Get Google Analytics data into Insightly with this free tool

Get the data on what marketing channels and campaigns are effective in generating leads and customers by integrating Google Analytics data into Insightly

Lead profile Insightly

Being able to plan out your next marketing move involves knowing which of your current campaigns, channels & content are working and which ones aren't.

But if you're just using Google Analytics and all you can see is visitors and maybe goal conversions, then it's not enough. You need to be able to see which channels and content are driving not just visitors, but leads, customers, and ultimately revenue.

Only then can you make informed decisions about what marketing initiatives to execute on to drive growth.

So how do you get this kind of data into Insightly to be able to run the right reports?

In this article, we'll show you the 4 simple steps to integrate your Google Analytics data into Insightly.

What is Attributer?

Basically, Attributer is a piece of code you place on a website.

When site visitors arrive on a page on your website, Attributer takes a look at the technical info from those visits to determine where the users came from. It's the same data that Google Analytics and other web analytics software look at, so you can be assured it's accurate.

Based on this technical data, Attributer then assigns a channel (like Paid Search, Organic Search, Paid Social, etc) to the visit and it stores this information as a cookie in the users' browser.

When the visitor completes a lead form on your site and submits it, Attributer passes the Channel information together with the lead form details into Insightly.

Once this data is inside your CRM, you can run reports that show which channels and landing page drove the most leads, most opportunities, most customers, and most revenue.

4 steps for integrating Google Analytics data into Insightly

Using Attributer to get Google Analytics data parameters into Insightly is easy. Here's how to do it in 4 easy steps:

1. Add hidden fields to your forms

Add Hidden fields

To start integrating Google Analytics data into Insightly, add Hidden Fields to all of the lead capture forms you're using. These hidden fields are:

- Channel
- Channel Drilldown 1
- Channel Drilldown 2
- Channel Drilldown 3
- Landing Page
- Landing Page Group

Form building tools make it easy for users to add hidden fields, so take advantage of this function. If your website uses custom HTML forms, you can simply add to your form fields.

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

Populate hidden fields

After Attributer is installed on your website and the hidden fields have been added, Attributer starts monitoring where visitors come from. When they complete and submit a form on your website, Attributer populates those hidden fields with data from Google Analytics. This is done automatically in the background and the visitor never sees anything.

Let's say you're Dropbox and someone searching for cloud storage solutions comes across your brand campaign in Paid Search and clicks on it. Once the visitor submits a lead form on your website, Attributer completes the hidden fields as follows:

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

On top of the Channel information, Attributer also captures the visitor's first landing page (for instance, www.dropbox.com/features/cloud-storage) as well as the first landing page group (i.e. Features).

3. Google Analytics data is passed into Insightly

UTM data sent to CRM

In Step 3, data from Google Analytics is passed into Insightly. When a visitor submits a form on the website, the Landing Page and Channel information is added to the hidden fields and passed into Insightly. This is in addition to the details the visitor entered into the lead capture form, such as name, phone, and email.

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

Know channels

What happens now that you've got the channel and landing data in your CRM? Well, you can now create reports on it using the default reporting tools in Insightly, or in dedicated BI tools such as Chartio, Looker, Mode, etc.

With that data, you should be able to clearly see which of your marketing channels are responsible for most of your conversions, what each channel's conversion rate to opportunity is, the number of Closed Won deals from each channel, and more.

What data gets passed into Insightly

Attributer was created to collect all the information marketers need to be informed of how their efforts are paying off. We believe that there are basically two key elements to attribution.

  • Channel - How exactly did visitors arrive on your website? Is it through Referral, Paid Social, Paid Search, or Organic Search?
  • Landing Page - What specific content on your website was successful in bringing visitors in? Is it a free ebook, a short listicle, or a long-form article?

Here's a closer look at these key elements.

1. Marketing Channel Data

Attributer captures marketing channel data automatically so you'll know where your leads originate from. It will capture the high-level channel (like Organic Search, Paid Social, Paid Search, etc.) as well as capturing further details on each channel (for Paid Search, for example, it also gets data on Ad Group, Campaign, and Keyword).

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 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 drilldown into how many leads & customers each individual blog post generated.

Wrap up

With Attributer on your side, getting Google Analytics data into Insightly has never been easier.

The simple setup process means anyone can soon be creating detailed reports and dashboards in Insightly that show you the performance of everything from your Paid Search campaigns through to your affiliate networks, SEO, content marketing, and more.

What more can you ask for? Try Attributer for free today!

Get Started For Free

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