Best way to track UTMs in HubSpot and SalesforceSOLVE
Aug 13, 2020 4:32 AM
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?
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Apr 6, 2021 1:53 AM
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?