Hi, I need help with Monday forms.
We are using Monday CRM and Hubspot. HS provides us with our leads sources and forms.
Soon we are leaving Hubspot and moving to Monday CRM forms. The problem is I can’t find a way to identify our leads sources. Does anyone know a way/ integration that can help us recognize submissions sources? By sources I mean Google search, LinkedIn paid, SEM, Direct and more
Hey @TamarGershon
Our monday app EasyForm allows you to pre-set values in a dynamic way using URL Params or hard-coded into the form with Item Default values. This means that by placing a unique form/ URL Param value for each source, you can track where the created monday items are coming from.
So, as a simple example, we have two sources: the form on our app and the form on our website. We added a Statues column (this can work with Groups, Dropdown, and Connected boards as well) named Source, with two options, “App” and “Website.” We created two forms, made sure that the Souce field was not on the form, and set the default value of “App”/“Website”.
If you want help setting this up or have any questions, you can reach us at easyformsupport@easyapphq.com or book a call with us here.