Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms

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 .






            Zoho Marketing Automation
                      • Sticky Posts

                      • Tip #6: Add images, files and, signatures captured in forms to Zoho CRM

                        How to add images, files and signatures captured using forms to Zoho CRM?  Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works  You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You can
                      • Tip #2: Prefill forms automatically with existing Zoho CRM data

                        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
                      • Tip #4: Add related lists to Zoho CRM records using form responses

                        How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list.   You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
                      • 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 a
                      • Tip of the fortnight 10: The DOs and DON'Ts of web form validations you need to know

                        Hello fellow form builders, I'm sure you've been reading a lot of how-to articles about creating stunning forms, automating your favorite integrations, and how to reach the epitome of perfect form building.  What if I told you there's a common pitfall that can bring down your conversions? That's right—if your responders encounter several errors as they fill out a form, they can easily grow frustrated. On the contrary, you don't want your customers to leave you with a blank form either. A solution

                      Zoho Pagesense Resources

                        Zoho SalesIQ Resources



                              Zoho TeamInbox Resources

                                Zoho DataPrep Resources



                                  Zoho CRM Plus Resources

                                    Zoho Books Resources


                                      Zoho Subscriptions Resources

                                        Zoho Desk Resources

                                          Zoho Projects Resources


                                            Zoho Sprints Resources


                                              Qntrl Resources


                                                Zoho Creator Resources


                                                  Zoho WorkDrive Resources



                                                    Zoho Campaigns Resources

                                                      Zoho CRM Resources

                                                            Design. Discuss. Deliver.

                                                            Create visually engaging stories with Zoho Show.

                                                            Get Started Now