Capturing UTM parameters in Zoho CRM can be challenging, especially for those without coding skills.
What if there was a solution to easily import UTM parameters into Zoho CRM without any coding?
Discover Leadsources.io!
Leadsources is a lead source tracking tool that acts as an intermediary between your UTM parameters and your CRM (in this case, Zoho CRM).
When a visitor clicks on your marketing campaign, Leadsources captures the UTM parameters from your URL.
Leadsources automatically inserts these UTM parameters into the hidden fields of your form.
By connecting your form to Zoho CRM, you can view your new leads along with their associated UTM parameters directly in Zoho CRM.
This allows you to run performance reports to determine where your most profitable customers are coming from.
In this guide, you will learn how to capture UTM parameters in Zoho CRM in just 10 minutes using Leadsources (no coding skills required).
Capture UTM parameters in Zoho CRM in 4 easy steps
Step 1: Add Leadsources in the head tag of your website
Sign up to Leadsources.io, and benefit from our 14-day free trial.
Add the Leadsources code into the head tag of your website. No coding skills are necessary.
Simply follow the step-by-step guide we have created.
Step 2: Add the UTM parameters to your campaigns
Include the UTM parameters you wish to track in all your campaigns, such as PPC, email, social media, and others.
Leadsources is compatible with the following UTM parameters:
- UTM_source
- UTM_campaign
- UTM_term
- UTM_content
Leadsources also captures information not contained in UTM parameters, such as the channel, landing page, and landing page subfolder.
Step 3: Add the hidden fields to your form
As visitors fill out your form (name, email, etc.), Leadsources automatically inserts the UTM parameters into the hidden fields (channel, source, etc.).
Add these hidden fields to your form to store UTM parameters. We provide a step-by-step guide for every popular form builder.
Step 4: Track UTM parameters in Zoho CRM
When someone clicks on your campaign and lands on your website, Leadsources captures the UTM parameters from your URL.
These UTM parameters are inserted by Leadsources into the hidden fields of your form.
Upon form submission, the UTM parameters and the form’s responses are sent to Zoho CRM. This requires you to connect your form to Zoho CRM.
How does Leadsources work?
By adding the Leadsources code to the head tag of your website, Leadsources reads and captures the UTM parameters in your URL every time someone lands on your site.
It then stores the UTM parameters in the hidden fields of your form.
If a visitor enters your site without clicking on a link containing UTM parameters, Leadsources still captures data about the visitor using the referrer:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Accordingly, you can still track important lead source data, even when you can’t (or don’t want to) use UTM parameters, such as:
- On Google Search
- On your Instagram bio link
- On your social media posts
While most tools only track lead sources using UTM parameters, Leadsources enables you to track lead origins from any source:
- Organic Search
- Paid Search
- Organic Social
- Paid Social
- Referral
- Affiliate
- Display Advertising
- Direct Traffic
This helps you collect lead source data in one place.
How to run performance reports
Now that you have captured your UTM parameters into Zoho CRM, you can use it to run performance reports such as:
- Leads per channel
- Revenue per channel
- Revenue per keyword
This allows you to make informed decisions about your marketing spend.
Let’s review what type of reports you can run.
Lead performance reports
You can run reports showing the volume of leads generated by:
- Channel
- Source
- Campaign
- Landing page
- Landing page subfolder
Example #1
If you run campaigns on different channels (SEO, PPC, email, etc.), you can export the data collected and create a report: “Leads by channel”.
Example #2
Once you know which channel drives the most leads (e.g., Google Ads), you can go deeper by selecting this channel and identifying the number of leads generated for each ad campaign.
Example #3
After identifying the campaign driving the most leads, you can further analyze this campaign by examining the specific keywords generating leads.
Sales performance report
Knowing which ads and keywords drive most of your leads is valuable, but does it mean these ads and keywords add to your revenue?
By sending your form submissions to Zoho CRM, you can generate sales performance reports.
Example:
| Channels | Search Paid | Social Paid |
| Leads | 50 | 75 |
| Sales | 5 | 6 |
| Average order value | $150 | $100 |
| Revenue | $750 | $600 |
You ran ads on Google and Facebook, and found that Social Paid ads generated more leads than Search Paid ads.
After a few weeks, analyzing which leads converted into paying customers shows that the Search Paid channel generated more revenue with fewer leads than the Social Paid channel. This helps you decide to increase your Search Paid budget.