UTM - leadsource tracking for webforms.
It would be great if we could track what campaign it came from. But today the Pipedrive forms don't support it and it's in iframe so it cant be tracked from external systems. It's so important to know what campaigns deliver sales leads.
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So we can accurately assess what campaign / source the lead came from.
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@Matt Ellis that's a cool idea 🚀 I'll pass it on to the team working on web forms. I don't think we're working on something like this currently, but who knows in the future!
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This. I'm trialing the web visitors feature right now, but it's really not that useful because it doesn't read UTM values. We send out emails, the recipient clicks a link in the email which has their e-mail address in it as a parameter, so our website can use that to identify who the visitor is. Anonymous company data about who is visiting your site is a lot less useful than know exactly which person at the company you emailed is viewing your site. I think you guys are halfway there. You get to where I can see the UTM parameters for any visitor that has them matched with any data enrichment you do, then please take my money.
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Jon Matthews said:
This. I'm trialing the web visitors feature right now, but it's really not that useful because it doesn't read UTM values. We send out emails, the recipient clicks a link in the email which has their e-mail address in it as a parameter, so our website can use that to identify who the visitor is. Anonymous company data about who is visiting your site is a lot less useful than know exactly which person at the company you emailed is viewing your site. I think you guys are halfway there. You get to where I can see the UTM parameters for any visitor that has them matched with any data enrichment you do, then please take my money.
Thanks for the feedback @Jon Matthews passing it on to the team, hopefully we can work on that in the future!
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What also would be nice if you can somehow access these arguments when you're presenting a user with a redirect url or thanks-message. That would DRY up my forms a lot.
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Jon Matthews said:
This. I'm trialing the web visitors feature right now, but it's really not that useful because it doesn't read UTM values. We send out emails, the recipient clicks a link in the email which has their e-mail address in it as a parameter, so our website can use that to identify who the visitor is. Anonymous company data about who is visiting your site is a lot less useful than know exactly which person at the company you emailed is viewing your site. I think you guys are halfway there. You get to where I can see the UTM parameters for any visitor that has them matched with any data enrichment you do, then please take my money.
Are there any developments in adding custom forms or automatic GCLID UTM capture on webforms?
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Jon Matthews said:
This. I'm trialing the web visitors feature right now, but it's really not that useful because it doesn't read UTM values. We send out emails, the recipient clicks a link in the email which has their e-mail address in it as a parameter, so our website can use that to identify who the visitor is. Anonymous company data about who is visiting your site is a lot less useful than know exactly which person at the company you emailed is viewing your site. I think you guys are halfway there. You get to where I can see the UTM parameters for any visitor that has them matched with any data enrichment you do, then please take my money.
Hi @Matt Zakaras this is currently not in the plans unfortunately. I'll pass on the suggestion to our team though!
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Hi! does anyone know a good approach for connecting the UTM code of a web visitor to the lead source in Pipedrive? We would like to be able to see which campaign that drives the most leads. If this is possible in some way, then we can know which visitors that are most likely to convert to sales. Thanks!
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Unfortunately not directly. If you use the Web visitors feature you can create a filter based on URL (if the UTM tag is there) or Source/medium to get an overview of traffic from different campaigns
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Dang, I wish you had this ability as well. I really need to track campaign source or I have to consider migrating to a new CRM.
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Mike van der Valk said:
@Matt Ellis that's a cool idea 🚀 I'll pass it on to the team working on web forms. I don't think we're working on something like this currently, but who knows in the future!
Unfortunately, this is not a "cool idea" but a requirement. Sorry, just the way it is. Product management failure here.
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The forms are via iFrame. This will be hard to implement without a bit of nasty javascript code.
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So you can't identify anything about where the submitted form came from at all? As someone above mentioned, messing around with nasty JS code to modify the content of an iframe is most definitely not the way to go.
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Mike van der Valk said:
@Matt Ellis that's a cool idea 🚀 I'll pass it on to the team working on web forms. I don't think we're working on something like this currently, but who knows in the future!
I will have to second Robert that this is crucial. For serious use cases you can't just have a web form and not be able to identify anything about it on your end, nor tell where it came from, nor send any info over.
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Mike van der Valk said:
@Matt Ellis that's a cool idea 🚀 I'll pass it on to the team working on web forms. I don't think we're working on something like this currently, but who knows in the future!
Yes not being able to read into Pipedrive where you leads came from is a serious drawback.
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As a temp solution, would it be possible to add fields that can be hidden in the webform, that way we can pre-populate the fields and map the utm parameters to custom pipedrive fields on submit. Then create multiple webforms based on each campaign, for example a 3 part email series, would have a different url for each for the CTA.
I know it's not ideal, but even having the hidden field option is pretty standard.0 -
@Jörgen Sjöstrand - If you're open to trying out a new platform, you can do this using Typeform, which allows you to read UTM parameters and pass them as part of forms submission.
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Agreed, UTM tracking is critical for understanding where leads come from and which channels convert best.
And if I may add a related plug, Outfunnel App connector allows syncing new web form submissions to Pipedrive from Elementor, Contact Form 7, Wix Forms and Mailchimp Forms - and we auto-create source/medium field in Pipedrive to simplify lead source tracking.1 -
Andrus Purde said:
Agreed, UTM tracking is critical for understanding where leads come from and which channels convert best.
And if I may add a related plug, Outfunnel App connector allows syncing new web form submissions to Pipedrive from Elementor, Contact Form 7, Wix Forms and Mailchimp Forms - and we auto-create source/medium field in Pipedrive to simplify lead source tracking.+1 For the Outfunnel solution!
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This thread is year old. Is there any reliable solution for tracking campaign source (UTMs) already?
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You can do this using our Pipedrive integration -- GA Connector.
It tracks UTM parameters and other web visitor information.
And then imports it into Pipedrive leads and deals:
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Hey Soren
I had this same problem and I ended up writing this blog post which outlines how to do it: https://attributer.io/blog/the-easiest-way-to-get-utm-paremeters-into-pipedrive
Hope that helps!
Aaron
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Mike van der Valk said:
@Matt Ellis that's a cool idea 🚀 I'll pass it on to the team working on web forms. I don't think we're working on something like this currently, but who knows in the future!
+1 to this. Hopefully this gets implemented soon.
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I believe you can do this if you use forms (on non-pipedrive) external platforms which then link to pipedrive through webhooks.
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Web Forms is absolutely useless feature without UTM capturing
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Hello,
Do you know it t's possible to collect google ads conversion when a pipedrive webform embed on a website is completed?
Thank you!
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With pipedrive form, you won't be able to do this because you cant collect UTM through it.
But you can set this up using jotform, gravity forms, etc [most other popular form providers]
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It is 2 years and this key feature is still missing. There is no value in having web-to-lead forms, when you cannot track the utm parameters.
I found out with salesforce it is easily possible to atm custom fields to the form so that you can have utm tracking so we have to switch to that.
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This is huge and a big miss in the pipedrive platform especially when competitors like hubspot have this included with their forms at a massively detailed level. We have been using callrail form tracking to bridge the gap of source tracking.
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