← All docs

CRM Setup

Set up SourceTag with Freshsales

When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Freshsales. You need to create custom contact fields that match the SourceTag field names.

What you need

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

Step 1: Go to custom fields settings

In Freshsales, navigate to Admin Settings > Contact Fields.

Step 2: Create custom fields

Create a new custom text field 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 Freshsales via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Freshsales custom fields.

Step 4: Test

Submit a form with UTM parameters and check the contact record in Freshsales. The custom fields should be populated with attribution data.

Tips

  • Create a “SourceTag Attribution” group to keep things organised.
  • The field internal name in Freshsales must match the form field name. Some CRMs modify internal names automatically.
  • Test with a fresh contact (not one that already exists) for the cleanest test.
  • Freshsales native web forms may discard values written to hidden fields by external scripts. If attribution data isn’t coming through on Freshsales forms, use a third-party form builder (like Gravity Forms, WPForms, or a plain HTML form) that submits to Freshsales via Zapier or the Freshsales API instead.

Doesn't answer your question or need more help? Get in touch.