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Monday CRM

Lead attribution for Monday CRM

Every Monday CRM lead arrives with the channel, campaign and keyword that produced it.

Your website

Script installed

SourceTag

Captures attribution

Your forms

Hidden fields sent

Monday CRM

Data arrives tagged

The problem

Monday CRM 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 Monday CRM, so the new contact already has its channel, source, campaign and keyword attached.

1

Add SourceTag to your site

Paste the script tag in your header, or use the WordPress plugin if that's easier.

2

Create matching fields in Monday CRM

Add contact or lead fields in Monday CRM named st_fc_channel, st_fc_detail_1 and so on. The setup guide has the full list.

3

Match hidden fields on your forms

Whatever builds your forms, add hidden fields with the same names so the data has somewhere to land.

4

Run a test lead through

Visit your site with ?utm_source=test&utm_medium=cpc, submit the form, and check the new record in Monday CRM.

How data gets into Monday CRM

SourceTag doesn't connect to Monday CRM directly. It works through your forms. Whatever form builder you use, attribution data gets submitted alongside the lead's details and flows into Monday CRM through your existing form-to-CRM connection.

Any form builder that supports hidden fields will work:

Frequently asked questions

Related integrations

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