What this section covers
This is where you connect GA Connector to your CRM so the visitor data collected on your website lands on the right records. Once tracking is live on your site, the source information GA Connector gathers (campaign, referrer, UTMs, and more) needs somewhere to go. That destination is your CRM.
How you set this up depends on which CRM you use. Some CRMs have a dedicated guide with a ready-made package or extension that does most of the work for you. Everything else follows a general guide that walks you through the same steps manually.
Before you start
Before you startMake sure website tracking is already installed and working. CRM setup assumes GA Connector is running on your site and collecting data. If you haven’t done that yet, start with the Website Tracking Setup section.
You’ll also want access to your CRM with permission to add custom fields, since the whole point of this step is creating fields in your CRM to hold the tracking data.
Find your CRM
Pick the guide that matches your CRM. If yours has a dedicated guide, use it. If not, the General Guide covers every other CRM.
CRMs with a dedicated guide
These CRMs have their own setup package or extension, so the guide is shorter and most of the field creation is automated.
- Salesforce — written guide coming soon. In the meantime, follow the instructions in the setup wizard.
- Zoho CRM — install the GA Connector extension to add the fields automatically, then customize your lead layout. Includes uninstall and troubleshooting steps.
- HubSpot — connect GA Connector to HubSpot and set up the fields.
- Pipedrive — written guide coming soon. In the meantime, follow the instructions in the setup wizard.
Every other CRM
If your CRM isn’t listed above, use the general approach. You’ll create the custom fields manually, but you only need the ones you actually plan to use.
- Create GA Connector fields in your CRM — the list of fields and how to add them.
- Push GA Connector info to the data layer in Google Tag Manager — useful if you pass data through GTM rather than a direct integration.
Not sure your CRM is supported?
GA Connector works with most CRMs that let you create custom fields. If you’re unsure whether yours will work, or you’d rather have us set it up for you, reach out to [email protected].
Once your CRM is set up
Don’t skip thisCreating the CRM fields isn’t the last step. Your lead generation forms still need to be integrated with GA Connector so they pass the tracking data into those fields on submission.
How much work this takes depends on your integration type and the forms you use.
On the API-based integration with forms that aren’t inside an iframe? You’re pretty much good to go, since these forms work out of the box. It’s still worth a quick look at the Form Integration guides to confirm nothing extra applies to your setup.
Once you’ve completed the authorization step in the setup wizard, the fields you created are populated automatically. GA Connector syncs the tracking data into your CRM on a regular interval, so updates aren’t instant. Newly captured data shows up on the next sync rather than the moment it’s collected.
If you’re on the cookie-based integration, or your forms sit inside an iframe or need an extra script, you’ll have some setup to do. The Form Integration section covers all of this, including which forms work out of the box and which need extra steps. Start with its overview to see what applies to you.
After your forms are passing data, you can send it on to Google Analytics or build attribution reports. See the Send CRM Data to Google Analytics and Reports & Attribution sections for what comes next.
