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CRM Setup

Set up SourceTag with HubSpot

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

What you need

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

Step 1: Go to contact properties

In HubSpot, navigate to Settings > Properties.

Step 2: Create custom properties

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

Core properties (create these)

Property nameLabelType
st_fc_channelFirst Click ChannelSingle-line text
st_fc_detail_1First Click Smart Field 1Single-line text
st_fc_detail_2First Click Smart Field 2Single-line text
st_fc_detail_3First Click Smart Field 3Single-line text
st_fc_detail_4First Click Smart Field 4Single-line text
st_lc_channelLast Click ChannelSingle-line text
st_lc_detail_1Last Click Smart Field 1Single-line text
st_lc_detail_2Last Click Smart Field 2Single-line text
st_lc_detail_3Last Click Smart Field 3Single-line text
st_lc_detail_4Last Click Smart Field 4Single-line text
st_fc_landing_pageFirst Click Landing PageSingle-line text
st_lc_landing_pageLast Click Landing PageSingle-line text

Optional extended properties

Property nameLabelType
st_fc_click_idFirst Click Click IDSingle-line text
st_lc_click_idLast Click Click IDSingle-line text
st_visitsVisit CountNumber
st_days_to_convertDays to ConvertNumber
st_deviceDevice TypeSingle-line text

See Captured Fields for the full list of available fields.

Step 3: Map form fields to CRM properties

If your form builder sends data to HubSpot via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding HubSpot custom properties.

Step 4: Test

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

Tips

  • Create a “SourceTag Attribution” property group to keep things organised.
  • The property internal name in HubSpot must match the form field name. HubSpot may modify internal names automatically.
  • 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.