App Tutorial

Adding Lead Sources in HubSpot: A Step-by-Step Guide

Jason Gong
App automation expert
Apps used
April 15, 2024

To add a lead source in HubSpot, you can use hidden fields in forms, manually update contact records, or create custom properties for detailed tracking of both online and offline interactions. This process helps refine marketing strategies by understanding lead origins.

Understanding the difference between 'Original Source' and 'Lead Source' is key for detailed insights.

Streamline your lead management and ensure no lead slips through the cracks by automating the process with Bardeen's HubSpot integration.

How to Add Lead Source in HubSpot

Adding a lead source in HubSpot is essential for tracking where your leads are coming from, enabling you to refine your marketing strategies effectively. There are various methods to add or update a lead source, depending on whether you're working with new or existing contacts, and whether you're looking to track online or offline sources.

Automate your lead source tracking with Bardeen's integration to HubSpot, ensuring no lead slips through the cracks. Download the Bardeen app.

HubSpot Lead Source Tracking

HubSpot automatically tracks the original source of leads using the 'Original Source' property. This property captures how a contact first interacted with your business, such as through organic search, social media, or email marketing. Additionally, HubSpot tracks the 'Latest Source' to indicate the most recent source through which a contact interacted with your business. These properties are set automatically by HubSpot but can be manually updated on a contact record if necessary.

Create New Lead Source HubSpot

To track custom lead sources or offline interactions, you may need to create new lead source properties or update existing ones manually. This can be achieved by:

  • Adding a hidden field to your HubSpot forms to set a lead source upon conversion.
  • Manually updating the lead source property on an individual contact record.
  • Creating custom contact properties to track offline sources in more detail, such as events attended or specific campaigns.
Enhance your multi-channel outreach by integrating HubSpot with LinkedIn. Automate the capturing and categorizing of leads from LinkedIn with Bardeen.

For offline lead sources, you can create custom properties to capture specific information, such as the name of a trade show or the details of a referral.

HubSpot Original Source vs Lead Source

Understanding the difference between 'Original Source' and 'Lead Source' in HubSpot is crucial. The 'Original Source' property is automatically set by HubSpot and indicates the first known source through which a contact interacted with your business. In contrast, 'Lead Source' can be a custom property you create to track specific lead generation activities, especially for offline sources. While 'Original Source' provides a broad category, 'Lead Source' can offer more detailed insights into how leads are acquired.

It's also important to note that HubSpot tracks 'Source Drill-Down 1' and 'Source Drill-Down 2' properties, which provide additional context related to a contact's source. These properties can offer more specificity, such as the name of a social media site or the specific campaign that led a contact to your business.

Automate and enrich your lead management by integrating HubSpot with Salesforce and Sync HubSpot and Slack for Instant Alerts.

Automate HubSpot Lead Management with Bardeen

While you can manually add or update a lead source in HubSpot, automating this process can significantly enhance your efficiency and ensure no lead slips through the cracks. With Bardeen's integration, you can streamline how you capture and categorize leads from various sources, especially from platforms like LinkedIn.

Explore these powerful Bardeen playbooks to automate your lead management in HubSpot:

  1. Scrape LinkedIn Lead Information and Sync to HubSpot: This playbook automates the collection of lead information from LinkedIn profiles and directly creates new leads in HubSpot. It's an invaluable tool for sales and marketing professionals looking to minimize manual data entry and enhance lead engagement strategies.
  2. Qualify Salesforce Leads Using AI and Save in HubSpot: Leverage AI to qualify leads from Salesforce and automatically save the qualified ones as contacts in HubSpot. This playbook ensures that your team focuses on high-quality leads, optimizing your sales funnel.

By automating these processes, you can ensure a more effective and streamlined lead management system. Start by downloading the Bardeen app.

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