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 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 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.
