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