Discover the origins of your leads and customers by seamlessly integrating Google Analytics data into Freshsales CRM.
Are you aware of which marketing channels and campaigns are most effective in bringing in leads and customers? If not, you might be spending your marketing budget inefficiently.
Fortunately, there’s a solution!
By integrating Google Analytics data, such as Channel and Landing Page, with Freshsales, you can create detailed reports that pinpoint exactly which channels and campaigns are driving leads, customers, and revenue.
In this guide, we’ll demonstrate how to use Attributer to effortlessly connect Google Analytics data with Freshsales. Let’s dive in!
Table of Contents
What is Attributer?
Attributer is a small piece of code that you add to your website.
When visitors arrive, Attributer works behind the scenes to identify their source (similar to Google Analytics).
It categorizes each visitor into channels like Paid Search, Paid Social, Organic Search, etc., and stores this data as a cookie in the visitor’s browser.
When the visitor completes a lead form, Attributer transfers the Google Analytics data into hidden fields in your forms, which then integrate directly into Freshsales along with the lead details.
Attributer was developed by a marketing consultant who realized that many of his clients struggled to identify which channels were generating actual leads and customers—not just visitors, which Google Analytics can easily track.
4 Steps to Seamlessly Integrate Google Analytics Data into Freshsales CRM
Integrating Google Analytics data into Freshsales CRM using Attributer is straightforward. Follow these four simple steps to get started:
1. Incorporate Hidden Fields into Your Forms
To initiate the integration of Google Analytics data into Freshsales CRM, begin by adding hidden fields to your lead capture forms. As the name implies, these fields are embedded within your forms but remain invisible to visitors.
Most web form builders, such as Typeform, Jotform, and Gravity Forms, offer options to include hidden fields, making this step relatively simple.
The hidden fields you should incorporate include:
- Landing Page Group
- Channel
- Channel Drilldown 1
- Channel Drilldown 2
- Channel Drilldown 3
- Landing Page
2. Automatic Completion of Hidden Fields by Attributer
Once Attributer is installed on your site and hidden fields are in place, it begins tracking the origin of your visitors. When a visitor completes a form, Attributer automatically fills these hidden fields with data from Google Analytics, all behind the scenes.
For example, if you’re Dropbox and a user searches for cloud storage solutions, they may encounter your brand campaign on Paid Search. Upon submitting a lead form, Attributer might populate the fields as follows:
- Channel = Paid Search
- Channel Drilldown 1 = Google
- Channel Drilldown 2 = Brand Campaign
- Channel Drilldown 3 = Dropbox
Additionally, Attributer captures the visitor’s initial landing page (e.g., http://www.dropbox.com/features/cloud-storage) and the associated landing page group (e.g., Features).
3. Transmit Google Analytics Data to Freshsales CRM
When a visitor submits the form, the Channel and Landing Page details filled in by Attributer are transferred to Freshsales CRM. This complements the information provided by the lead, such as their name, phone number, and email.
4. Analyze Reports to Identify Lead, Customer, and Revenue Sources
Once the data is inside your CRM, leverage your existing reporting tools, like Freshsales CRM reports or your current BI tools, to analyze it.
You can determine which channels generate the most leads, assess conversion rates to opportunities, track closed-won deals per channel, evaluate campaign revenue, and much more.
What Information Is Transferred to Freshsales CRM?
At Attributer, we prioritize two critical aspects of attribution:
- Channel – This identifies how visitors arrive at your site, such as through referrals, paid social media, paid search, or organic search.
- Landing Page – This highlights the specific content on your site that draws visitors in, including blogs, ebooks, and feature pages.
To effectively address these elements, Attributer provides the following insights:
1. Marketing Channel Insights
Attributer seamlessly tracks the origin of your leads, whether they come from organic search, paid search, or paid social channels. It also gathers in-depth details for each channel, capturing specifics like ad groups, campaigns, and keywords for paid searches.
2. Landing Page Insights
Attributer records the initial page a lead visits on your site (e.g., dropbox.com/blog/best-file-storage-tools) along with the page’s category, such as a blog.
This data is invaluable for evaluating related content collectively. You can assess the number of leads generated by your blog section and pinpoint the exact number of customers and leads each blog post attracts.
4 Example Reports You Can Generate by Integrating Google Analytics with Freshsales
Integrating Google Analytics with Freshsales allows you to create insightful reports to determine which channels and campaigns are driving your leads and customers.
Here are four valuable reports we’ve identified:
1. Leads by Channel
Like many businesses, you likely receive visitors and leads from various sources such as Organic Search, Paid Search, and Organic Social. By examining a report that categorizes leads by their originating channels, you gain a clear overview of which marketing efforts are most effective in generating leads.
This insight helps you allocate your resources wisely. For instance, if Organic Search is your top lead source but most of your budget goes to Paid Search, it might be time to reconsider your strategy.
2. Opportunities by Google Ads Campaign
If you’re running multiple Google Ads campaigns, you’ll want to assess their individual performance. This report breaks down the number of sales opportunities each campaign generates monthly.
It helps you identify which campaigns are attracting quality leads that convert into sales opportunities, guiding you on where to focus your investment.
3. Customers by Facebook Ads Network
Running ads on Facebook likely means your ads appear across platforms like Instagram, Messenger, and WhatsApp. This report helps you determine which platform delivers the best results for your ads.
With this information, you can make informed decisions about ad placements to increase your monthly leads and customers.
4. Revenue from Organic Search by Search Engine
If you’re focusing on SEO to grow your business, this report, which shows revenue from Organic Search customers, is essential for measuring your ROI.
It also lets you compare SEO revenue with other channels like Paid Search and Organic Social, helping you assess the true value of Organic Search and decide if further investment in SEO is warranted.
Conclusion
To seamlessly send Google Analytics data to Freshsales CRM and track where your leads and customers originate, consider using Attributer. It’s simple to set up, and once operational, you can generate reports like those above to understand your lead, customer, and revenue sources.
Start your free trial today and see how it can meet your needs!
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