Easily track lead source in Creatio CRM (without coding)

The transfer of leads to Creatio CRM does not include tracking of their original channels.

When leads convert to customers, their acquisition source, whether channel or ad, cannot be determined.

The absence of tracking prevents you from monitoring your marketing effectiveness, leaving it uncertain which sources produce leads, sales, and revenue. This results in investments in the channels without knowing their contribution to your profitability.

Luckily, identifying the channel behind every lead and sale is both simple and efficient.

Let’s address this process one step at a time!

How to track the source of leads in Creatio CRM

Step 1: Add Leadsources in your website

Step 2: Add the hidden fields in your form

Step 3: Send lead source data to Creatio CRM

How does Leadsources work?

When a visitor accesses your website, Leadsources gathers lead source data and fills the hidden fields of your form. After the form is submitted, this data, along with the lead’s name and email, is forwarded to Creatio CRM.

Leadsources identifies the source data for every lead and tracks it accordingly:

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	✅

In the absence of UTM parameters—such as with organic Google search traffic or mentions of your website in articles—Leadsources tracks the lead source data:

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

Unlike other tools, Leadsources tracks the origin of leads across both paid and organic marketing channels.

Choose a channel to examine the data Leadsources adds as the lead source in your form.

Performance reports: Lead, sales, and revenue by source

When lead source data is recorded in Creatio CRM, it allows you to compile reports on performance, such as:

• 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

With this feature, you can shift your marketing budget to focus on the channels, sources, campaigns, terms, and content that generate the highest number of leads, sales, and revenue.

Now, let’s explore how you can create different reports.

1. Lead source reports

Produce performance reports highlighting the number of leads generated by:

• Channel
• Source
• Campaign
• Term (e.g. keyword or adset)
• Content (e.g. ad)
• Landing page
• Landing page subfolder

2. Sales and revenue source reports

After determining which channels, sources, campaigns, and content generate leads, we must now evaluate if these leads are converting into sales and revenue.

To achieve comprehensive tracking, send your leads to Creatio CRM. This enables you to track sales and revenue from a variety of channels, sources, campaigns, terms, landing pages, and their subfolders.

By utilizing this data, you can refine your marketing approach to highlight the channels, sources, campaigns, keywords, and ads that yield the best sales and revenue.

You can generate several 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 better understand this, we will use this scenario as an example:

Channels	Search Paid	Social Paid
Leads	50	75
Sales	5	6
Avg. Order Value	$150	$100
Revenue	$750	$600

Upon launching ads through Google Ads and Facebook Ads Manager, the “Leads by Channel” report showed that Facebook’s Social Paid ads outperformed Google’s Search Paid ads in terms of lead generation.

After analyzing the sales and revenue data in Creatio CRM, it became clear that the Search Paid channel was generating more revenue with fewer leads than the Social Paid channel. Consequently, the budget was reallocated to the Search Paid channel.