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CRM Setup

Set up SourceTag with Attio

When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Attio. You need to create custom attributes on People records that match the SourceTag field names.

What you need

  • SourceTag installed and form hidden fields set up
  • Attio account with admin access

Step 1: Go to custom fields settings

In Attio, navigate to the People object and open the attribute settings.

Step 2: Create custom attributes

Create a new custom text attribute for each SourceTag data point:

Core fields (create these)

Field nameLabelType
st_fc_channelFirst Click ChannelText
st_fc_detail_1First Click Smart Field 1Text
st_fc_detail_2First Click Smart Field 2Text
st_fc_detail_3First Click Smart Field 3Text
st_fc_detail_4First Click Smart Field 4Text
st_lc_channelLast Click ChannelText
st_lc_detail_1Last Click Smart Field 1Text
st_lc_detail_2Last Click Smart Field 2Text
st_lc_detail_3Last Click Smart Field 3Text
st_lc_detail_4Last Click Smart Field 4Text
st_fc_landing_pageFirst Click Landing PageText
st_lc_landing_pageLast Click Landing PageText

Optional extended fields

Field nameLabelType
st_fc_click_idFirst Click Click IDText
st_lc_click_idLast Click Click IDText
st_visitsVisit CountNumber
st_days_to_convertDays to ConvertNumber
st_deviceDevice TypeText

See Captured Fields for the full list of available fields.

Step 3: Map form fields to CRM fields

If your form builder sends data to Attio via an integration (Zapier, Make, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Attio custom attributes.

Step 4: Test

Submit a form with UTM parameters and check the person record in Attio. The custom attributes should be populated with attribution data.

Tips

  • Attio uses the term “attributes” rather than “fields”. Create these on the People object.
  • The attribute slug in Attio must match the form field name in your integration mapping.
  • Test with a fresh contact (not one that already exists) for the cleanest test.

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