Set up SourceTag with Insightly

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

What you need

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

Step 1: Go to custom fields settings

In Insightly, navigate to the custom fields settings.

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 Insightly via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Insightly custom fields.

Step 4: Test

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

Tips

• Insightly custom fields are managed under System Settings > Objects and Fields. Add fields to the Contacts object.
• The field internal name in Insightly 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.