UTM - leadsource tracking for webforms.
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We seriously need this to be prioritised. Leads should have sources. Hubspot, Zoho and Salesforce have this feature.
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Am currently running two types of sources - the standard from pipedrive that is not very informative and our own created via custom fields.. This is rather confusing for our team.
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Please please add this! It's 2023 and people have been asking for this for years. We use an external form tool (there are tons of them that all have this feature), and then connect with Zapier to Pipedrive, but the Zap breaks every so often and we have to fix it and lose valuable data in between. It would be so much easier if there was just some way to track UTM data in a Pipedrive form. Short of that - is there any recommended external form tool that has a good integration with Pipedrive? We have tried Gravity forms and Jot forms and , as I mentioned, have had issues with the integration via Zapier breaking.
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I see a lot of people commenting that they want this functionality, but only 5 up votes on the feature request. You guys should really hit that "up vote" button at the top by the original post.
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A solution I have used to get around this is implementing extra tracking from something like CallRail which will capture all of the UTM, Campaign source etc. Only issue is then you have to zap that into pipedrive rather than the convenience of native pipedrive forms. Not ideal, but I've built this and made it work quite well for a lot of clients.
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I think many just moved to a different solution (as we did) instead of upvoting and waiting for this absolutely obvious feature.
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Yes just move to salesforce, https://gaconnector.com/blog/tracking-utm-parameters-in-salesforce-web-to-lead-forms/
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Pipedrive I see that these UTM threads have been going on for years. What is the hold up with this essential feature?
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Hi @Matthew Rose, lead source via UTM code is not available natively. But I will move this request to a feedback post so our product team can see it, and other users vote on it.
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how many year will it take to get this most important feature. Data is the key guys. This CRM is making is going backwards.
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i just added my billing details. Considering to move to another CRM. Not sure what the product managers are upto. No sense of understanding of the domain.
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@Derek A Ciocca we also use Callrail for phone, and I wanted to use Form Tracking as a solution to this massive Pipedrive gap. Do you care about Google-Maps powered address recognition, and if so, how did you get around that on Callrail? I stopped in my tracks when I saw they only had option to enter line by line address in "dumb" fields :(
@Mike van der Valk where are you? Please help us out and escalate this feature! From SalesPanel team: "With Pipedrive webforms the worst part is they don't provide any Javascripts events, which is a norm in the industry. We have integrated with Hubspot forms for example, not sure why Pipedrive would not provide Javascript events."
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Alas, I'm not aware of a straightforward solution that captures UTM and source/medium data for Pipedrive forms. The forms are embedded as an iframe which doesn't lend itself to source tracking easily. But Outfunnel's web visitor tracking can capture the source of new leads for anyone using most Wordpress, Wix and embedded Calendly forms, see here for a quick guide.
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Update for anyone using Callrail. When you do the integration using Zapier, you can take the address information and combine it to create a full address that will be picked up by Pipedrive as the Google Maps address. E.g. use a Zapier integration to combine ", CA, USA" with the street address and city. You can then also pull in the Callrail tracking info to directly access the details of their web session & activity.
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