Easy way to get Google Analytics data into Nutshell CRM

Learn how you can incorporate data from Google Analytics, such as Channel and Landing Pages, into Nutshell CRM so that you can quickly and easily determine which marketing channels and online campaigns are generating you not just leads, but also customers and subscribers

Nutshell CRM

Do you know which marketing channels and campaigns are responsible for driving the majority of your leads and customers?

If not, it's likely you are wasting your precious marketing budget and won't know how to drive growth for your organization.

There is a solution though.

By integrating Google Analytics data - such as Channel & Landing Page- into your Nutshell CRM account, you can run reports that show you exactly what channels and campaigns are driving leads, customers & revenue.

In this article, we'll teach you how you can use Attributer to integrate Google Analytics data into Nutshell CRM.

What is Attributer?

Attributer is a small but might script that you place on your website.

When a visitor lands on your site, Attributer gathers all the technical information from that session and uses it to determine where the visitor originated from.

Attributer then categorizes the visit into a standardized set of marketing channels. A few examples of these are Organic Search, Paid Social, and Paid Search.

Next, Attributer stores the categorized channel as a cookie in the browser used by the visitor. Then when the site visitor submits a lead form, Attributer passes that Channel information, along with the details of the visitor into Nutshell CRM.

Once you have accurate Channel and Landing Page data inside your CRM, you can then use your existing reporting tools to understand what marketing channels and initiatives are actually driving the leads that convert into customers and revenue.

4 steps for integrating Google Analytics data into Nutshell CRM

Using Attributer to capture UTM parameters in Nutshell CRM is easy. Here's how to do it in 4 easy steps:

1. Add hidden fields to your forms

Add Hidden fields

The first step towards integrating data from Google Analytics into Nutshell CRM is adding Hidden Fields to your lead forms. In case you're unfamiliar with them, Hidden Fields are basically just form fields that exist on your lead capture forms, but aren't visible to the end-users.

The hidden fields you want to add are:
- Channel
- Channel Drilldown 1
- Channel Drilldown 2
- Channel Drilldown 3
- Landing Page Group
- Landing Page

If you're using a form-building tool, it's should be as easy as dragging in a 'Hidden Field' to your form, or perhaps setting an existing field to be hidden. If you're working with custom HTML forms, you can use input type="hidden" to define a hidden input field.

2. Attributer automatically completes the hidden fields with Google Analytics data

Populate hidden fields

Attributer keeps an eye on where your site's visitors originate from. When they fill out a lead form on the site, Attributer automatically uses Google Analytics data to populate the hidden fields you've put in earlier.

Imagine you're Dropbox and a visitor lands on your website via a brand campaign on Paid Search. Attributer would complete the hidden fields in this way:

  • Channel: Paid Search
  • Channel Drilldown 1: Google
  • Channel Drilldown 2: Brand Campaign
  • Channel Drilldown 3: Dropbox

Attributer would also capture the first landing page (i.e. www.dropbox.com/features/productivity) and landing page group (i.e. Features) of the visitor, in addition to Channel data.

3. Google Analytics data is passed into Nutshell CRM

UTM data sent to CRM

Finally, when a visitor submits the form on your website, all of the Channel data (derived from the UTM parameters) and the Landing Page data is passed into your CRM along with the name, email, phone, etc of the lead.

4. Run reports to know what channels are driving leads, customers & revenue

Know channels

With the landing page and channel data in your CRM, you can then run reports using your preferred reporting tool, for example, an existing business intelligence software or the default reporting functionality in Nutshell CRM.

With the data provided by Attributer, you would be able to see which of your channels are driving the most leads, the number of Closed Won deals coming from each channel, the conversion rate to Opportunity, and other critical metrics.

What data gets passed into Nutshell CRM

There are two key elements to attribution: channel and landing page.

Channel answers the question "How did visitors get to my website?" It's usually one of the following: Organic Search, Paid Social, Paid Search, or Referral.

Landing Page answers the question "Which of my site content did visitors find attractive?" It could be a blog post, an ebook, a list of features, or what have you.

We built Attributer to help you answer these two questions. As a result, the following data gets passed into Nutshell CRM by Attributer:

1. Marketing Channel Data

With Attributer, marketing channel data is captured automatically. You'll be able to see which channels are bringing in leads (Paid Search, Organic Search, Paid Social, etc.) as well as further details on each marketing channel (For Paid Search, for instance, Attributer will also capture Ad Group, Keyword, Campaign, etc.).

2. Landing Page Data

Attributer automatically captures the first page the lead sees on your site (I.e. dropbox.com/blog/best-file-storage-tools) as well as the category of the page (I.e. Blog).

This is good for being able to view related content as one entity. For instance, being able to see how many leads your entire blog generated as well as being able to drill down into how many leads & customers each individual blog post generated.

Wrap up

Attributer is the tool to use if you're looking to get Google Analytics data into Nutshell CRM easily. Setting it up is a simple process, and as soon as it's up and operational, you can run detailed reports and create dashboards in Nutshell CRM that show you everything from how your ad campaigns are performing to how your SEO efforts are going.

What's more, it costs nothing to get started. Claim your free trial today!

Get Started For Free

It's free to get started with Attributer, and paid plans start at just $49 per month