Prerequisite:
đź”—Add the Leadsources script to your website
đź”—Add hidden fields to your form
We collect leads along with their source details: channel, source, campaign, term, content, landing page, and landing page subfolder.
Our goal is to send these leads and their source data to Copper CRM, so you can track which leads convert into customers and link each customer back to the specific channel, source, campaign, etc. that generated them.
This insight helps you make the most of your marketing budget by focusing on what works and cutting out what doesn’t.
We’ll use Zapier to transfer your leads and their source data to Copper CRM in two steps:
- Set up custom fields in Copper – to store lead source data.
- Use Zapier to send your leads – from your form to Copper.
Step 1: Create custom fields in Copper CRM #
What is a custom field?
To store lead source data for each lead in Copper CRM, we’ll need to create custom fields.
Copper already uses fields to store additional information about your leads, such as address, name, and company. By adding custom fields, we can include lead source data for each lead: channel, source, campaign, term, content, landing page, and landing page subfolder.
Let’s get started!
Log in Copper CRM.
Click People –> Open a person.
Scroll all the way down the Details tab –> Click + Add new field.
The Create Field on People pop-up opens. Let’s fill it out to create the Channel custom field:
- Field Type=Text Field
- Label=Channel
- Include fields in: check the boxes where you want this field to appear – we will check Filters
- Click Save
We have created the Channel custom field.
Let’s create the rest of the fields by following the same steps.
| Label | Field Type |
| Source | Text Field |
| Campaign | Text Field |
| Term | Text Field |
| Content | Text Field |
| Landing page | Text Field |
| Landing page subfolder | Text Field |
We have now added all the custom fields we needed to store the lead source data.
To modify the custom fields, simply click on Settings –> Under Customize, click Manage Fields On Records.
You will find the list of your custom fields. You can edit them from here.
To fill out these fields with lead source data whenever a new lead is generated, we will connect our form builder with Copper using Zapier.
Step 2: Send lead source data using Zapier #
Zapier is a workflow automation software that creates workflows between different tools. In our case, we will create the following workflow:
When a new lead is captured in our form ➡️ Create a new Lead in Copper
Note: This workflow sends new leads to Copper. If you’re already sending leads to Copper automatically, make sure this method doesn’t create duplicates. Adjust this guide as needed to suit your specific setup.
Sign up to Zapier.com (it’s free).
Create a new Zap.
The Zap editor opens.
Click in the Trigger box.
Our trigger will be: a new lead is created in our form builder.
In our case, we use Typeform to collect leads. But you can connect another form builder.
Search for your form builder in the search bar. Select it.
Set the Trigger event as “New entry” – wording can vary.
Under Account, link your form builder account with Zapier.
Click Continue.
Under Form, select the form you want to connect.
Click Continue –> Click Test Trigger –> Click Continue with selected record.
The pop-up for the Action box opens. Here we are going to define the Action event you want to occur on Copper when a new lead is generated in our form builder. In our case, we want to Create Person on Copper.
Let’s go through the steps:
Search Copper. Select it.
Under Action event, select Create Person.
Under Account, connect your Copper account with Zapier.
Click Continue.
The Configure section opens.
Here, we want to map the fields between our form builder and Copper.
Map the data you want to send to Copper the way you want.
As you map your way down the Configure step, you will arrive to the lead source fields: channel, source, campaign, term, content, landing page, landing page subfolder.
Let’s map the Channel field: click the + icon, and select the Channel hidden field from your form.
Map the rest of the Custom fields (created on Copper) with their associated hidden fields (from our form):
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
Click Continue. You enter in the Test step. Click Test step.
If the test data is properly passed to Copper, the test is successful, and a green check is added next to the Test title.
Click Publish.
You are all set!
Step 3: Test the automation #
To test the automation:
- Empty the cache of your browser
- Visit your website from the channel of your choice
You can use this link to emulate a Google Ads click:
đź”—Â https://yoursite.com/landing-page?gclid=123456789&wc_clear=true
&UTM_source=Google+Ads&UTM_campaign=Your+Campaign+Name
&UTM_term=Keyword+Clicked&UTM_content=Ad+Name
➡️ Replace the italic URL with your landing page URL
Fill out your form and submit it.
Let’s verify how this data has been added to Copper.
Head back to the People page on Copper –> Your new lead appear, click on it to open the details.
Scroll down the Details tab, you will see the lead source data populated by Leadsources.
In our case:
- Channel=Paid Search
- Source=google ads
- Campaign=your campaign name
- Term=keyword clicked
- Content=ad name
- Landing page=https://oursite.com/services/our-landing-page
- Landing page subfolder=/services
You can now track the source of each lead directly in Copper.
When a lead converts into a paying customer, you can trace it back to the specific channel, source, campaign, etc. that generated it.
This allows you to refine your marketing efforts by focusing on the channels, sources, campaigns, etc. that drive results.