Are you sending your leads on Pipedrive but cannot track where they are coming from?
The steps below outline how to track the source of your leads in Pipedrive, for each lead generated.
This approach allows you to refine your marketing strategy based on the most effective lead sources and create performance reports such as leads by channel, source, campaign, and more.
Let’s explore how.
How to track lead sources in Pipedrive
How does Leadsources capture lead source data?
Leadsources is a simple tool that tracks the source of your leads. Once added to your website, it tracks up to 7 lead source data for each lead you generate.
When visitors land on your website, their browser stores information like which site they came from, which landing page they landed on, which keyword they clicked, etc.
Leadsources tracks this data and embeds it into your form as hidden fields.
As visitors fill out your form, they enter their data (like name and email) in the visible fields of the form. Simultaneously, Leadsources inserts the lead source data into the hidden fields of the form (like channel, source, etc.).
When a visitor submits the form, the lead source data is sent to Pipedrive. You can see the lead source data alongside the lead’s answers (name, email, etc.) within a unique Pipedrive entry.
How does Leadsources track lead source data into Pipedrive?
Start by signing up to Leadsources for a free trial.
Copy the tracking code provided and add it to your website – follow this guide.
Insert hidden fields into your form (to store the lead source data in your form). Leadsources is compatible with any form builder. This guide will walk you through this last step.
And you are all set!
When a visitor submits a form on your site, Leadsources populates the hidden fields with the lead source details:
- Channel
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
Upon successful form submission, Pipedrive receives the lead source details from these hidden fields. You can now view this information in your Pipedrive dashboard, providing valuable insights into each lead’s source.
How to analyze the lead source data
What data does Pipedrive track?
In addition to lead source, Pipedrive tracks various lead details.
Leadsources tracks up to 7 lead source data for each lead:
- Channel: Type of traffic categorized into 10 channels such as Paid Search, Organic Search, Email Marketing, etc.
- Source: Specific platform or source like Facebook or Instagram under “Organic Social.”
- Campaign: Name of the specific marketing initiative.
- Term: Targeted keyword in campaigns like “Corporate lawyer in New York.”
- Content: Clicked element of your ad.
- Landing Page: URL where the lead landed.
- Landing Page Subfolder: Subfolder of the landing page URL.
How to create performance reports?
Leads source reports
Gain deeper insights into lead sources with these reports.
Begin by segmenting leads by Channel to identify the most productive channels.
Next, focus on a single channel like Search Paid (E.G. Google Ads) to segment leads by campaigns and understand which campaign drives the most leads.
Then, dive into individual campaign performance by further segmenting leads with reports like “Volume of Leads by Keyword” and “Volume of Leads by Ad.”
Sales source reports
Not only you can track which channel, source, etc. generated each lead, but you can also know which channel, source, etc. generated a sale.
Imagine the following example:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
While Social Paid ads generate more leads, Search Paid ads produce higher revenue per lead. This insight may prompt adjusting your budget accordingly.
Understanding your leads’ journey from origin to revenue helps optimize your marketing budget effectively.