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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 nameLabelType
st_fc_channelFirst Click ChannelText
st_fc_detail_1First Click Smart Field 1Text
st_fc_detail_2First Click Smart Field 2Text
st_fc_detail_3First Click Smart Field 3Text
st_fc_detail_4First Click Smart Field 4Text
st_lc_channelLast Click ChannelText
st_lc_detail_1Last Click Smart Field 1Text
st_lc_detail_2Last Click Smart Field 2Text
st_lc_detail_3Last Click Smart Field 3Text
st_lc_detail_4Last Click Smart Field 4Text
st_fc_landing_pageFirst Click Landing PageText
st_lc_landing_pageLast Click Landing PageText

Optional extended fields

Field nameLabelType
st_fc_click_idFirst Click Click IDText
st_lc_click_idLast Click Click IDText
st_visitsVisit CountNumber
st_days_to_convertDays to ConvertNumber
st_deviceDevice TypeText

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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