Incorporating a lead source within HubSpot is crucial for monitoring your marketing activities and grasping the origins of your leads. In this guide, we’ll walk you through how to add a lead source in HubSpot.
Step 1: Log in to HubSpot
To add a lead source in HubSpot, you need to log in to your account. Once you are logged in, navigate to the “Settings” tab and select “Properties.”
Step 2: Create a New Property
If you haven’t already created a property for lead source, you will need to do so now. Click on the “Create” button and enter the name of your new property. In this case, we will create a property called “Lead Source.”
Step 3: Add Values to the Property
Once you have created the property, you can add values to it. Click on the “Add Value” button and enter the name of the value you want to add. For example, if you want to track leads from a specific campaign, you could create a value called “Campaign Name.”
Step 4: Assign Values to Contacts
Now that you have added values to the property, you can assign them to contacts. Navigate to the “Contacts” tab and select a contact. In the “Lead Source” field, select the value that corresponds to the source of the lead.
Step 5: Track Lead Sources in Reports
Once you have assigned values to contacts, you can track your lead sources in reports. Navigate to the “Reports” tab and select a report that includes the “Lead Source” property. You can then filter the report by the value of the property to see how many leads are coming from each source.
Conclusion
Adding a lead source in HubSpot is an important step in tracking your marketing efforts and understanding where your leads are coming from. By following these steps, you can easily add a lead source to your HubSpot account and start tracking your leads today.
