CRM Setup
Set up SourceTag with Attio
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Attio. You need to create custom attributes on People records that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Attio account with admin access
Step 1: Go to custom fields settings
In Attio, navigate to the People object and open the attribute settings.
[IMAGE: Screenshot of Attio settings navigation]
Step 2: Create custom attributes
Create a new custom text attribute for each SourceTag data point:
Core fields (always create)
| Field name | Label | Type |
|---|---|---|
st_fc_channel | First Contact Channel | Text |
st_fc_detail_1 | First Contact Source | Text |
st_fc_detail_2 | First Contact Campaign | Text |
st_fc_detail_3 | First Contact Term | Text |
st_fc_detail_4 | First Contact Content | Text |
st_lc_channel | Last Contact Channel | Text |
st_lc_detail_1 | Last Contact Source | Text |
st_lc_detail_2 | Last Contact Campaign | Text |
st_lc_detail_3 | Last Contact Term | Text |
st_lc_detail_4 | Last Contact Content | Text |
st_fc_landing_page | First Contact Landing Page | Text |
st_lc_landing_page | Last Contact Landing Page | Text |
Optional fields
| Field name | Label | Type |
|---|---|---|
st_fc_click_id | First Contact Click ID | Text |
st_lc_click_id | Last Contact Click ID | Text |
st_visits | Visit Count | Number |
st_days_to_convert | Days to Convert | Number |
st_device | Device Type | Text |
[IMAGE: Screenshot of Attio custom attribute creation]
Step 3: Map form fields to CRM fields
If your form builder sends data to Attio via an integration (Zapier, Make, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Attio custom attributes.
[IMAGE: Screenshot of field mapping in Attio or integration tool]
Step 4: Test
Submit a form with UTM parameters and check the person record in Attio. The custom attributes should be populated with attribution data.
[IMAGE: Screenshot of Attio person record showing attribution data]
Tips
- Attio uses the term “attributes” rather than “fields”. Create these on the People object.
- The attribute slug in Attio must match the form field name in your integration mapping.
- Test with a fresh contact (not one that already exists) for the cleanest test.