How to Track UTM Parameters in Act CRM

Act CRM is great for managing customer relationships, but by default, it doesn’t capture UTM parameters from your marketing campaigns.

Without this data, you’re missing out on knowing exactly where your leads are coming from.

It captures UTM parameters and syncs them directly to your CRM.

In this post, we’ll show you how to track UTM parameters in Act CRM using a no-code solution like SourceLoop.ai — so you can connect the dots between your traffic sources and your sales pipeline.

Let’s dive in!

4 Easy Steps to Track UTM Parameters in Act CRM

Here are 4 simple steps to capture UTM parameters in Act CRM:

1. Add SourceLoop.ai on Your Website

To start tracking UTM parameters, you’ll first need to install SourceLoop.ai on your site. It only takes a minute:

• Sign up for a free account at SourceLoop.ai.
• Copy your unique tracking script.
• Paste the script into your website’s global header.

That’s it!

Once installed, SourceLoop automatically captures UTM tags from any URL a visitor visit your website.

Whether they came from an Instagram ad, a Google search, or an email newsletter, it records their traffic source.

Example of how SourceLoop capture & organizes UTM data:

Let’s say Adidas is running a Meta (Facebook + Instagram) Ads campaign to promote their new Ultraboost sneakers.

When a user clicks on the ad and visits the Adidas website, SourceLoop captures and organizes the UTM data like this:

• Last Seen: April 27, 2025
• Channel: Paid Social
• Channel Drilldown 1: Meta Ads
• Channel Drilldown 2: Ultraboost Launch
• Channel Drilldown 3: Story Ad
• Landing Page: www.adidas.com/ultraboost
• Landing Page Folder: ultraboost

2. Add UTM Parameters to Your Links

To help SourceLoop and Act CRM track where your leads are coming from, your marketing campaign links need to include UTM parameters.

That means every time you share a link — whether it’s in an ad, an email, or a social post — make sure it’s properly UTM-tagged.

Here’s an example of what that might look like:

https://yourwebsite.com/signup?utm_source=tiktok&utm_medium=paid&utm_campaign=brand_campaign

Resources: How to Create & Use UTM Tracking URLs

3. Add Hidden Fields to Your Lead Form

To track UTM data when someone becomes a lead, your website forms (like Contact Us, Request a Quote, or Book a Demo) need to be set up to capture it.

The easiest way to do that?

Add hidden fields to your forms.

These fields are invisible to users but silently collect all the important tracking info in the background.

Here are the standard hidden fields you should include:

1. channel
2. channeldrilldown1
3. channeldrilldown2
4. channeldrilldown3
5. landingpage
6. landingpagefolder
7. lastseen

Optional: Capture First-Touch Attribution & Find How a Lead First Discovered Your Website

A user may visit your website multiple times through different marketing campaigns before they submit a lead form or book a meeting.

For example, a user might first discover your website through a Meta ad, then return later by clicking a link in your email newsletter, and only then fill out the lead form.

The hidden fields recommended above are designed to capture information about the user’s latest visit (in this case, the visit through the email).

However, if you also want to know how they discovered your website for the first time, you can add seven additional hidden fields to capture attribution data from the user’s initial visit to your site.

• firstseen
• first_channel
• first_channeldrilldown1
• first_channeldrilldown2
• first_channeldrilldown3
• first_landingpage
• first_landingpagefolder

4. Sync UTM Data with Act CRM in Real-Time

Once the hidden fields are set, it’s magic from here.

When a visitor submits the form or books a meeting, SourceLoop.ai automatically passes the UTM data to the lead capture form, which you can later map to the contact inside Act CRM.

What Can You Do with UTM Data in Your CRM?

1. Personalize Lead Nurture and Follow-Up

When you know exactly how a lead found you, your sales follow-up can be far more relevant than a generic email blast.

For example;

You might send “Glad you downloaded our guide – here’s a quick tip to get started” to a propspect who downloaded your ebook and someone who attended a product webinar views might engage soon if you ask for a demo.

2. Spend Your Marketing Dollars Effectively

UTM data inside CRM helps you see which campaigns are actually turning into revenue, and not just clicks.

Example;

• You spent $500 on a TikTok campaign and got 50 leads. But when you check the CRM, only one of those leads booked a call.
• Meanwhile, But a smaller campaign on Reddit, however, returned 15 leads — and 4 of those became paying customers.

With that level of understanding, you’re not only measuring cost-per-lead… you’re measuring cost-per-customer — and that’s what assists you in budgeting marketing more efficiently against channels.

3. Build Custom Dashboards & Reports

Once your CRM has source data for every contact, you can stop digging through spreadsheets and start building dashboards that give you real answers.

Imagine pulling up a report that shows:

• Where your best customers came from
• Which campaigns bring in high-quality leads
• How much revenue each traffic source is responsible for