Prerequisite:
đź”—Add the Leadsources script to your website
đź”—Add hidden fields to your form
We collect leads along with their source details, such as channel, source, campaign, etc.
Our aim is to send all this data to Capsule CRM, so you can track which leads turn into customers and understand which channels, sources, or campaigns are driving sales.
This information helps you allocate your marketing budget more effectively by focusing on what works and cutting out what doesn’t work.
We use Zapier to transfer your leads and their source data to Capsule CRM.
We will do it in two steps:
- Set up custom fields in Capsule CRM to store lead source data.
- Use Zapier to send lead source data from your form to Capsule CRM.
Step 1: Create custom fields in Capsule CRM #
What is a custom field?
To store the lead source data within each lead in Capsule CRM, we need to create custom fields.
In Capsule, you currently use fields to populate additional information about your leads (address, name, company, etc.).
With custom fields, we will allow Capsule 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 Capsule CRM account.
On the top right corner, click on your profile –> Click Account Settings.
From the Account Settings page, select Custom Fields.
From the Custom Fields page:
- Make sure that the People and Organizations tab is selected
- Click Add Custom Field.
The Custom Field pop-up opens. Let’s create the custom field that will store the Channel data:
- Type=Text
- Label=Channel
- Applies to: select People & Organizations or People only
- Check the Searchable box
- Click Save
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.
| Label | Type |
| Source | Text |
| Campaign | Text |
| Term | Text |
| Content | Text |
| Landing page | Text |
| Landing page subfolder | Text |
All your custom fields are now created.
You can view them by heading back to People & Organizations. Open a lead.
Click Edit. Scroll down to the Custom Fields section. Click it to deploy all the fields.
You should be able to see all the fields you have just created.
They are currently empty. So the next step is to fill them out whenever we generate a new lead.
To do so, we will connect our form builder with Capsule 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 Capsule CRM
Note: this workflow sends your new leads on Capsule CRM. If you are already automatically sending leads to Capsule, make sure that you are not creating duplicate leads with the method described here. Adapt this guide to your specific needs.
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 Capsule CRM when a new lead is generated in our form builder. In our case, we want to Create Contact on Capsule CRM. Let’s go through the steps:
Search for Capsule CRM. Select it.
Under Action event, select Create Contact.
Under Account, connect your Capsule CRM account with Zapier.
Click Continue.
The Configure section opens. Here, we want to map the fields between our form builder and Capsule CRM. Feel free to map the data you want to send to Capsule.
Simply scroll down to find 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 (from Capsule 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 data is properly passed to Capsule CRM, 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”— 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 Capsule CRM –> People & Organizations page. You should see your newly added lead appear, open it.
On the left side, you will see the Custom Fields appear, 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 Capsule CRM directly.
So when a lead transforms as a paid customer, you can loop this customer back to the channel, source, campaign, etc. that generated it.
As a result, you can adjust your marketing efforts to focus on the channels, sources, campaigns, etc. that bring customers.