Are you sending your leads through Pipedrive but unsure where they originate?
The steps below outline how to trace lead sources in Pipedrive (Organic Search, Social Paid, Email Marketing, Referral, etc.), along with their details.
This approach allows you to refine your marketing strategy based on the most effective 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 Leadsources captures lead source data
When visitors come to your website, their browser stores information like which site they came from, which landing page they landed on, and which keyword they clicked.
LeadSources gathers and organizes this data, then embeds it into your form as hidden fields.
As visitors fill out your form, they enter data into visible fields (like name and email). Simultaneously, LeadSources automatically inserts lead source data into hidden fields (like channel and source).
When a visitor submits the form, this lead source data travels alongside their responses into Pipedrive. You’ll see the lead source alongside their name and email in the same Pipedrive entry.
How Leadsources integrates lead source data into Pipedrive
Start by registering at LeadSources.io. We’ll provide you with a small code snippet to add to your website. Our comprehensive guide offers straightforward instructions for installation.
Next, incorporate hidden fields into your form. LeadSources is compatible with any form builder, and our tutorial will walk you through embedding these fields.
When a visitor completes and submits a form on your site, LeadSources populates those hidden fields with 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 origin.
How to analyze the lead source data
What data does Pipedrive track?
In addition to lead sources, Pipedrive tracks various related pieces of information.
LeadSources monitors 7 different data points 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 origins 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
Discover not just which ads and keywords generate leads, but which contribute to revenue.
Imagine the following example:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
For instance, after analyzing, you might find that while Social Paid ads generate more leads, Search Paid ads produce higher revenue per lead. This insight may prompt adjusting your budget accordingly.
By leveraging Pipedrive to integrate lead source data, you can replicate these reports to analyze sales impact.
Understanding your leads journey from origin to revenue helps optimize your marketing spend effectively.