Track lead source in Zoho Forms (without coding)

Are you unable to match your Zoho Forms leads to the precise channel that brought them?

Similarly to leads, when customers are converted, their path from a specific channel or ad remains unknown.

In the absence of reliable tracking, assessing your marketing activities becomes difficult, as you can’t determine which sources are responsible for leads, sales, and revenue. This could lead to excessive spending on unproductive channels.

Fortunately, a reliable solution exists to connect every lead and sale to its originating channel, campaign, keyword, and ad.

Let’s break it down step by step!

How to track the source of leads in Zoho Forms

Step 1: Add Leadsources in your website

Step 2: Add the hidden fields in Zoho Forms

Step 3: Send lead source data to your CRM (optional)

How does Leadsources work?

Leadsources automatically captures the lead source data when a visitor comes to your site and fills the hidden fields in your Zoho Forms. After the form submission, the lead data, including the name and email, is sent to Zoho Forms.

For every lead, Leadsources tracks the source data, providing detailed insights:

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	✅

In scenarios where UTM parameters cannot be utilized—such as with organic sources like Google search or mentions of your site in external articles—Leadsources continues to capture relevant lead source data to ensure all sources are tracked:

✅Channel
✅Source
✅Campaign
✅Landing page
✅Landing page subfolder

Leadsources provides valuable insights by tracking lead sources from both paid and organic marketing channels.

Choose a channel to see the lead source information that Leadsources fills in your form.

Performance reports: Lead, sales, and revenue by source

By tracking lead source data in your CRM, you can create 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

This allows you to reallocate your marketing budget to the channels, sources, campaigns, terms, content, etc., that are most effective at generating leads, sales, and revenue.

Let’s go over the different types of reports you can create.

1. Lead source reports

Produce performance reports that break down the leads generated by:

• Channel
• Source
• Campaign
• Term (e.g. keyword or adset)
• Content (e.g. ad)
• Landing page
• Landing page subfolder

2. Sales source reports

Now that we’ve determined the channels, sources, campaigns, terms, and content driving leads, we need to verify whether these leads are turning into sales and revenue.

Direct your leads to your CRM. This action will allow you to track where your sales and revenue are originating, including from channels, sources, campaigns, terms, content, landing pages, and their subfolders.

This data helps you adjust your marketing strategy, putting more effort into the channels, sources, campaigns, keywords, and ads that deliver the most sales and revenue.

You can prepare a variety of 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

Let’s examine this example:

Channels	Search Paid	Social Paid
Leads	50	75
Sales	5	6
Average order value	$150	$100
Revenue	$750	$600

Following the launch of ads through Google Ads and Facebook Ads Manager, the “Leads by Channel” report showed that Facebook’s paid ads yielded more leads than Google’s paid search ads.

When reviewing the sales and revenue data in your CRM, you found that the Search Paid channel, although generating fewer leads, brought in more revenue than the Social Paid channel. This insight led you to revise your budget and focus more on the Search Paid channel.