--- title: Send lead source data to Nutshell 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). We aim to send this data to Nutshell…" url: "https://help.leadsources.io/docs/nutshell-crm/" updated: "2024-12-03" category: Connect CRM --- # Send lead source data to Nutshell 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). We aim to send this data to Nutshell CRM, allowing you to track which leads become customers and identify the channels, sources, campaigns, etc. driving sales. This helps you**optimize your marketing budget** by focusing on what works and eliminating what doesn’t. We use **Zapier**to transfer your leads and their source data to Nutshell CRM. We will do it in two steps: 1. Set up custom fields in Nutshell CRM to store lead source data. 2. Use Zapier to send new leads (and their lead source data) from your form to Nutshell CRM. ## Step 1: Create custom fields in Nutshell CRM ****What is a custom field?**** To store the lead source data within each lead in Nutshell CRM, we need to **create custom fields**. In Nutshell, you currently use fields to populate additional information about your leads (address, name, company, etc.). With custom fields, we will allow Nutshell 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 **Nutshell**account. In the left panel, click on **Settings**. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-1.webp) Scroll down the settings panel on the left, click on **Custom fields**. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-2.webp) Click **+ Add custom field...** ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-3.webp) The **New custom field**pop-up opens. Let's create the custom field that will store the **Channel** data: - Name=**Channel** - Entity=**Lead** - Type=**Text** - Click **New custom field** We have now created the **Channel**custom field. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-4.webp) Let's use the same process to create the rest of the fields that will store the other lead source data. | **Name** | **Entity** | **Type** | | --- | --- | --- | | Source | Lead | Text | | Campaign | Lead | Text | | Term | Lead | Text | | Content | Lead | Text | | Landing page | Lead | Text | | Landing page subfolder | Lead | Text | All your custom fields are now created. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-5-1024x657.webp) You can view them by heading back to **Leads**. Open a lead. Scroll down, and on the bottom right, you will see the 7 custom fields: channel, source, campaign, term, content, landing page, and landing page subfolder. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-6.webp) They are currently empty. So the next step is to fill them out whenever we generate a new lead. To achieve this, we are going to connect our **form builder**with **Nutshell 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 Nutshell CRM** **Note**: This workflow sends your new leads to Nutshell CRM. If you’re already sending leads to Nutshell 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**. ![](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 Nutshell CRM when a new lead is generated in our form builder. In our case, we want to *Create Lead*on Nutshell CRM. Let's go through the steps: Search for **Nutshell**. Select it. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-7.webp) Under **Action event**, select **Create Lead**. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-8.webp) Under **Account**, connect your Nutshell CRM account with Zapier. Click **Continue**. The **Configure**section opens. Here, we want to **map the fields between our form builder and Nutshell CRM**. Feel free to map the data you want to send to Nutshell. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-9.webp) 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) ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-11.webp) Now, let's map the rest of the custom fields (from Nutshell CRM) with their associated hidden fields (from 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-Nutshell-CRM-12.webp) 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 Nutshell CRM -->in the **Leads**page. If the connection was successful, you will see your new lead. Open it. ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-13.webp) Scroll down to find the custom fields: channel, source, campaign, term, content, landing page, and landing page subfolder. On the right side, you will see the custom fields **filled out with the lead source data**captured by Leadsources (channel, source, campaign, term, content, landing page, and landing page subfolder). ![](http://help.leadsources.io/wp-content/uploads/2024/11/Send-lead-source-data-to-Nutshell-CRM-14.webp) You can now track the source of each lead in Nutshell 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.