How can I push the UTM details captured via Zoho Forms to the Leads module in Zoho CRM?

How can I push the UTM details captured via Zoho Forms to the Leads module in Zoho CRM?

UTM parameters are used to identify the source from which your respondents visited your website and submitted an entry through an embedded Zoho Form. Learn more on how to set up the UTM parameters in Zoho Forms. 

UTM Tracking

Now, when the form entries are submitted, the UTM parameters are captured. The captured UTM data can be pushed to the Leads module (or any other module) in Zoho CRM. But before that, you will have to add custom fields in the Leads module of Zoho CRM to map the UTM parameters from Zoho Forms to Zoho CRM. To do this,
  1. Log in to your Zoho CRM account with Administrative privileges.
  2. Go to Setup > Customization > Modules and Fields.
  3. Click the desired module (Leads, for example) to open the layout editor.
  4. From the New Fields on the left, drag and drop the required field type (Single Line field) into the module section on the right.

    Add custom fields in Zoho CRM module
  5. Name the fields as per the UTM parameter names (utm_source, utm_medium, etc.,) as shown in the above image and save the layout.
Now, integrate your form with the Leads module of Zoho CRM. To do this,
  1. Navigate to the Integrations tab and click Zoho CRM from the left menu.

  2. Click Integrate.

  3. Select the required Zoho CRM Module (Leads) where you have added the custom fields and the  Layout  to which you want to push your form data.

  4. Map all the mandatory Zoho CRM fields to the corresponding Zoho Forms fields. 

  5. Click + Add fields  and map the custom fields that you have added for the UTM parameters to the UTM fields in Zoho Forms as shown.

    Zoho Forms- Zoho CRM integration

  6. Click Integrate to save your settings.

Now, the UTM parameters captured in your form will be pushed to Zoho CRM.

UTM parameters captured.

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