Tracking original source from SaaS sign-ups

[CNicolaou4]

Hi there,

I'm wondering if anyone can help:

We have a website built in HubSpot and any customer using our 'Book a demo' form gets logged in the CRM with original source + drill down 1 and 2.

We also offer a free trial of our SaaS. We are using our own form for this. We have the HS tracking code installed on our SaaS. We can see page views in our SaaS are being counted on the contact level.

But when the customer signs up to our SaaS we get source as 'Offline source' and no drill downs values.

How can we get the original source and drill down 1 and 2 logged when customers come through our SaaS and custom form?

Thanks,
Charlotte

[franksteiner79 · Accepted solution]

Hi @CNicolaou4 

That issue is not uncommon when form submissions happen outside of HubSpot, because assume the Trial signup is not happening via HubSpot form. Without knowing your current setup I assume you are either using an integration or API call to pass the sign-up data back into HubSpot.

What you should be doing instead is using the forms API, the important bit is to make sure you include the hutk string, which is the bit that associates analytics data and shows the correct source data that you are after.

I hope that helps.

Frank

[CNicolaou4]

Hi @franksteiner79 , 

Thank you, your tip worked. We weren't using the forms API (but were passing hutk back with another API). Once we tried with the forms API it worked perfectly. 

Thanks again,
Charlotte