Send lead source data to Agile CRM

Table of contents

Prerequisite:
đź”—Add the Leadsources script to your website
đź”—Add hidden fields to your form

We currently collect leads – together with their source information (channel, source, campaign, term, content, landing page, and subfolder) – using our form.

Our goal is to send this data to Agile CRM, so you can track which leads convert to customers and identify the channels, sources, campaigns, etc., driving sales.

This allows you to optimize your marketing budget by focusing on what works and eliminating what doesn’t.

We use Zapier to send your leads and their source data to Agile CRM.

The process involves two steps:

  1. Set up custom fields in Agile CRM to store the lead source data.
  2. Use Zapier to send new leads (and their source data) from your form to Agile CRM.

Step 1: Create custom fields in Agile CRM #

What is a custom field?
To store lead source data for each lead in Agile CRM, we need to create custom fields. In Agile CRM, you currently use hidden fields to capture additional details about your leads (address, name, company, etc.).

By creating custom fields, we will enable Agile CRM to store the lead source data for each lead: channel, source, campaign, term, content, landing page, and landing page subfolder.

Log in your Agile CRM account.

Click the user’s image –> Admin Settings.

Select Custom Fields from the left panel –> Click Contacts –> Click + Add.

The Add Custom Field pop-up opens. Let’s add the Channel field:

  • Check the Contacts box
  • Label=Channel
  • Type=Text Field
  • Description=feel free to enter the description of your choice
  • Check the Sortable and Show in filter boxes

You have now created the Channel custom field. Let’s use the same process to add the remaining custom fields.

LabelType
SourceText Field
CampaignText Field
TermText Field
ContentText Field
Landing pageText Field
Landing page subfolderText Field

You are done.

You can view them by heading back to Contacts –> Open a contact.

The custom fields appear. They are currently empty. In the next step, we will connect your form with Agile CRM, so all the custom fields will be populated in Agile with the lead source data captured in your form by Leadsources.

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 lead is captured in our form ➡️ Create contact in Agile CRM

Note: This workflow sends your new leads to Agile CRM. If you’re already sending leads to Agile 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 â€“> Click Test Trigger â€“> 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 Agile CRM when a new lead is generated in our form builder.

In our case, we want to Create Contact on Agile CRM. Let’s go through the steps:

Search for Agile CRM. Select it.

Under Account, connect your Agile CRM account with Zapier.

Once done, click Continue.

The Configure section opens.

Here, we want to map the fields between our form builder and Agile CRM. Feel free to map the data you want to send to Agile.

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:

  1. Click the + icon
  2. Select the Channel hidden field from your form (perform a search if necessary)

Now, let’s map the rest of the custom fields (from Agile 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:

  1. Empty the cache of your browser
  2. Visit your website from the channel of your choice. You can use this link to emulate a Google Ads click:

🔗 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 Agile CRM –>in the Contacts page.

If the automation was successful, you will see your new contact. Open it.

On the bottom left, you will find the custom fields: channel, source, campaign, term, content, landing page, and landing page subfolder.

The custom fields have been 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 Agile 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.

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