Close
Lead attribution for Close
See which channels, campaigns, and keywords drive leads into Close.
Your website
Script installed
SourceTag
Captures attribution
Your forms
Hidden fields sent
Close
Data arrives tagged
Your website
Script installed
SourceTag
Captures attribution
Your forms
Hidden fields sent
Close
Data arrives tagged
The problem
You open Close and see a new lead. But where did they come from? Was it the Google Ads campaign you increased budget on, or the blog post your team spent a week on? Close stores leads but doesn't track what brought them in.
How to set it up
SourceTag sits on your website and tracks how visitors arrive. When someone fills out a form, attribution data flows into Close through hidden fields. Every contact gets tagged with the channel, source, campaign, and keyword that created it.
Install SourceTag on your website
Add the script tag to your site header, or install the WordPress plugin.
Create custom fields in Close
Add custom contact or lead fields in Close for the SourceTag data (st_fc_channel, st_fc_detail_1, etc.).
Add hidden fields to your forms
Add hidden fields to your form builder matching the SourceTag field names. See the setup guide for your specific form builder.
Test with UTM parameters
Visit your site with ?utm_source=test&utm_medium=cpc, submit a form, and check the contact record.
How data gets into Close
SourceTag doesn't connect to Close directly. It works through your forms. Whatever form builder you use, attribution data gets submitted alongside the lead's details and flows into Close through your existing form-to-CRM connection.
Any form builder that supports hidden fields will work:
Frequently asked questions
Yes. You need fields in Close for things like channel, source, campaign, and keyword. Most CRMs make this straightforward. See the setup guide for Close-specific steps.
Through your forms. SourceTag writes attribution data into hidden form fields. When the form submits, your existing form-to-CRM connection carries that data into Close. No new integration needed.
Yes. Once the fields exist in Close, you can filter, group, and report on them like any other field. See which channels drive the most leads, pipeline, or revenue.
If Close has built-in forms that support hidden fields, yes. Otherwise, use any third-party form builder that sends data to Close.
Related integrations
Done-for-you attribution. Set up in 5 minutes.
14-day free trial. No credit card required. Every lead tagged with the source that created it.