CRM-Based Channel and Source in the Absence of Tracking Activity

Iker Camara Updated by Iker Camara

If there is no tracking activity available prior to a stage, we rely on the original source data within the CRM to determine its channel and source.

We currently support this feature for the HubSpot and Salesforce integrations.

HubSpot

To determine the channel and source, we leverage the Analytic Source (formerly Original Source) property in addition to UTM parameters in URLs and referrer information found in the contacts, companies, and deals data. We follow the guidelines provided in HubSpot's documentation to utilize this information to map the appropriate channel and source in Dreamdata.

Salesforce

We examine the Lead Source property for Opportunities, Contacts, and Leads. However, this property is not applicable to Accounts. Therefore, when dealing with a stage model involving Accounts, we utilize the Account Source property instead. Typical values for these properties include Outbound, List Purchase, or Webinar.

The value on one of these properties is then mapped to a combination of channel and source according to the next table. For instance, if the lead source is 'G2 Crowd', we would designate the channel as 'Review Sites' and identify 'G2' as the specific source.

In cases where there is insufficient information or when it is not possible to determine the correct channel and source, we will assign the value "Unknown" for channel and/or source.

Lead Source/Account Source

Channel

Source

Software Advice

Review Sites

SoftwareAdvice

LinkedIn

Paid Social

Linkedin

Facebook

Paid Social

Facebook

Drift

Chat

Drift

G2 Crowd

Review Sites

G2

List Purchase

List Purchase

List Purchase

Trade Show

Trade Show

Trade Show

Zoominfo

Prospecting

Zoominfo

SalesLoft

Prospecting

SalesLoft

Intercom

Chat

Intercom

Google

Paid Search

Google

Bing

Paid Search

Bing

Yahoo

Organic Search

Yahoo

Capterra

Review Sites

Capterra

Lusha

Prospecting

Lusha

Prospecting

Prospecting

Prospecting

Chat

Chat

Chat

Phone Inquiry

Calls

Call

Call

Calls

Call

Webinar

Webinar

Webinar

Conference

Events

Event

Event

Events

Event

Paid Event

Paid Other

Event

Content

Content Syndication

Content Syndication

Partner

Partners

Partners

Outbound

Outbound

Outbound

Inbound

Inbound

Inbound

Email

Emails

Email

Referral

referrer

Referrer

Website

direct

Direct

Web

direct

Direct

How did we do?

Branded Search filter

CRM filters

Contact