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 name | Label | Type |
|---|---|---|
st_fc_channel | First Click Channel | Text |
st_fc_detail_1 | First Click Smart Field 1 | Text |
st_fc_detail_2 | First Click Smart Field 2 | Text |
st_fc_detail_3 | First Click Smart Field 3 | Text |
st_fc_detail_4 | First Click Smart Field 4 | Text |
st_lc_channel | Last Click Channel | Text |
st_lc_detail_1 | Last Click Smart Field 1 | Text |
st_lc_detail_2 | Last Click Smart Field 2 | Text |
st_lc_detail_3 | Last Click Smart Field 3 | Text |
st_lc_detail_4 | Last Click Smart Field 4 | Text |
st_fc_landing_page | First Click Landing Page | Text |
st_lc_landing_page | Last Click Landing Page | Text |
Optional extended fields
| Field name | Label | Type |
|---|---|---|
st_fc_click_id | First Click Click ID | Text |
st_lc_click_id | Last Click Click ID | Text |
st_visits | Visit Count | Number |
st_days_to_convert | Days to Convert | Number |
st_device | Device Type | Text |
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.
Doesn't answer your question or need more help? Get in touch.
