How are you keeping the campaign source attached to phone leads in Zoho CRM?
Web leads are the easy case — hidden fields carry the campaign data into the record and the Lead arrives with its source already filled in. Phone leads are where it falls apart for us.
The usual sequence: someone sees an ad, dials the mobile number the business actually uses, a rep answers, and the record gets created later from memory. Lead Source ends up as "Phone" or empty, which tells you nothing about which campaign paid for that call.
What we've watched people try:
- Ask the caller where they heard about you. Reps forget to ask, callers misremember, and it stops scaling past a handful of calls a day.
- A separate tracking number per campaign. It works on paper, but you end up running two numbers — the one on the ads and the real one on the signage, the Google listing and a decade of old directories, which is the one plenty of people dial.
- Manual entry at the end of the day. Half of it never gets entered, and the half that does is a guess.
For anyone running Zoho with phone-heavy intake:
- Do you keep source on the Lead, or push it to a custom field on the Call activity so it survives conversion?
- Has anyone used workflow rules to backfill source — from the number dialed, or from the window when a campaign was actually live?
- If your team is on plain GSM mobile phones with no VoIP anywhere in the stack, has anything reliable ever worked here, or is manual entry just the accepted cost?
Interested in setups that survived contact with a real sales team, not the ones that looked good in a diagram.