Your generates leads and send them to Nimble CRM, but the channel of attribution is missing.
When a lead becomes a customer, their acquisition channel or advertisement is not recorded.
Without proper tracking in place, you’re unable to measure marketing success, leaving you guessing which sources contribute to leads, sales, and revenue. As a result, you continue spending on channels without insight into their returns.
Luckily, you can easily connect leads and sales to their originating channels.
Let’s go through it step by step!
How to track the source of leads in Nimble CRM
Step 1: Add Leadsources in your website
Tracking lead sources is simple with Leadsources. Once added to your site, it records up to 7 essential data points 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 input elements that users can’t see but are crucial for submitting background information in a form.
Leadsources works by saving the lead source data in hidden fields, and then fills those fields as forms are submitted.
Step 3: Send lead source data to Nimble CRM
The lead source data collected from your form builder can be integrated into Nimble CRM.
The lead, sales, and revenue sources can all be tracked directly from Nimble CRM.
This connects the dots between your marketing actions and your sales performance.
How does Leadsources work?
When a person visits your site, Leadsources fetches the lead source data and populates the hidden fields in your form. Once the form is submitted, the lead details, such as name and email, are sent to Nimble CRM along with the source data.
Leadsources identifies and tracks the source of each lead you generate:
| 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 aren’t used—like with organic search from Google or mentions in articles—Leadsources still collects the lead source data:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Leadsources tracks the source of each lead across both organic and paid marketing campaigns, unlike other tools.
Select a channel to view the specific lead source data that Leadsources populates in your form.
Performance reports: Lead, sales, and revenue by source
By capturing lead source information in Nimble CRM, you can develop performance reports 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 using this, you can adjust your marketing budget based on the performance of channels, sources, campaigns, terms, and content that provide the highest conversion of leads, sales, and revenue.
Now, let’s review the reports you can create.
1. Lead source reports
Create reports to monitor the number of leads produced 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 highlights the channel that is generating the most leads for your business.
Example #2: Leads by campaign
You can now track a single lead source (like Google Ads) and evaluate the number of leads generated by each campaign.
Example #3: Leads by keyword and ad
After determining the campaign that brings in the highest number of leads, you can evaluate which keyword ad is driving those results.
2. Sales and revenue source reports
With the lead-generating channels, campaigns, and sources in mind, we now need to measure whether these leads are converting into sales and revenue.
For effective tracking, send your leads to Nimble CRM. This will allow you to measure sales and revenue generated from various channels, sources, campaigns, terms, content, and landing page subfolders.
With this data at your disposal, you can direct your marketing activities toward the channels, sources, campaigns, keywords, and ads that generate the highest return in sales and revenue.
Several sales and revenue reports 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 clarify, let’s 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 |
After launching campaigns through Google Ads and Facebook Ads Manager, the “Leads by Channel” report showed that Facebook’s Social Paid ads were more effective in generating leads than Google’s Search Paid ads.
After analyzing the sales and revenue data in Nimble CRM, you noticed that the Search Paid channel had a higher revenue-to-lead ratio than the Social Paid channel. Based on this insight, you decided to adjust your marketing budget to focus more on the Search Paid channel.