Prerequisite:
đź”—Add the Leadsources script to your website
đź”—Add hidden fields to your form
We collect leads, alongside lead source data (channel, source, campaign, etc.).
Our goal is to transfer all this data to Close CRM. This helps us track which leads convert into paying customers and identify the channels, sources, campaigns, etc. driving our sales.
With this insight, you can better allocate your marketing budget by investing in the marketing efforts that generate revenue and cutting out underperforming ads.
We are going to use Zapier to send your leads, alongside their lead source data, to Close CRM.
We will do it in 2 steps:
- Create custom fields in Close CRM that will store the lead source data
- Send the lead source data from your form to Close CRM using Zapier
Step 1: Create custom fields in Close CRM #
What is a custom field?
To store the lead source data within each lead in Close CRM, we need to create custom fields.
In Close, you currently use fields to populate additional information about your leads (address, name, company, etc.).
With custom fields, we will allow Close to store the lead source data in each lead: channel, source, campaign, term, content, landing page, and landing page subfolder.
Let’s get started!
To proceed, log in your Close CRM account.
Click Leads on the left panel.
Open any existing lead.
Scroll down until you reach the Custom Field section at the bottom left of the lead.
To add a custom field, click the + icon located at the top-right of the Custom Fields section.
Click on Create a new custom field. The Add Lead Custom Field pop-up opens:
- Under Name, write Channel
- Leave the field Type as Text
- Click Add Field
We have now created the Channel custom field. Let’s follow the same process to create the following custom fields:
| Name | Type |
| Source | Text |
| Campaign | Text |
| Term | Text |
| Content | Text |
| Landing page | Text |
| Landing page subfolder | Text |
Click Save.
At this stage, since we didn’t populate any value into these new fields, you can’t view them from your lead.
Now that we have the created custom fields, let’s connect your form with Close CRM to send your leads to Close CRM.
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 Close CRM
Note: this workflow sends your new leads on Close CRM. If you are already automatically sending leads to Close with Zapier, 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 generated in our form builder.
In our case, we use Typeform to collect leads. But you can connect another form builder – Zapier covers most popular form builders.
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 Close CRM when a new lead is generated in our form builder. In our case, we want to Create a module entry on Close CRM. Let’s go through the steps:
Search for Close. Select it.
Under Action event, select Create Lead.
Under Account, connect your Close app with Zapier.
Click Continue.
The Configure section opens. Here we want to map the data from our form builder with the Close CRM fields. Feel free to map the data the way you prefer.
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 Close 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 Close 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 (SEO, Google Ads, Organic Social, Referral, Direct, etc.).
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 Close CRM –> Leads. You should see your newly added lead appear, open it.
Scroll down to the Custom Fields section.
The custom fields should be populated with the lead source data captured in your form (channel, source, etc.).
If no value was captured (example, in the absence of UTM parameters for the Term and Content fields), then the associated custom field will not displayed by Close CRM.