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Tailor Each Channel's Message to the CRM Its Leads Use

Sources by CRM is for B2B forms that ask “Which CRM do you use?” It shows which UTM sources bring leads on which CRM, and where a channel clearly leans toward one stack. It answers “how should our messaging change by channel?”

Published · Updated

/crmLeads, forms and tracking
Open the Full Sample →Ask Your AI for It
Sources by CRM sample report in the Studio look, sample data for a demo business. Headline: HubSpot leads the CRM answers at 32%, most often from Google and LinkedIn.Open full screen
Sample data from a demo business. Its headline reads: “HubSpot leads the CRM answers at 32%, most often from Google and LinkedIn.” Click to open the full report.

Which channels bring leads who use HubSpot or Salesforce?

It depends on whether your form asks which CRM a lead uses. If it does, Sources by CRM shows which sources bring leads on which CRM, so you can tune your messaging by channel. Type /crm to run it. To decide who to call first, use the Lead quality scorer. To compare your forms, Form performance fits better. To find where a CRM-specific page belongs, check Landing page performance.

What it is: Sources by CRM is a B2B channel report from the free UTM Grabber Reports skill for software companies, agencies and integrators that shows which sources bring leads on which CRM.

What this report answers

Which CRM do most of our leads use?
Does LinkedIn bring more HubSpot users than Google?
Where should we build a CRM-specific landing page?
How many leads have no CRM yet?

Built for: B2B software companies, agencies and integrators whose buyers already run a CRM.

What's in the report

The Sources by CRM sample report in the Studio look, with its 5 parts numbered to match the list
Click or tap a number or list item.Open the full sample →

Why You Can Trust What It Tells You

Finds your CRM question automatically

The report uses any form field whose label contains crm, so you don't have to point it at the right question.

Patterns only with real volume

A source counts as leaning to one CRM only with 5+ leads and an excess beyond 2 standard deviations.

Messy answers grouped together

Spellings like hubspot and HubSpot are grouped, and answers like none or no show as No CRM.

Ask your AI

Type the shortcut, or ask in your own words. Your AI pulls your leads through your UTM Grabber connection and builds the report.

You ask: /crmWhich CRMs do our leads use, by source?

Used UTM Grabber
  • check_site_health· UTM Grabber
  • list_forms· UTM Grabber
  • get_entries· UTM Grabber· 395 leads

Claude answers: HubSpot leads the CRM answers at 32%, most often from Google and LinkedIn. 324 of 395 leads answered the “CRM Platform” question.

Example chat in Claude. Sample data from a demo business. Your AI uses your own leads.
  • /crm
  • “Which CRMs do our leads use, by source?”
  • “Do LinkedIn leads use a different CRM than Google leads?”
  • “Where should we build a HubSpot landing page?”

What it uses

UTM GrabberRequiredYour leads, with the CRM answer from your form
Your AIClaude, ChatGPT, Codex or Cursor

Report designs need Claude, Codex or Cursor.

Sources by CRM
RequiredOptionalAd, analytics and CRM connectors come from each platform or a third party.

Which plan do you need?

This report works on every plan, starting with the free plugin.

What your AI can read from UTM Grabber
PlanWhat your AI reads
Free pluginThis reportYour last 30 days, with a fair-use allowance
StarterYour last 30 days, with first touch and more click IDs
Starter+ or PremiumYour full history, unmetered
Compare Plans →

See it in 4 looks

Same numbers, same story, 4 designs. View the sample full screen, or download it as a PDF or editable PowerPoint slides.

Sources by CRM report, Studio look

Studio

Client-facing reports

ViewPDFSlides

Sources by CRM report, Boardroom look

Boardroom

Presenting to leadership

ViewPDFSlides

Sources by CRM report, Ledger look

Ledger

Weekly ops reviews and analysts

ViewPDFSlides

Sources by CRM report, Classic look

Classic

Printed reports and long reads

ViewPDFSlides

Questions about this report

Does it connect to my CRM?

No. It reads the answer your leads type into your form's CRM question. To join real deals and revenue from HubSpot, Salesforce or Pipedrive, connect your CRM and ask for Close rate by first touch.

What if our form doesn't ask about CRM?

You get a one-page, honest report with the exact question to add. Under 10 answers, it asks you to make the question required.

Why does it say no source leans hard?

Small samples look like patterns. A pairing needs 5+ leads and an excess beyond normal random swing before the report calls it one, so you don't rewrite ads on noise.

Capture the Whole Journey, Starting Today

The free plugin remembers each lead's last click. Every UTM Grabber Premium plan, from Starter up, also records where they first found you, more ad click IDs and what kind of visit it was, from the day you upgrade.

Premium starts recording the day you upgrade. It can't fill in visits the free plugin never recorded, so every week on free is a week of first touches and click IDs you won't get back.

See UTM Grabber Premium Plans →Book a Demo
What UTM Grabber saves with each lead
Free pluginUTM Grabber Premium
Last-click UTM tagsSource, medium, campaign, term and contentYesYes
Google Ads click IDgclidYesYes
First touchThe source and campaign that found them, kept after later visitsNoYes
Meta and Microsoft Ads click IDsfbclid, msclkidPlus Google's wbraid and gbraidNoYes
Traffic labelsPaid, Organic, Social, Referral or Direct on every visitNoYes
AI assistant visitsChatGPT, Perplexity, Gemini, Claude and Copilot named as sourcesNoYes
WooCommerce ordersUTM tags savedFull source on every order
Cookie length30 daysYou choose

Related reports

Lead quality scorer

Who to call first and why, so your team works the best leads first.

/leads

Form performance

Every form on your site, including the quiet ones, and the one to fix first.

/forms

Landing page performance

The pages that win and the pages that leak, with the traffic behind each.

/pages

See all 30 reports up close →

Want Us to Build This for You?

Get reports like this one with your logo and colors, set up for you. With the Support Package, we connect the AI Connector (MCP) to your data and hand you your own AI report builder, tuned to your business, for weekly, monthly and annual reports.

Get the Support Package →See What's Included

Works on free and paid plans, and with your agency. Cancel anytime, no contracts.

Done for you

$199/yr$349

Launch price · Real Value: $1,700

  • Expert SetupOur resident expert team installs UTM Grabber and wires every form, with a live test.
  • Diagnostics & FixesCaching, cookie and GDPR leaks found and fixed, then audited again all year.
  • Custom Reporting + MCPWe connect the AI Connector (MCP) to your data and hand you your own AI report builder.
  • Ongoing SupportNew funnels and forms wired all year, with priority answers.

Get This Report on
Your Own Leads.

Connect UTM Grabber to Claude, ChatGPT, Codex or Cursor with the AI Connector (MCP), add the free Reports skill, then type /crm. Or just describe what you need.

Connect Your AI →See UTM Grabber Premium PlansBook a Demo

Every plan can connect. The report designs need an AI app that supports skills: Claude, Codex or Cursor.

This sample is real output from the UTM Grabber Reports skill v2.0, built on sample data for a demo business. Once you set it up, every report uses your own brand colors and logo. Google Ads, Meta, Google Analytics and CRM connectors come from each platform or a third party, not from UTM Grabber. You add them to the same AI chat.