Insightly
Lead attribution for Insightly
Every Insightly lead arrives with the channel, campaign and keyword that produced it.
Your website
Script installed
SourceTag
Captures attribution
Your forms
Hidden fields sent
Insightly
Data arrives tagged
Your website
Script installed
SourceTag
Captures attribution
Your forms
Hidden fields sent
Insightly
Data arrives tagged
The problem
Insightly shows you the lead. It doesn't show you which campaign or keyword produced it, so you're stuck guessing what to spend more on.
How to set it up
SourceTag runs on your site and remembers how each visitor arrived. When they submit a form, hidden fields carry that history into Insightly, so the new contact already has its channel, source, campaign and keyword attached.
Add SourceTag to your site
Paste the script tag in your header, or use the WordPress plugin if that's easier.
Create matching fields in Insightly
Add contact or lead fields in Insightly named st_fc_channel, st_fc_detail_1 and so on. The setup guide has the full list.
Match hidden fields on your forms
Whatever builds your forms, add hidden fields with the same names so the data has somewhere to land.
Run a test lead through
Visit your site with ?utm_source=test&utm_medium=cpc, submit the form, and check the new record in Insightly.
How data gets into Insightly
SourceTag doesn't connect to Insightly directly. It works through your forms. Whatever form builder you use, attribution data gets submitted alongside the lead's details and flows into Insightly through your existing form-to-CRM connection.
Any form builder that supports hidden fields will work:
Frequently asked questions
Yes. You need fields in Insightly for things like channel, source, campaign, and keyword. Most CRMs make this straightforward. See the setup guide for Insightly-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 Insightly. No new integration needed.
Yes. Once the fields exist in Insightly, you can filter, group, and report on them like any other field. See which channels drive the most leads, pipeline, or revenue.
If Insightly has built-in forms that support hidden fields, yes. Otherwise, use any third-party form builder that sends data to Insightly.
