CRM Setup
Set up SourceTag with Insightly
When a visitor submits a form with SourceTag data, the attribution fields need somewhere to go in Insightly. You need to create custom contact fields that match the SourceTag field names.
What you need
- SourceTag installed and form hidden fields set up
- Insightly account with admin access
Step 1: Go to custom fields settings
In Insightly, navigate to the custom fields or contact properties settings.
[IMAGE: Screenshot of Insightly 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 Insightly custom field creation]
Step 3: Map form fields to CRM fields
If your form builder sends data to Insightly via an integration (Zapier, native feed, webhook, etc.), make sure the SourceTag form fields are mapped to the corresponding Insightly custom fields.
[IMAGE: Screenshot of field mapping in Insightly or integration tool]
Step 4: Test
Submit a form with UTM parameters and check the contact record in Insightly. The custom fields should be populated with attribution data.
[IMAGE: Screenshot of Insightly contact record showing attribution data]
Tips
- Insightly custom fields are managed under System Settings > Objects and Fields. Add fields to the Contacts object.
- The field internal name in Insightly 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.