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

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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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