Set up SourceTag with Zoho CRM

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

What you need

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

Step 1: Go to custom fields settings

In Zoho CRM, navigate to Setup > Customisation > Modules and Fields > Contacts.

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	Single Line
st_fc_detail_1	First Click Smart Field 1	Single Line
st_fc_detail_2	First Click Smart Field 2	Single Line
st_fc_detail_3	First Click Smart Field 3	Single Line
st_fc_detail_4	First Click Smart Field 4	Single Line
st_lc_channel	Last Click Channel	Single Line
st_lc_detail_1	Last Click Smart Field 1	Single Line
st_lc_detail_2	Last Click Smart Field 2	Single Line
st_lc_detail_3	Last Click Smart Field 3	Single Line
st_lc_detail_4	Last Click Smart Field 4	Single Line
st_fc_landing_page	First Click Landing Page	Single Line
st_lc_landing_page	Last Click Landing Page	Single Line

Optional extended fields

Field name	Label	Type
st_fc_click_id	First Click Click ID	Single Line
st_lc_click_id	Last Click Click ID	Single Line
st_visits	Visit Count	Number
st_days_to_convert	Days to Convert	Number
st_device	Device Type	Single Line

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

Step 4: Test

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

Tips

• Create a “SourceTag Attribution” section to keep things organised.
• The field internal name in Zoho CRM 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.