How to integrate GA Connector with Freshworks CRM (formerly Freshsales) using Smartforms

Add Google Analytics data to Freshworks Smartform with GA Connector’s Freshworks integration.

Prerequisites

Installed the Freshworks Smartform script on your website.
These instructions assume that you have already installed either the GA Connector WordPress plugin or GA Connector script on your website:

<script data-cfasync="false" type="text/javascript" src="https://tracker.gaconnector.com/gaconnector.js"></script>
<script>
function setGaconnectorHiddenFields() {
    var gaFields = gaconnector.getCookieValues();
    for (var fieldName in gaFields) {
        var selectors = 'form input[name="' + fieldName + '"], form input#' + fieldName + ', form input#field_' + fieldName + ', form input[name="' + fieldName.toLowerCase() + '"], form input#' + fieldName.toLowerCase() + ', form input#field_' + fieldName.toLowerCase() + ', input[value="gaconnector_' + fieldName + '"],';
        selectors += 'form textarea[name="'+fieldName+'"], form textarea#'+fieldName+', form textarea#field_'+fieldName + ', form textarea[name="'+fieldName.toLowerCase()+'"], form textarea#'+fieldName.toLowerCase()+', form textarea#field_'+fieldName.toLowerCase()+', form textarea.'+fieldName+', form textarea[name="param['+fieldName+']"]'+", form textarea[id^='field_"+fieldName+"']";
        var inputs = document.querySelectorAll(selectors);
        if (inputs === null) {
            continue;
        } else if (typeof inputs.length === 'undefined') {
            inputs.value = gaFields[fieldName];
        } else {
            for (var i = 0; i < inputs.length; i++) {
                inputs[i].value = gaFields[fieldName];
            }
        }
    }
}

gaconnector.setCallback(setGaconnectorHiddenFields);
setInterval(setGaconnectorHiddenFields, 1000);
</script>

function setGaconnectorHiddenFields() {

var gaFields = gaconnector.getCookieValues();

for (var fieldName in gaFields) {

var selectors = 'form input[name="' + fieldName + '"], form input#' + fieldName + ', form input#field_' + fieldName + ', form input[name="' + fieldName.toLowerCase() + '"], form input#' + fieldName.toLowerCase() + ', form input#field_' + fieldName.toLowerCase() + ', input[value="gaconnector_' + fieldName + '"],';

selectors += 'form textarea[name="'+fieldName+'"], form textarea#'+fieldName+', form textarea#field_'+fieldName + ', form textarea[name="'+fieldName.toLowerCase()+'"], form textarea#'+fieldName.toLowerCase()+', form textarea#field_'+fieldName.toLowerCase()+', form textarea.'+fieldName+', form textarea[name="param['+fieldName+']"]'+", form textarea[id^='field_"+fieldName+"']";

var inputs = document.querySelectorAll(selectors);

if (inputs === null) {

continue;

} else if (typeof inputs.length === 'undefined') {

inputs.value = gaFields[fieldName];

} else {

for (var i = 0; i < inputs.length; i++) {

inputs[i].value = gaFields[fieldName];

}

gaconnector.setCallback(setGaconnectorHiddenFields);

setInterval(setGaconnectorHiddenFields, 1000);

</script>

Create custom fields on Freshworks CRM

To create custom fields on Freshworks CRM , Go to Admin Setup > CRM Customization > Leads Module
Click on Add Field, select Text Field or Text Area and click on Add Selected.
On the field properties, set the field label to the equivalent GA Connector field input ID that you want to Add. (e.g. All Traffic Sources – all_traffic_sources, First Click Channel – fc_channel).
Click on Save.

More than just UTM parameters

GA Connector adds UTM information, geolocation, referral information to your Freshworks leads.

See below for all the information that you can add to your leads to help you find out which of your marketing activities drive sales.

Label	Input ID	Label	Input ID
All Traffic Sources	all_traffic_sources	Last Click Campaign	lc_campaign
Browser	browser	Last Click Channel	lc_channel
City (from IP address)	city	Last Click Content	lc_content
Country (from IP address)	country	Last Click Landing Page	lc_landing
First Click Campaign	fc_campaign	Last Click Medium	lc_medium
First Click Channel	fc_channel	Last Click Referrer	lc_referrer
First Click Content	fc_content	Last Click Source	lc_source
First Click Landing Page	fc_landing	Last Click Term	lc_term
First Click Medium	fc_medium	Last Click Timestamp	lc_timestamp
First Click Referrer	fc_referrer	Longitude	longitude
First Click Source	fc_source	Latitude	latitude
First Click Term	fc_term	Number of Website Visits	page_visits
First Click Timestamp	fc_timestamp	Operating System	OS
Google Analytics CID	GA_Client_ID	Device	device
Google Analytics Measurement ID	GA_Measurement_ID	Region	region
Google Analytics Session ID	GA_Session_ID	Pages Visited	pages_visited_list
Google Click Identifier	gclid	Time Spent on Website	time_passed
IP Address	ip_address	Time Zone	time_zone

Setting up your form

Now that you have created the custom fields on Freshworks CRM, you need to set up your form so that the input elements’ label or ID matches with the custom fields that you have created. The input type of the fields that you create will need to be set as “text”, SmartForms will ignore your input element if it is set to “hidden”. In order for you to hide the elements into pageview, you can wrap your input elements inside a hidden div.

Example:

<div style="display:none;">
<input id="all_traffic_sources" type="text" />
<input id="fc_channel" type="text" />
</div>

</div>

Smartforms will automatically map your form to their equivalent fields in Freshworks CRM as long as the input label / ID matches the custom field label that you have set.

Using Contact Form 7

If you are using the WordPress plugin: Contact Form 7, you can easily create GA Connector fields on your form by pasting the code below in your form editor.

<div style="display:none;">
[text fc_campaign]
[text fc_channel]
[text fc_content]
[text fc_landing]
[text fc_medium]
[text fc_referrer]
[text fc_source]
[text fc_term]
[text lc_campaign]
[text lc_channel]
[text lc_content]
[text lc_landing]
[text lc_medium]
[text lc_referrer]
[text lc_source]
[text lc_term]
[text OS]
[text GA_Client_ID]
[text gclid]
[text all_traffic_sources]
[text browser]
[text city]
[text device]
[text page_visits]
[text pages_visited_list]
[text region]
[text time_zone]
</div>

[text fc_campaign]

[text fc_channel]

[text fc_content]

[text fc_landing]

[text fc_medium]

[text fc_referrer]

[text fc_source]

[text fc_term]

[text lc_campaign]

[text lc_channel]

[text lc_content]

[text lc_landing]

[text lc_medium]

[text lc_referrer]

[text lc_source]

[text lc_term]

[text OS]

[text GA_Client_ID]

[text gclid]

[text all_traffic_sources]

[text browser]

[text city]

[text device]

[text page_visits]

[text pages_visited_list]

[text region]

[text time_zone]

</div>

Add Google Analytics data to Freshworks Smartform with GA Connector’s Freshworks integration.

Prerequisites

Create custom fields on Freshworks CRM

More than just UTM parameters

Setting up your form

Using Contact Form 7

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