Tracking UTM parameters is crucial for understanding where your leads are coming from, but Copper CRM software can’t capture UTM data for contact on their own.
That’s where SourceLoop.ai comes in—it helps you capture UTM parameters and sync them directly with Copper CRM.
In this post, we’ll walk you through how to track UTM parameters in Copper CRM and make the most of your marketing data
Let’s dive in!
4 Easy Steps to Track UTM Parameters in Copper CRM
Here are 4 simple steps to capture UTM parameters in Copper CRM:
1. Add SourceLoop.ai on Your Website
Start by creating your free account at SourceLoop.ai.
Get your unique tracking code from SourceLoop.ai and paste it into your website’s header.
Once installed, SourceLoop.ai will start tracking the UTM parameters embedded in your website visitors’ URLs (such as utm_source, utm_medium, utm_campaign, etc.).
Instead of just storing raw UTM strings, it organizes the data into easy-to-understand marketing attributes — giving you a clear breakdown of where each lead came from, which campaign they clicked on, and more.
Example of how SourceLoop organizes UTM data:
Imagine Coca-Cola is running a Facebook ad campaign to promote their new limited-edition flavor.
When a user clicks on the ad and visits the Coca-Cola website, SourceLoop organizes & stores data like this:
- Channel: Social
- Channel Drilldown 1: Facebook
- Channel Drilldown 2: Limited Edition Flavor Launch
- Channel Drilldown 3: Video Ad
- Landing Page: www.coca-cola.com/limited-edition
- Landing Page Folder: limited-edition
- Last Seen: April 27, 2025
This data is then stored in the user’s browser cookies, allowing SourceLoop.ai to retain this information, even if the user navigates through multiple pages before filling the lead form.
2. Add UTM Parameters to Your Links
Next, ensure that your marketing campaigns links are tagged with UTM parameters.
These parameters help SourceLoop identify the marketing channels and campaigns that brought visitors to your website.
For example, when you’re running a social media campaign, a link to your landing page might look like this:
https://yourwebsite.com/signup?utm_source=tiktok&utm_medium=paid&utm_campaign=brand_campaign
These UTM parameters will then be captured as they arrive on your website.
You should add UTM tags to:
- Paid search ads (Google Ads, Bing Ads, etc.)
- Paid social ads (LinkedIn, Instagram, Facebook, Twitter/X)
- Email campaigns
- Banner/display ads
- Affiliate campaigns
- Social media post
- Guest blog post
Resources:
- Setting up UTM tracking in Google Ads
- How to Use URL Parameters for Facebook Ads Tracking
- Implementing UTM Parameter Templates on LinkedIn Ads
- Implementing UTM Parameter Templates on TikTok Ads
3. Add Hidden Fields to Your Lead Form
Next, you need to modify our lad form (such as contact us, demo form, request a quote for, etc) and add a few hidden fields that can capture the UTM value of users.
All form builder tools like Jotform, WP Forms, Forminator, Wix Form, Tally, etc makes adding hidden fields into the form with a drag and drop.
Here’s a list of the standard hidden fields to include in your form:
- channel
- channeldrilldown1
- channeldrilldown2
- channeldrilldown3
- landingpage
- landingpagefolder
- lastseen
Optional: Capture First-Touch Attribution Too
If you want to track the original source of the user (i.e., the first time they interacted with your campaign), SourceLoop.ai supports the following fields for this:
Here are 7 other.hidden fields you can add to receive the attribution data of a user’s first visit to your site.
- first_channel
- first_channeldrilldown1
- first_channeldrilldown2
- first_channeldrilldown3
- first_landingpage
- first_landingpagefolder
- firstseen
These fields are extremely useful if you want to know if a lead originally came from a paid ad, but later visited organically or through email.
By storing both the initial and most recent UTM data, you get a comprehensive view of how your leads interact with your campaigns over time.
4. Sync UTM Data with Copper CRM in Real-Time
Now, whenever a user fills out a form or books a meeting, their UTM data will be captured by SourceLoop, and you can sync it with your Copper CRM when creating the contact.
What Can You Do with UTM Data in Your CRM?
1. Understand the True ROI of Marketing Campaigns
With UTM data flowing into your CRM, you can clearly see the direct impact of your campaigns
For example;
Imagine telling your manager that your specific LinkedIn ad campaign generated 1,105 clicks, 228 marketing qualified leads, 91 demos, and 67 paid customers, resulting in $13,421 in revenue.
And this isn’t limited to paid marketing campaigns — you’ll also get attribution data from other channels like SEO, social media, referrals, email, and more.
This level of transparency allows you to calculate and understand the true return of your marketing efforts, helping you assess the effectiveness of each campaign.
2. Help Your Sales Team with Personalized Lead Engagement
Having the UTM information of each lead inside CRM give your sales sales team critical insights for personalized engagement.
For example;
If a lead comes from a webinar, you might know they’re interested in learning and educating themselves, so sales team could offer them more in-depth resources or a case study.
On the other hand, if a lead originates from a paid ad for your branded keyword, sales team could tailor the conversation around a special promotion or direct them to a product demo since they likely clicked out of interest in a specific offer.
This level of personalised sales engagement can significantly boost your conversion rate.
3. Allocate Marketing Budget More Effectively
When you have UTM data, it’s much easier to see which channels and campaigns are driving your pipeline and actual customers.
For example, if you discover that your LinkedIn carousel campaign from the founder’s profile is generating significantly more leads and conversions compared to your search ads, you can confidently allocate more of your marketing budget toward promoting posts from the founder’s profile.
This insight ensures you’re spending your marketing dollars wisely and optimizing for the highest return on investment.
