Want to know which marketing campaigns are driving your leads? By capturing UTM parameters and passing them to Zoho CRM, you can track exactly where each lead came from — whether it’s a Google Ad, Facebook campaign, or email newsletter.

This guide shows you how to capture UTM data from cookies and send it to Zoho CRM through hidden form fields.

How It Works

1. A visitor clicks your marketing link with UTM parameters
2. The UTM values get stored in browser cookies
3. When they fill out a form, hidden fields pull the UTM data from cookies
4. The data gets sent to Zoho CRM along with the lead information

Step 1: Create Hidden Fields in Your Form

In your form builder, create hidden fields for each UTM parameter:

• utm_source
• utm_medium
• utm_campaign
• utm_term
• utm_content

These fields won’t be visible to users but will capture the marketing data in the background.

Step 2: Test with a UTM Link

First, visit your website using a URL with UTM parameters to set the cookies. For example:

https://finect.com.au/?utm_source=google&utm_medium=cpc&utm_campaign=test_campaign_for_dev&utm_term=nexeflabs&utm_content=marketingVideo

Then navigate to your form page (e.g., click “Get Started” or go to your login/signup page).

Step 3: Verify Cookies Are Set

Open your browser’s Developer Tools (right-click → Inspect → Application tab → Cookies) and you should see the UTM parameters stored as cookies:

• utm_source = google
• utm_medium = cpc
• utm_campaign = test_campaign_for_dev
• utm_term = nexeflabs
• utm_content = marketingVideo
  

Step 4: Map Hidden Fields to Cookies

Configure your form to pull the cookie values into the hidden fields. The exact method depends on your form builder, but typically you’ll use JavaScript or built-in cookie mapping.

Example JavaScript to populate hidden fields:

function getCookie(name) {
  const value = `; ${document.cookie}`;
  const parts = value.split(`; ${name}=`);
  if (parts.length === 2) return parts.pop().split(';').shift();
}

document.getElementById('utm_source').value = getCookie('utm_source') || '';
document.getElementById('utm_medium').value = getCookie('utm_medium') || '';
document.getElementById('utm_campaign').value = getCookie('utm_campaign') || '';
document.getElementById('utm_term').value = getCookie('utm_term') || '';
document.getElementById('utm_content').value = getCookie('utm_content') || '';

function getCookie(name) {
  const value = `; ${document.cookie}`;
  const parts = value.split(`; ${name}=`);
  if (parts.length === 2) return parts.pop().split(';').shift();
}

document.getElementById('utm_source').value = getCookie('utm_source') || '';
document.getElementById('utm_medium').value = getCookie('utm_medium') || '';
document.getElementById('utm_campaign').value = getCookie('utm_campaign') || '';
document.getElementById('utm_term').value = getCookie('utm_term') || '';
document.getElementById('utm_content').value = getCookie('utm_content') || '';

Step 5: Create Custom Properties in Zoho CRM

In Zoho CRM, create custom fields to store the UTM data:

1. Go to Settings → Customization → Modules and Fields
2. Select the Leads module (or whichever module receives your form data)
3. Add these custom fields:
   • Utm_source (Single Line)
   • Utm_medium (Single Line)
   • Utm_campaign (Single Line)
   • Utm_term (Single Line)
   • Utm_content (Single Line)

Step 6: Map Form Fields to Zoho CRM

In your form integration settings, map the hidden UTM fields to the corresponding Zoho CRM custom properties.

When a lead submits the form, Zoho CRM will now receive:

• The lead’s contact information
• The complete UTM data showing their marketing source

What You Can Do With This Data

Once UTM data flows into Zoho CRM, you can:

• Create reports showing which campaigns generate the most leads
• Calculate ROI by comparing ad spend to closed deals per campaign
• Segment leads based on their traffic source
• Optimize marketing by doubling down on high-performing channels

Quick Summary

1. Create hidden fields in your form for each UTM parameter
2. Visit your site with a UTM-tagged URL to set cookies
3. Verify cookies are stored in browser Developer Tools
4. Map hidden fields to pull values from cookies
5. Create matching custom properties in Zoho CRM
6. Connect form fields to Zoho CRM properties

That’s it! You’ll now have full visibility into which marketing efforts are driving your leads.