SourceTag

Form Setup

Set up SourceTag with Zoho CRM Webforms

Zoho CRM Webforms are generated from within Zoho CRM. You create custom fields on the CRM module (Leads or Contacts) first, then build a webform that includes those fields as hidden inputs.

What you need

  • SourceTag installed on your website
  • Zoho CRM account with access to custom fields and webforms
  • Admin or customisation permissions in Zoho CRM

Step 1: Create custom fields in Zoho CRM

  1. In Zoho CRM, go to Setup > Customisation > Modules and Fields
  2. Choose the module your webform targets (usually Leads or Contacts)
  3. Click Layouts and edit the layout
  4. Drag a Single Line field onto the layout for each SourceTag field
  5. Set the Field Label to the SourceTag field name (e.g. st_fc_channel)
  6. Save the layout

[IMAGE: Screenshot of Zoho CRM module layout editor showing custom field creation]

Core fields (create these)

  • st_fc_channel
  • st_fc_detail_1
  • st_fc_detail_2
  • st_fc_detail_3
  • st_fc_detail_4
  • st_lc_channel
  • st_lc_detail_1
  • st_lc_detail_2
  • st_lc_detail_3
  • st_lc_detail_4
  • st_fc_landing_page
  • st_lc_landing_page

Optional extended fields

  • st_fc_click_id and st_lc_click_id (click IDs)
  • st_visits (visit count)
  • st_days_to_convert (days since first visit)
  • st_device (device type)

[IMAGE: Screenshot of Zoho CRM Leads module showing all custom SourceTag fields]

Step 2: Create or edit a webform

  1. Go to Setup > Developer Space > Webforms (or Setup > Channels > Webforms)
  2. Click Create Webform (or edit an existing one)
  3. Choose the module (Leads or Contacts)
  4. The webform builder opens

[IMAGE: Screenshot of Zoho CRM webform builder]

Step 3: Add fields and set them as hidden

  1. From the field panel on the left, drag the custom fields you created onto the webform
  2. For each SourceTag field, click on it in the webform builder
  3. In the field properties, tick Hidden or set the visibility to Hidden
  4. Make sure the Field Name (the HTML name attribute) matches the SourceTag field name

Zoho generates a field name based on the CRM field’s API name. Check that this matches the SourceTag field name. If Zoho adds a prefix or modifies the name, you may need to adjust it in the generated HTML after embedding.

[IMAGE: Screenshot of Zoho webform builder showing hidden field settings]

Step 4: Generate and embed the webform

  1. In the webform builder, click Save and then Generate Code (or Embed)
  2. Copy the HTML embed code
  3. Paste it onto your website page

The page must also have the SourceTag script installed.

[IMAGE: Screenshot of Zoho webform embed code]

Step 5: Verify field names in the HTML

Before testing, check the generated HTML to make sure the hidden input name attributes match the SourceTag field names:

  1. Open the page in your browser
  2. Right-click on the form area and choose Inspect
  3. Find the hidden input elements
  4. Check that each name attribute matches (e.g. name="st_fc_channel")

If Zoho has modified the names (e.g. added a prefix like LEADCF1), you have two options:

  • Edit the generated HTML manually to use the correct names
  • Or set up a Zoho custom function to map the submitted field names

[IMAGE: Screenshot of browser dev tools showing hidden input name attributes in the Zoho webform]

Step 6: Test

Visit the page with UTM parameters:

?utm_source=test&utm_medium=cpc&utm_campaign=zoho-test

Submit the form. In Zoho CRM, go to the Leads (or Contacts) module and find the test record. Check the custom fields. They should contain your attribution data.

[IMAGE: Screenshot of Zoho CRM lead record showing populated SourceTag fields]

Tips

  • Zoho CRM field API names can differ from the display label. Check Setup > Developer Space > APIs to see the exact API names for your custom fields.
  • If you are using Zoho Forms (the standalone form builder) instead of Zoho CRM Webforms, the process is slightly different. Zoho Forms has its own hidden field type in the form builder.
  • Attribution data in Zoho CRM custom fields is available for reports, workflows, and blueprints. You can create CRM reports that group leads by first-click channel.
  • If you regenerate the webform, you will need to re-check the field names in the HTML.