---
title: Send lead source data to Nimble CRM
description: "**Prerequisite:**🔗[Add the Leadsources script to your website](https://help.leadsources.io/docs/add-leadsources-code/) 🔗[Add hidden fields to your form](https://help.leadsources.io/docs/add-hidden-fields/) We collect leads along with their source details (channel, source, campaign, term, content, landing page, and landing page subfolder). Our goal is to **send leads (and their…"
url: "https://help.leadsources.io/docs/nimble-crm/"
updated: "2024-11-29"
category: Connect CRM
---

# Send lead source data to Nimble CRM

**Prerequisite:**🔗[Add the Leadsources script to your website](https://help.leadsources.io/docs/add-leadsources-code/)
🔗[Add hidden fields to your form](https://help.leadsources.io/docs/add-hidden-fields/)

We collect leads along with their source details (channel, source, campaign, term, content, landing page, and landing page subfolder).

Our goal is to **send leads (and their lead source data) to Nimble CRM**, enabling you to track which leads become customers. Then, you can **loop each customer back to the exact channel, source, campaign, etc. that generated it**.

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

**Zapier**is the tool that will be used to transfer your leads and their source data to Nimble CRM.

We will do it in two steps:

1. **Set up custom fields in Nimble CRM** - to store lead source data.
2. **Use Zapier to send your leads**- from your form to Nimble CRM.

## Step 1: Create custom fields in Nimble CRM

**What is a custom field?**
To store the lead source data within each lead in Nimble CRM, we need to **create custom fields**.
In Nimble, you currently use fields to populate additional information about your leads (address, name, company, etc.).
With custom fields, we will allow Nimble 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 Nimble CRM account.

On the bottom left corner, click on the **Settings**gear.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-1.webp)

From the **Settings**panel --> Click **Data Fields**.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-2.webp)

We are going to add a list of 7 custom fields to store our lead source data.

Click **Add New Tab**:

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-3-1024x657.webp)

1. Give it a name (we choose to name it **Lead source**)
2. Display on: Select **People & Companies**or **People only**
3. Click **Create tab**

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-4-1024x657.webp)

The new tab is added to the list. Hoover on your new tab --> Click **+ Field**

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-5-1024x657.webp)

The **Create New Field**section opens on the right. Let's create the custom field that will store the **Channel** data:

- Tab=**Lead source**
- Group=**Outside of any group**
- Field Type=**Short Text**
- Allow multiple values: leave it switched off
- Field Name=**Channel**
- Click **Create Field**

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-6.webp)

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.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-7-1024x657.webp)

| **Field Name** | **Field Type** |
| --- | --- |
| Source | Short Text |
| Campaign | Short Text |
| Term | Short Text |
| Content | Short Text |
| Landing page | Short Text |
| Landing page subfolder | Short Text |

All your custom fields are now created.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-8-1024x657.webp)

To view the custom fields, head back to the **Contacts** section. Open a contact.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-9.webp)

Click the **Data Fields** tab --> Click the **Lead source**tab.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-11-1024x657.webp)

You can now see how the custom fields are presented inside the contact details.

All the fields are currently empty. The next step is to populate them with lead source data whenever we generate a new lead.

To do so, we will **connect our form builder with Nimble 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 Nimble CRM**
**Note**: This workflow sends your new leads to Nimble CRM. If you’re already sending leads to Nimble automatically, ensure this method doesn’t create duplicates. Customize this guide to fit your specific needs.

**Sign up**to Zapier.com (it's free).

Create a new **Zap**.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Monday-CRM-7-1024x461.webp)

The **Zap editor** opens.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-8.webp)

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.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-9.webp)

Set the **Trigger event**as "New entry" - wording can vary.

Under **Account**, link your form builder account with Zapier.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-24.webp)

Click **Continue**.

Under **Form**, select the form you want to connect.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-to-Pipedrive-10.webp)

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 Nimble CRM when a new lead is generated in our form builder. In our case, we want to *Create Contact*on Nimble CRM.

Let's go through the steps:

Search for **Nimble**. Select it.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-12.webp)

Under **Action event**, select **Create Contact**.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-13.webp)

Under **Account**, connect your Nimble CRM account with Zapier.

Click **Continue**.

The **Configure**section opens.

Here, we want to map the fields between our form builder and Nimble CRM.
**Tip**: Start by scrolling all the way down the **Configure**section, and work your way up.

Map the data you want to send to Nimble the way you want.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-14.webp)

As you map your way up the **Configure**step, you will arrive to the lead source fields: channel, source, campaign, term, content, landing page, landing page subfolder.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-15.webp)

Let's map the **Channel**field: click the **+** icon, and select the **Channel**hidden field from your form.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-16.webp)

Map the rest of the Custom fields (of Nimble CRM) with their associated hidden fields (of your form builder):

- Source
- Campaign
- Term
- Content
- Landing page
- Landing page subfolder

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-17.webp)

Click **Continue**. You enter in the **Test**step. Click **Test step**.

If the test data is properly passed to Nimble 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:

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 Nimble CRM --> **Contacts**page.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-18.webp)

Search for the new lead you have just generated. Open it.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-19.webp)

On the right side, select the **Data Field** tab --> Select the **Lead source**tab.

![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nimble-CRM-21-1024x657.webp)

You can now track the source of each lead in Nimble 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.