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