Set up source tracking for HubSpot

You can collect tracking information to find out where your HubSpot contacts are coming from by following the instructions in this article.

This article shows you how to track information like First page seen, Last Page seen, Last referring site, Original source and Original source drill-down 1 and Original source drill-down 2 in HubSpot to show where your submissions are coming from, for example, from social media or direct traffic. 

For a general introduction into tracking the source of your typeforms using Hidden Fields, check out this article.

You can configure source tracking for Typeform's HubSpot integration in two ways:

- Segment your audience by source on your HubSpot dashboard

- Track the source of embedded typeforms (for advanced users)

To start tracking the source of your typeforms, you must first enable source tracking. You can do this by simply toggling the source tracking switch when connecting your typeform to HubSpot:

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Tip! To track embedded typeforms, you’ll need access to your website source files. Skip to track typeform embeds (advanced).

When setting up the integration, make sure to include an Email question in your typeform, and select the Yes, require an email address checkbox. Leads created without a valid email address might only include incomplete source tracking information.


Segment your audience by source on your HubSpot dashboard

Want to track the source of your leads? Once you set up the integration and enable source tracking, you’ll be able to do that in your HubSpot account.

By default, HubSpot adds a tracking cookie to your typeform. So if you share your typeform on social media, that will be recorded in HubSpot.

1. Toggle the Enable source tracking switch when setting up the integration.

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3. Next, go to the Create panel to add UTM tracking parameters to your link.


4. Click the Settings icon.


5. Select UTM tracking and toggle on the parameters you want to track. Then, hit Save.


These parameters will be added to your form's URL. Make sure to replace the xxxxx in the URL with the source and medium values before sharing the link. 



6. Hit Publish to save your changes.


7. Open your HubSpot account, and click on Contacts.

8. Click Edit columns:

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9. From this menu, make sure you add Original source and Original source drill-down 1.


10. Now you can see the source type in Original source, and the specific source in Original source drill-down 1:


In this case my latest contact came from Social Media, specifically Twitter.

If you're backfilling responses, you won't be able to segment those contacts by a specific source. All such contacts will be shown as created from Direct Traffic from Unknown URL:


Read on to learn about a more advanced method to track the source of your embedded typeforms.

Track the source of embedded typeforms (for advanced users)

Tracking the source of typeforms that are embedded in websites requires installing a tracking code—for this, it's best to have some web development experience. You can also partner up with an agency to find a Typeform expert.

To start tracking embedded typeforms:

1. When connecting your form to HubSpot, toggle the Enable source tracking switch in the Connect panel of your Typeform.

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2. Add the following code (found in your HubSpot account) to track the source of a typeform embedded on a website like Squarespace or WordPress. On your website, add your HubSpot tracking code by following the instructions here.


3. Back in your Typeform account, head over to the Share panel of your typeform and click Embed in a web page. Then click the Advanced tab on the right-side panel.


4. Under Integrations tracking, toggle HubSpot on.


5. Customize the design of your embed, more information can be found here. Then click Apply changes to save your work.


Next, click on the View code icon to retrieve your embed code.

2023-12-04_13-18-44.png Click Copy and then paste the code into your website.


You’re now ready to start collecting tracking information about your embedded typeform! You can view your web analytics data under contact properties in HubSpot:


When you go to your typeform, you'll see the following Hidden Fields automatically created for you. 


Note! Make sure not to delete these Hidden Fields because if you remove them, you'll no longer be able to track the source of your embedded typeforms.
Tip! If you want to personalize your typeform with HubSpot, you can find out how to do it here.

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