You transfer leads to Zendesk Sell, but the original channels through which they were acquired remain untracked.
After a lead becomes a customer, their source channel or ad cannot be determined.
Without tracking in place, you cannot evaluate how well your marketing is working, making it unclear which sources are responsible for leads, sales, and revenue. This leads to spending on marketing channels without knowing their true effect.
Luckily, each lead and sale can easily be traced back to the channel that generated it.
Let’s move through the steps!
How to track the source of leads in Zendesk Sell
Step 1: Add Leadsources in your website
Leadsources tracks the source of every lead you generate. Once installed on your website, it collects up to 7 source data points per 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
A hidden field is an invisible form input that allows specific data to be sent when a form is submitted.
Leadsources saves data in hidden fields for lead tracking, and then it populates these fields smoothly during submissions.
Step 3: Send lead source data to Zendesk Sell
The lead source data captured by your form builder can be forwarded to Zendesk Sell for tracking purposes.
Zendesk Sell allows you to keep track of where your leads, sales, and revenue are originating from.
This connects your marketing strategy directly with your sales success.
➡️ Send lead source data to Zendesk Sell
How does Leadsources work?
When a visitor comes to your site, Leadsources collects lead source data and inserts it into the hidden fields of your form. After submission, the data, along with the lead’s name and email, is sent to Zendesk Sell for management.
Leadsources monitors the source of each lead, capturing all relevant 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 | ✅ |
When UTM parameters are not present—such as with organic search sources like Google or mentions in articles—Leadsources tracks the source data of each lead:
✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder
Unlike most tools, Leadsources provides comprehensive tracking of lead sources across both organic and paid channels.
Select a channel to view the lead source details inserted by Leadsources in your form.
Performance reports: Lead, sales, and revenue by source
By managing lead source data inZendesk Sell, you can create performance reports like:
- 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 capability, you can adjust your marketing budget toward the channels, sources, campaigns, terms, and content that provide the best lead, sales, and revenue results.
Now, let’s review the types of reports you can create.
1. Lead source reports
Create reports that demonstrate 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 helps you recognize the channel that delivers the greatest number of leads.
Example #2: Leads by campaign
This allows you to focus on a single lead source (e.g., Google Ads) and track how many leads are produced by each campaign.
Example #3: Leads by keyword and ad
After determining the top-performing campaign, you can analyze which keyword ad is generating the most leads.
2. Sales and revenue source reports
After recognizing the channels, sources, campaigns, and content that generate leads, we need to measure whether these leads are turning into sales and revenue.
For easy tracking, forward your leads to Zendesk Sell. This allows you to measure sales and revenue from a variety of sources, campaigns, channels, terms, content, and landing page subfolders.
Using this information, you can tailor your marketing strategy to concentrate on the channels, sources, campaigns, keywords, and ads that generate the highest sales and revenue.
It’s possible to create multiple 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 showcase this, let’s consider the following case:
| Channels | Search Paid | Social Paid |
|---|---|---|
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Avg. Order Value | $150 | $100 |
| Revenue | $750 | $600 |
After launching ads on both Google Ads and Facebook Ads Manager, the “Leads by Channel” report showed that Facebook’s Social Paid ads generated more leads than Google’s Search Paid ads.
Reviewing the sales and revenue data in Zendesk Sell, you found that Search Paid ads resulted in higher revenue despite a smaller lead volume compared to Social Paid ads. This resulted in a decision to revise the budget and focus on the Paid Search channel.