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).
We aim to send this data to Nutshell CRM, allowing you to track which leads become customers and identify the channels, sources, campaigns, etc. driving sales.
This helps you optimize your marketing budget by focusing on what works and eliminating what doesn’t.
We use Zapier to transfer your leads and their source data to Nutshell CRM.
We will do it in two steps:
- Set up custom fields in Nutshell CRM to store lead source data.
- Use Zapier to send new leads (and their lead source data) from your form to Nutshell CRM.
Step 1: Create custom fields in Nutshell CRM #
What is a custom field?
To store the lead source data within each lead in Nutshell CRM, we need to create custom fields.
In Nutshell, you currently use fields to populate additional information about your leads (address, name, company, etc.).
With custom fields, we will allow Nutshell to store the lead source data in each lead: channel, source, campaign, term, content, landing page, and landing page subfolder.
Let’s get started!
Log in your Nutshell account.
In the left panel, click on Settings.
Scroll down the settings panel on the left, click on Custom fields.
Click + Add custom field…
The New custom field pop-up opens. Let’s create the custom field that will store the Channel data:
- Name=Channel
- Entity=Lead
- Type=Text
- Click New custom field
We have now created the Channel custom field.
Let’s use the same process to create the rest of the fields that will store the other lead source data.
| Name | Entity | Type |
| Source | Lead | Text |
| Campaign | Lead | Text |
| Term | Lead | Text |
| Content | Lead | Text |
| Landing page | Lead | Text |
| Landing page subfolder | Lead | Text |
All your custom fields are now created.
You can view them by heading back to Leads. Open a lead.
Scroll down, and on the bottom right, you will see the 7 custom fields: channel, source, campaign, term, content, landing page, and landing page subfolder.
They are currently empty. So the next step is to fill them out whenever we generate a new lead.
To achieve this, we are going to connect our form builder with Nutshell CRM 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 Nutshell CRM
Note: This workflow sends your new leads to Nutshell CRM. If you’re already sending leads to Nutshell automatically, ensure this method doesn’t create duplicates. Adjust the guide as needed to fit your process.
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 Nutshell CRM when a new lead is generated in our form builder.
In our case, we want to Create Lead on Nutshell CRM. Let’s go through the steps:
Search for Nutshell. Select it.
Under Action event, select Create Lead.
Under Account, connect your Nutshell CRM account with Zapier.
Click Continue.
The Configure section opens.
Here, we want to map the fields between our form builder and Nutshell CRM. Feel free to map the data you want to send to Nutshell.
Scroll down the Configure section until you find the lead source fields: channel, source, campaign, term, content, landing page, landing page subfolder.
Let’s map the Channel field:
- Click the + icon
- Select the Channel hidden field from your form (perform a search if necessary)
Now, let’s map the rest of the custom fields (from Nutshell CRM) with their associated hidden fields (from your form builder):
- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder
Click Continue. You enter in the Test step. Click Test step.
If the test is successful, 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”— 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.
Head back to Nutshell CRM –>in the Leads page.
If the connection was successful, you will see your new lead. Open it.
Scroll down to find the custom fields: channel, source, campaign, term, content, landing page, and landing page subfolder.
On the right side, you will see the custom fields filled out with the lead source data captured by Leadsources (channel, source, campaign, term, content, landing page, and landing page subfolder).
You can now track the source of each lead in Nutshell CRM directly.
So when a lead transforms as a customer, you can connect this customer back to the channel, source, campaign, etc. that generated it.
As a result, you can adjust your marketing activities to focus on the channels, sources, campaigns, etc. that generate sales.