Lead source in Close.
Connect marketing source to sales activity. The missing piece in Close.
Works with Close’s setup
Close is sales-first. Attribution is a side note.
Close was built to make sales reps move faster. The product earns its loyalty by removing friction from calling, emailing, and tracking conversations. Lead source data has never been central to that. And it shows in how the data is captured (lightly) and how reps treat it (as something to skip past).
The sales motion
- Close native HTML forms (recent)
- Lead and Opportunity custom fields
- Workflows triggered by form submissions
- Inbound webhook support
- Tight sales activity integration
The marketing side
- Native attribution is minimal by design
- No built-in UTM capture from form submissions
- No cross-page session tracking
- Manual rep entry for Lead Source values
- “Web form” is as detailed as the source gets natively
Custom fields. Manual entry. Hoping reps remember.
The standard fix for Close attribution is the same fix for every CRM that wasn’t built with marketing in mind: custom fields, hidden form inputs, and process discipline that sales teams routinely sidestep. Most orgs give up after a few months.
The manual way
- 01Add custom Lead fields for
utm_source,utm_medium,utm_campaign. Wire them into your Close native form HTML. - 02Build a JavaScript shim on your form pages to populate those hidden fields from URL parameters before submission.
- 03Build a webhook receiver to parse Close’s submission payload and update your CDP / reporting layer. Or skip that and live with disconnected data.
- 04Train the sales team to leave those fields alone when editing Leads. Re-train them every quarter when someone clears the data accidentally.
With Lead Source
- 01Paste one webhook URL into a Close workflow webhook action triggered by form submission. Once.
- 02We receive every native Close form submission with the source, campaign, and full page journey attached.
- 03Source recorded with the campaign name written out: “Google Ads · Local Services Sydney”. Available in your Lead Source dashboard and email inbox.
- 04Optionally: push to a single custom Close Lead field via our outbound webhook. Source survives rep edits because it’s sourced from us, not entered by sales.
// Close is sales-first. We’re the marketing side that doesn’t require rep intervention.
One webhook URL. That’s the whole thing.
Sign up, copy your unique webhook URL from the dashboard, paste it into a Close workflow action triggered by form submission. We receive every native form submission and attach the source automatically. The block below shows what the URL looks like. Your real one has your account ID baked in.
# illustrative. Paste your real webhook URL from app.leadsource.co https://hooks.leadsource.co/[your-account-id]
The real webhook URL is generated for your account when you sign up. Copy it from the integrations page in your dashboard. Async delivery, retries on failure, signed payloads.
Three steps. Done in five minutes.
Sign up. Get your webhook URL
Create your free Lead Source account. You’ll see a webhook URL on the integrations page with your unique account ID already in it. Copy it.
Add a webhook action in a Close workflow
In Close, go to Workflows → create or edit a workflow → set the trigger to Form submission → add a Webhook action with your Lead Source URL. Save and activate.
Submit a test through any Close native form
Open one of your Close native HTML forms. Fill it in. Submit. Within a minute or two, the lead appears in your Lead Source dashboard with the source, campaign, and page journey attached.
?utm_source=test appended to the URL before submitting. That’ll be the source on the lead.Questions, answered.
Will Lead Source conflict with Close native forms?
No. The Close workflow webhook is the documented integration mechanism for native form submissions. Lead Source receives a copy of the submission. We don't modify the Lead record, don't change the form, don't intercept the submission. Close keeps creating the Lead as it always has; we just attach the source data in parallel.
Can I write data to a custom Close Lead field?
Yes. From the Lead Source dashboard you can configure an outbound webhook that updates a custom Lead field via the Close API on every new submission. Common pattern: a single Lead Source Detail field on Lead that we populate with the campaign name. Sales team doesn't touch it; it just appears.
Does it work with non-native forms feeding Close (Typeform, Jotform, etc.)?
Yes, but the install path differs. For non-native forms that create Leads in Close via the API, install Lead Source on the form provider directly. See our Jotform page or our Typeform page. We capture the source at submission, then push to Close via an outbound webhook. The Close workflow webhook approach only covers native Close HTML forms.
Will it create duplicate Leads in Close?
No. Lead Source doesn't create Leads in Close. Close creates the Lead via its own form submission flow. We receive a copy of the submission and update or annotate the existing Lead. If you've configured outbound writeback to a custom field, we update the existing Lead, never create a new one.
What about Close FormSubmission activities?
Native Close forms create a FormSubmission activity on the Lead automatically. That's Close's built-in record of the submission. Lead Source doesn't modify that activity. If you want source data visible on the activity, configure the outbound webhook to write to a custom Lead field, then reference that field in your activity views.
Track your Close leads. Free to start.
One webhook URL. Every Close native form submission. Source, campaign, page journey. Without asking the sales team to do anything different.
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