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 name | Label | Type |
|---|---|---|
st_fc_channel | First Click Channel | Single-line text |
st_fc_detail_1 | First Click Smart Field 1 | Single-line text |
st_fc_detail_2 | First Click Smart Field 2 | Single-line text |
st_fc_detail_3 | First Click Smart Field 3 | Single-line text |
st_fc_detail_4 | First Click Smart Field 4 | Single-line text |
st_lc_channel | Last Click Channel | Single-line text |
st_lc_detail_1 | Last Click Smart Field 1 | Single-line text |
st_lc_detail_2 | Last Click Smart Field 2 | Single-line text |
st_lc_detail_3 | Last Click Smart Field 3 | Single-line text |
st_lc_detail_4 | Last Click Smart Field 4 | Single-line text |
st_fc_landing_page | First Click Landing Page | Single-line text |
st_lc_landing_page | Last Click Landing Page | Single-line text |
Optional extended properties
| Property name | Label | Type |
|---|---|---|
st_fc_click_id | First Click Click ID | Single-line text |
st_lc_click_id | Last Click Click ID | Single-line text |
st_visits | Visit Count | Number |
st_days_to_convert | Days to Convert | Number |
st_device | Device Type | Single-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.
