revenue reports can be generated, 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
For demonstration, let’s use the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
Upon initiating campaigns through Google Ads and Facebook Ads Manager, the “Leads by Channel” report showed that Social Paid ads on Facebook were more effective in generating leads than Google’s Search Paid ads.
After looking at the sales and revenue data in Close CRM, you saw that the Search Paid channel was responsible for higher revenue with fewer leads than the Social Paid channel. Based on this, you adjusted your budget to increase funds on the Search Paid channel.