Send lead source data to Monday CRM

Table of contents

We want to send the lead source data from our form to Monday CRM.

We will use Zapier to map the hidden fields of our form builder with Monday CRM columns.

Step 1: Add new fields on Monday CRM #

Let’s first set up Monday CRM by adding the columns that will receive the lead source data.

On the Contact board in Monday CRM, create a new column by clicking the plus button located at the top right of your contact list.

Click More Columns –> Select Text

A new column is created. Edit the name directly in the header of the column.

Create a total of 7 text columns and give them the following names:

  • Channel
  • Source
  • Campaign
  • Term
  • Content
  • Landing page
  • Landing page subfolder

We will now map these 7 columns with the 7 hidden fields that you created in your form.

Step 2: Map the columns to the form’s hidden fields #

To connect Monday CRM to your form builder, we will use Zapier.

Note that there are other ways to connect them together (API, pre-made integration between Monday CRM and your form builder). You can choose the method that suits you best. We choose Zapier since this method works for all form builders.

Create a free account on Zapier.com

Click on Zap to create a new integration

Let’s first set up the trigger: We want to map your form builder’s fields (visible and hidden) to your Monday CRM.

  • Setup:
    • Click inside the Trigger box to start setting up the trigger –> search your form builder and select it. For this example, we will use Typeform.
    • As Trigger event –> Select New Entry
    • Under Account –> Follow the steps to connect to your form builders’ account
    • Click Continue
  • Configure:
    • Click Form –> Select the form you want to connect with Monday CRM
    • Click Continue
  • Test:
    • Click Test Trigger to validate that Zapier properly collects your leads data from the form builder
    • If a record is found, you will be prompted to click on “Continue with selected record“
  • Set up the Action:
    • Set up:
      • Search and select Monday.com
      • Under Action event, select Create Item
      • Under Account –> Follow the steps to connect to your Monday CRM account
      • Click Continue
    • Configure:
      • Board ID –> Select the board where you want to send your leads
      • Group ID –> Select in which group ID your leads should be sent
      • Item name –> Map this field with the contact name of your lead
      • Other fields –> Map the other fields of your form with Monday’s fields
      • Channel –> Map this hidden field with the “channel” column of Monday we created previously
      • Source –> Same here. Map the source hidden field of your form with the “source” column on Monday
      • Campaign –> Map the campaign hidden field of your form with the “campaign” column on Monday
      • Term–> Map the term hidden field of your form with the “term” column on Monday
      • Content–> Map the content hidden field of your form with the “content” column on Monday
      • Landing page –> Map the landing page hidden field of your form with the “landing page” column on Monday
      • Landing page subfolder–> Map the Landing page subfolder hidden field of your form with the “Landing page subfolder” column on Monday
      • Click Continue
    • Test:
      • Click Test Step to validate that Zapier properly sends your leads from the form builder to your Monday CRM board
    • Click Publish to activate the integration

    Step 2: Test the mapping #

    To test the mapping, generate a test lead from your form builder:

    1. Open an incognito window in your browser (to avoid any previous lead source tracking to override the data tested)
    2. Paste the URL of your landing page directly in the URL bar. You want to add the following UTM parameters to test all the lead source data:
      • UTM_source=source-test
      • UTM_campaign=campaign-test
      • UTM_term=adset-test
      • UTM_content=ad-test
    3. Submit your form
    4. Go to Monday CRM:
      • Your test lead should be added in your Contact list
      • In the new columns you have created, you should see the following values:
        • Channel: Direct
        • Source: source-test
        • Campaign: campaign-test
        • Term: adset-test
        • Content: ad-test
        • Landing page: yoursite.com/landing-page
        • Landing page subfolder: /
      • Troubleshoot:
        • If your lead is not added to your contact list:
          • check if your form was properly submitted by opening the submission page of your form builder
          • Check your Zapier Zap
        • If the lead is added to your contact list, but the lead source data are not tracked:
          • Check that you are performing the test on the website you have registered on Leadsources
          • Check that the mapping is properly implemented on Zapier –> Check for any issue on Zapier side
          • Contact us for support
    What are your feelings