Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?"
You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads.
Capturing GCLID parameters
How it works
If a person finds your form by clicking an ad, a GCLID gets created. When they fill out and submit the form, the corresponding GCLID is passed to the form along with the form details. The details are then passed to your CRM along with the record that is created.
How to configure
You can configure this by choosing the GCLID option under Actions in the integration setup. For this to work, you need to first set up Google Adwords in your Zoho CRM. You can then embed your code into your website. This will track the source of the form entry and the AdWords details will be added to CRM along with the record.
Capturing UTM parameters
How it works
If the form is shared via a specific medium (e.g., social media, or CPC) gets submitted, its UTM parameters are captured. These UTM codes can be directly added into your crm record as it gets created from the form entries.
How to configure
You must configure UTM tracking, after creating your form . Create a tracking code for your website form and use this code to embed your forms on your website. For campaigns, create a campaign URL and only share this URL.
Next, you need to set up your Zoho CRM integration configuration. You need to map the UTM parameters with the CRM fields. This can be done as shown in the image below. Now, when the form is accessed from the campaign URL, the UTM details will be passed to the CRM record that gets created.
This can be a great time-saver—but that's not all! You can also read our guides on Lead Management and Tracking, parts I , II , and III for a deeper understanding of how GCLID and UTM work for our forms. For more discussion on the different workflows in Zoho Forms that can help you work more efficiently with Zoho CRM, check out our upcoming series.
Best,
Prasana
If you have any questions or feedback to share, feel free to comment below or drop us an email at support@zohoforms.com .
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Prasana Lakshmi
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Tip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include aTip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
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How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM
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