How To Add Lead Source In Hubspot

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Vector Linux
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Including a lead source on HubSpot is a vital component in accurately monitoring and handling your leads. This article will walk you through the steps of adding a lead source on HubSpot, and also share personal perspectives and commentary throughout.

What is a Lead Source?

Before we dive into the steps of adding a lead source in HubSpot, let’s quickly understand what a lead source is. A lead source is the channel or platform from which a lead originates. It could be a website, social media platform, email campaign, or any other source that drives traffic and generates leads for your business.

Step 1: Access the Sources settings

To start adding a lead source, you need to access the Sources settings in your HubSpot account. Here’s how:

  1. Log in to your HubSpot account.
  2. In the top navigation menu, click on “Settings”.
  3. In the left sidebar, under “Tracking & Analytics”, click on “Sources”.

Step 2: Create a new source

Once you’re in the Sources settings, you can create a new lead source by following these steps:

  1. Click on the “Create source” button.
  2. Enter a descriptive name for your lead source in the “Source name” field. This could be something like “Organic Search”, “Facebook Ads”, or “Email Campaign”.
  3. In the “Attribution type” dropdown, select the appropriate attribution model that you want to assign to this lead source. This determines how credit is assigned for leads generated from this source.
  4. Provide additional details or commentary in the “Comments” field. This is where you can add personal touches and contextual information about this lead source.
  5. Click on the “Create” button to save your new lead source.

Step 3: Assign leads to the new source

Now that you have created a new lead source, you can start assigning leads to it. This ensures that all leads generated from that particular source are properly categorized and tracked. Here’s how:

  1. Go to your HubSpot contact or lead records.
  2. Select the relevant contact or lead.
  3. In the contact or lead record, scroll down to the “Lead source” field.
  4. Click on the field and select the newly created lead source from the dropdown menu.
  5. Save the contact or lead record to apply the lead source.

Conclusion

Tracking and managing lead sources is essential for any business looking to optimize their marketing efforts. Adding lead sources in HubSpot is a straightforward process that allows you to accurately attribute and analyze the performance of different marketing channels. By following the steps outlined in this article, you can easily create and assign lead sources in HubSpot, giving you valuable insights into the effectiveness of your lead generation strategies.