How to Track UTM Parameters in TeamLeader CRM (2026)

Not sure which marketing campaigns are driving leads in TeamLeader CRM?

Without proper UTM tracking, you’re flying blind when it comes to understanding your marketing ROI.

The challenge is that TeamLeader CRM doesn’t have native UTM parameter tracking built-in. But there’s a simple solution that doesn’t require any technical skills.

In this guide, we’ll show you exactly how to track UTM parameters in TeamLeader CRM using SourceLoop—a no-code tool that captures lead attribution data automatically and syncs it with your CRM.

TL;DR

How to Track UTM Parameters in TeamLeader CRM

Buildxact CRM does not natively track UTM parameters
Add UTM parameters to all marketing links such as ads, emails, and referral links
Install SourceLoop on your website to capture UTM data at the first visit
SourceLoop automatically captures leads from supported forms and quote requests
UTM data is stored across multiple visits until a lead converts
Sync captured leads and attribution data into Buildxact CRM

5 Easy Steps to Capture UTM Parameters in TeamLeader CRM

Here’s how to set up UTM tracking for TeamLeader CRM in just a few minutes:

1. Install SourceLoop.ai on Your Website

The first step is getting SourceLoop installed on your website to start capturing visitor attribution data:

SourceLoop-Lead-Source-UTM-Tracking-Software

Create a free account at SourceLoop
After signup, you’ll receive a tracking script
Add this snippet to the <head> section of your website or through Google Tag Manager

Once installed, SourceLoop automatically captures UTM parameters from every URL visit—whether visitors come from Google Ads, Facebook campaigns, email newsletters, or partner websites.

Example Scenario:

Let’s say you run a marketing agency and launch a campaign promoting website audits for small businesses. A potential client searches “improve website speed,” clicks your Google ad, and visits:

https://youragency.com/audit?utm_source=google&utm_medium=cpc&utm_campaign=sme-audit&utm_term=website_speed

SourceLoop captures:

Channel: Paid Search
Attribution Source: Google (from utm_source=google)
Attribution Campaign: sme-audit (identifies the specific campaign)
Attribution Term: website_speed (the search term that triggered your ad)
Landing Page: The exact page that convinced them to take action

Try SourceLoop.ai for Free

2. Add UTM Parameters to Every Marketing Link

For attribution tracking to work, all your marketing links need proper UTM parameters. These are simple tags added to URLs that identify traffic sources.

According to Google’s documentation, UTM parameters consist of 5 key pieces: source, medium, campaign name, term, and content. This standardized approach ensures accurate attribution across all your marketing efforts.

Essential UTM Parameters:

utm_source: Identifies the source (google, facebook, newsletter)
utm_medium: Identifies the medium (cpc, email, social)
utm_campaign: Identifies the campaign name
utm_term: Identifies paid search keywords (optional)
utm_content: Identifies specific ad content (optional)

UTM-Tagged URL Examples:

For Google Search Ads:

https://yourwebsite.com/demo?utm_source=google&utm_medium=cpc&utm_campaign=demo_signup_q2

For LinkedIn Sponsored Posts:

https://yourwebsite.com/webinar?utm_source=linkedin&utm_medium=paid&utm_campaign=webinar_series

For Email Newsletter:

https://yourwebsite.com/blog?utm_source=newsletter&utm_medium=email&utm_campaign=may_digest

Pro Tip: Use Google’s Campaign URL Builder to create properly formatted UTM links without errors.

3. SourceLoop Automatically Captures Lead Attribution Data

Once SourceLoop is installed and your links are tagged with UTM parameters, the magic happens automatically. You don’t need to configure anything special.

SourceLoop works with 100+ lead capture tools out of the box, including:

Contact Form 7
Gravity Forms
Webflow Forms
Calendly
Typeform
HubSpot Forms
and 100 others…

When someone fills out a form on your website, SourceLoop automatically:

Captures the lead submission
Detects the visitor’s true attribution source
Stores complete attribution data in your SourceLoop dashboard
Prepares data for CRM sync

sourceloop lead journey and attribution software

The system tracks both last-touch and first-touch attribution, so you can see not just the final interaction before conversion, but also how leads originally discovered your business.

4. Add Hidden Fields to Your Lead Forms (Optional)

To capture UTM data directly in your form submissions, add hidden fields to your lead capture forms. Most form builders like Webflow, Gravity Forms, and Calendly support hidden fields.

Recommended Hidden Field Names:

channel
attribution_source
attribution_medium
attribution_campaign
attribution_term
landingpage
landingpagefolder
lastseen

First-Touch Attribution Fields (Optional):

firstseen
first_channel
first_source
first_medium
first_campaign
first_term
first_landingpage

These hidden fields aren’t visible to users but automatically populate with attribution data when someone submits your form.

5. Automatically Sync UTM Data with TeamLeader CRM

The final step is getting your attribution data into TeamLeader CRM. Since TeamLeader doesn’t have native UTM tracking, you’ll use SourceLoop’s integration capabilities.

Integration Options:

SourceLoop Webhook Integration: Set up a webhook in SourceLoop that automatically sends new lead data to TeamLeader CRM
Zapier Integration: Use Zapier to connect SourceLoop with TeamLeader CRM
Make.com Integration: Use Make.com for more advanced automation workflows

The setup takes less than 5 minutes and requires no coding skills. Once connected, every new lead automatically flows into TeamLeader with complete attribution data attached.

What You Can Do with UTM Data in TeamLeader CRM

Now that UTM tracking is active and flowing into your CRM, here’s how to leverage this data:

1. Identify Your Best Performing Marketing Channels

Without UTM tracking, all leads look the same in your CRM. With proper attribution, you can see which channels drive quality leads versus just volume.

Example Analysis:

40 leads from Facebook Ads, 5% conversion rate
12 leads from email newsletters, 50% conversion rate
25 leads from Google Ads, 20% conversion rate

This data reveals that while Facebook generates more leads, email newsletters produce higher-quality prospects who are more likely to convert.

2. Create Targeted Follow-Up Campaigns by Source

UTM data enables personalized follow-up based on how leads discovered your business. Instead of generic outreach, you can craft messages that reference their specific journey.

Targeted Follow-Up Examples:

Webinar attendees: “Thanks for joining our product demo—here’s the exclusive early access link”
Google Ad clicks: “Since you searched for [keyword], you’ll love this case study”
Social media leads: “We noticed you came from LinkedIn—here’s content specifically for [industry] professionals”

3. Route Leads to the Right Sales Rep Automatically

UTM data can trigger automatic lead assignment in TeamLeader CRM based on campaign source or content.

Smart Routing Examples:

Enterprise campaign leads → Senior sales team
Local Google Ads → Regional representatives
Product demo requests → Technical sales specialists
Pricing page visitors → Closing specialists

This ensures leads get relevant, timely follow-up from the most qualified team member.

4. Build Campaign ROI Reports in TeamLeader

With UTM data in your CRM, you can create reports that show actual marketing ROI, not just lead volume.

Key Reports to Build:

Leads by Source: Which channels generate the most prospects
Revenue by Campaign: Which campaigns drive actual sales
Cost per Acquisition: Marketing spend divided by customers acquired
Customer Lifetime Value by Channel: Long-term value of different traffic sources

Important: Track both lead quantity and lead quality. A channel that generates fewer leads but higher conversion rates often delivers better ROI.

5. Calculate Customer Lifetime Value by Acquisition Channel

Once you have closed deals in TeamLeader with attribution data, you can analyze customer value by acquisition source.

Example Analysis:

Webinar leads: Average $8,000 annual contract value
Social media leads: Average $1,500 annual contract value
Referral leads: Average $12,000 annual contract value

This insight helps you allocate marketing budget to channels that attract high-value customers, not just high-volume traffic.

Read more:

Capture UTM parameters in ActiveCampaign

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Capture lead attribution in Freshsales CRM

Track UTM parameters in Folk CRM

Capture UTM data in Copper CRM

UTM tracking and attribution in EngageBay CRM

Final Thoughts on Tracking UTM in TeamLeader CRM

Tracking UTM parameters in TeamLeader CRM doesn’t have to be complicated. With SourceLoop, you can set up complete lead attribution tracking in under 15 minutes—no coding required.

Start by installing SourceLoop on your website, add UTM parameters to your marketing links, and connect the data to TeamLeader CRM via webhook or Zapier. You’ll immediately see which marketing campaigns are driving real results, not just traffic.

Try SourceLoop for free and start tracking UTM parameters in TeamLeader CRM today.