topic Betreff: Best way to track UTMs in HubSpot and Salesforce in Sales Integrations

Best way to track UTMs in HubSpot and Salesforce

Jonnydk — Thu, 13 Aug 2020 08:32:04 GMT

Hey, what's the best way to track UTMs in HubSpot and Salesforce. We are currently adding a hidden set of UTM fields on the form level but when it comes to PPC I want to make sure that the UTM value is updated in the fields and passed to the salesforce opportunity/ HubSpot deal... Any ideas on how to achieve this?

Betreff: Best way to track UTMs in HubSpot and Salesforce

JessicaH — Thu, 17 Sep 2020 08:57:21 GMT

Hi @Jonnydk,

Thanks for reaching out.

I want to tag in some thought leaders to see if they have some suggestions.

Hi @bradmin @trevordjones @daviddoughty, would you be able to share your thoughts with @Jonnydk?

Thanks!

Jess

Betreff: Best way to track UTMs in HubSpot and Salesforce

Jonnydk — Wed, 16 Sep 2020 12:52:01 GMT

@JessicaH any news with this one? Thanks!

Betreff: Best way to track UTMs in HubSpot and Salesforce

JessicaH — Thu, 17 Sep 2020 09:00:37 GMT

Hi @Jonnydk,

Let me tag some more subject matter experts, to see if they can assist with this.

Hi @Phil_Vallender @StefaniUAT @Bryantworks, do you have any suggestions?

Thanks!

Jess

Betreff: Best way to track UTMs in HubSpot and Salesforce

StefaniUAT — Thu, 17 Sep 2020 09:05:25 GMT

Hello,
It depends on what fields you have that may contain the exact URL UTM. Find a record created in HubSpot and look at the following properties to see if any of them track what you are looking for!

First referring site, last referring site, first conversion, original source drill down 1, original source drill down 2, first conversion, last conversion.

If none of them contain what you are looking for, please provide more information. Are you speaking specifically about Google? Are your forms HubSpot forms? Do your UTMs contain specific campaigns?

Betreff: Best way to track UTMs in HubSpot and Salesforce

Jonnydk — Thu, 17 Sep 2020 11:36:59 GMT

@StefaniUAT thanks, in the case of our PPC campaigns, what we are doing is sending prospects to a Hubspot landing page with a Hubspot form. The forms include hidden UTM fields. I know this isn't the best solution since those fields can be overwritten if the same user clicks on a different campaign. In turn, I am syncing that data to lead which is created in SF and it is mapped to the Contact and Opportunity objects in SF. I am also syncing Drill 1 and Drill 2 to SF as well. Should I be doing this differently?

Betreff: Best way to track UTMs in HubSpot and Salesforce

Jonnydk — Tue, 27 Oct 2020 09:10:21 GMT

@StefaniUAT @JessicaH any additional insights? Thanks!

Re: Best way to track UTMs in HubSpot and Salesforce

Jonnydk — Mon, 05 Apr 2021 12:31:43 GMT

@JessicaH hi do you have any additional information that I can look at? Thanks!

Betreff: Best way to track UTMs in HubSpot and Salesforce

StefaniUAT — Tue, 06 Apr 2021 05:53:46 GMT

@Jonnydk,

This is not my area of expertise so appologies as I haven't used SF in years but I did a little research and this is what I found.

1. This documentation says to use the hidden UTM fields by creating new HubSpot fields.

2. Once there is a form submission, the HubSpot record will now have these UTM parameters in their properties.

3. You will want to ensure there are matching properties in Sales Force and then mapped in the sync settings.

4. You can then create a workflow that copies the UTM fields into a HubSpot deal property.

This will ensure the UTM fields are available on the contact record, HubSpot Deal, and then in Sales Force. In Sales Force, I'm sure you can use a trigger or process builder to do what you need in SF. Will this meet your needs?

Re: Best way to track UTMs in HubSpot and Salesforce

AdamErstelle — Wed, 24 Dec 2025 20:51:40 GMT

A bit late, but thought it might help others who come across this.

HubSpot's tracking code does track every page view that has UTM values, but it's tough to extract it for full use. Most people try to work around this by having hidden fields and stamping values all over the place, hoping that the sync to Salesforce picks it up, where additional automation tries to take it from there. This works great if you are only going to have 1, maybe 2 "touchpoints" (where you can get first & last).

I've created a paid app that extracts ALL page views with your UTMs from your own HubSpot data , and brings them directly into Salesforce (even anonymous ones). Matching UTM params to Salesforce Campaigns, you get really good visibility and it can even automatically create CampaignMembers for you.