CRM Setup
Set up SourceTag with Pipedrive
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Pipedrive. You need to create custom person fields that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Pipedrive account with admin access
Step 1: Go to data fields settings
In Pipedrive, navigate to Settings > Company settings > Data 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 Pipedrive via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Pipedrive custom fields.
Step 4: Test
Submit a form with UTM parameters and check the person record in Pipedrive. The custom fields should be populated with attribution data.
Tips
- The field internal name in Pipedrive must match the form field name. Pipedrive may modify internal names automatically.
- Test with a fresh person (not one that already exists) for the cleanest test.
- Pipedrive’s native web forms (LeadBooster Web Forms) do not support hidden fields. If you’re using Pipedrive’s built-in forms, use a third-party form builder (like Gravity Forms or WPForms) that submits to Pipedrive via Zapier or a direct integration instead.
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