Generated leads are sent to Kylas Sales CRM, but connecting them to their channels is not feasible.
When a lead becomes a customer, identifying their original channel or advertisement is not possible.
This lack of tracking prevents you from understanding your marketing performance, leaving it uncertain which sources bring in leads, sales, and revenue. As a result, your marketing investments lack a clear connection to your overall profitability.
Luckily, there’s an efficient way to track every lead and sale back to the channel that generated it.
We’ll break it into steps!
How to track the source of leads in Kylas Sales CRM
Step 1: Add Leadsources in your website
Leadsources ensures you can track lead sources effectively. Install it on your website to monitor up to 7 key details about 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 intended to remain unseen while ensuring that additional data is submitted with the form.
Leadsources uses hidden fields to record lead data, and Leadsources automatically populates them upon form submissions.
Step 3: Send lead source data to Kylas Sales CRM
Lead source details captured by your form builder can be shared with Kylas Sales CRM for centralized tracking and analysis.
With Kylas Sales CRM, you can track your leads, sales, and revenue sources all in one place.
This helps you understand the direct link between your marketing activities and the sales they produce.
➡️ Send lead source data to Kylas Sales CRM
How does Leadsources work?
Upon a website visit, Leadsources retrieves lead source data and fills the hidden fields in your form. Once the form is submitted, this data, along with the lead’s name and email, is sent to Kylas Sales CRM for tracking.
Leadsources identifies and tracks the source of every lead to gather key data:
| 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 | ✅ |
Even when UTM parameters are not used—such as with organic Google search traffic or when your website is mentioned in an article—Leadsources still ensures the lead source data is captured:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources tracks every lead source across all your marketing channels, including both paid and organic, unlike other tools.
Choose a channel to verify the lead source data that Leadsources has placed into your form.
Performance reports: Lead, sales, and revenue by source
Tracking lead source data in Kylas Sales CRM allows you to develop reports on sales 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
By tracking this information, you can adjust your marketing budget based on which channels, sources, campaigns, terms, and content generate the best leads, sales, and revenue.
Let’s go over the various reports you can generate with this tool.
1. Lead source reports
Create insightful reports that track the number of leads generated 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 helps you track which channel brings in the greatest number of leads.
Example #2: Leads by campaign
This lets you focus on a specific lead source (e.g., Google Ads) and assess the number of leads generated by each campaign.
Example #3: Leads by keyword and ad
Once you’ve identified the campaign bringing in the most leads, you can track the specific keyword ad that’s driving those results.
2. Sales and revenue source reports
Now that we’ve determined the sources and campaigns driving leads, the next step is to determine if those leads are converting into sales and generating revenue.
For accurate performance measurement, forward your leads to Kylas Sales CRM. This allows you to track sales and revenue generated from different sources, campaigns, channels, terms, and landing page subfolders.
With this data, you can redirect your marketing activities toward the channels, sources, campaigns, keywords, and ads that lead to the highest sales and revenue.
You can create a series of reports related to sales and revenue, 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 explain this further, let’s explore the following scenario:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After initiating ads on Google Ads and Facebook Ads Manager, the “Leads by Channel” report revealed that Social Paid ads on Facebook generated more leads than Search Paid ads on Google.
After reviewing the sales and revenue data in Kylas Sales CRM, you found that the Search Paid channel generated more revenue with fewer leads compared to the Social Paid channel. This information led you to adjust your marketing budget to focus more on the Search Paid channel.