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Lead attribution for Monday CRM

See exactly which marketing channels, campaigns, and keywords drive leads in Monday CRM.

Screenshot: SourceTag data in Monday CRM

The problem

Monday CRM stores your leads, but it can't tell you which marketing channel brought each one in. You know someone filled out a form, but not whether they came from Google Ads, a Facebook post, or an organic search.

How to set it up

SourceTag captures attribution data on your website and populates hidden fields in your forms. When the form submits, that data flows into Monday CRM alongside the lead's contact details. You get channel, source, campaign, click IDs, and more in every contact record.

1

Install SourceTag on your website

Add the script tag to your site header, or install the WordPress plugin.

2

Create custom fields in Monday CRM

Add custom contact/lead fields in Monday CRM for the SourceTag data (st_fc_channel, st_fc_detail_1, etc.).

3

Add hidden fields to your forms

Add hidden fields to your form builder matching the SourceTag field names. See the setup guide for your specific form builder.

4

Test with UTM parameters

Visit your site with ?utm_source=test&utm_medium=cpc, submit a form, and check the contact record.

Frequently asked questions

Related integrations

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