Ensure the following Profile permissions are set:

• Leads, Deals, and Contacts:

  • Basic Access: Read

  • Administrative Access: Read All, Meetings 

• Companies & Products and Services:

  • Basic Access: Read

  • Administrative Access: Read All
    

Step 1: Install App

• Open Kylas Marketplace → Search “Campaign on Activities”

• Click the app → Install

• Sign up & verify email (if not already registered)

• Navigate to CRM Settings > Integration > API

• Locate and Copy your API Key

• Paste it into the required field in the Campaign Influence App
  

Step 3: Configure Influence Settings

• Go to Influence Settings in the app

• Enable the checkbox for Meeting activities

• Select P0 as Lead ,P1 as Deal and P2 will auto set as Contact or update is according to your requirement.

Step 5: Campaign & UTM Fields Mapping

• On Lead, fields like Campaign, Source, Sub Source, and UTM parameters (Source, Campaign, Medium, Content, Term) are filled

• Similar fields are also available on Deal and Contact for consistent tracking

Step 6: Create a Meeting with Linked Entities

• While creating a Meeting, you can link multiple entities and add invitees

• After creation, you and the Conducted By user can view UTM parameters on the meeting—based on the priority set in Lead/Deal/Contact

Use Cases

1. Campaign Performance Tracking via Meetings
   Marketing teams can now directly connect meetings with UTM parameters and campaign data to measure actual influence on lead generation.

2. Multi-Channel Attribution
   When a lead or deal attends multiple meetings influenced by various campaigns, this feature helps prioritize and track the most impactful sources.

3. Sales & Marketing Alignment
   Campaign details visible on meetings enable sales teams to understand the context of each interaction, leading to more personalized follow-ups.

4. UTM-based ROI Analysis
   By linking campaign and UTM data to meetings, businesses can identify which marketing efforts are generating high-conversion conversations.

5. Improved Data Hygiene
   Automatically populating campaign fields on meetings ensures consistency across leads, deals, and contacts without manual effort.

Benefits

1. Centralized Campaign Visibility
   View campaign and UTM information directly on meetings without switching between multiple modules or reports.

2. Enhanced Attribution Accuracy
   With priority mapping (P0, P1, P2), the most relevant campaign source is linked to meetings, reducing confusion in lead source tracking.

3. Automated Data Flow
   Eliminates the need for manual entry of campaign details on each meeting—saving time and reducing errors.

4. Better Decision Making
   With campaign influence visible across meetings, marketers and managers can identify high-performing channels and optimize strategy.

5. Cross-Entity Integration
   The app seamlessly connects Leads, Deals, and Contacts with Meetings, ensuring complete visibility across the customer journey.

6. Supports Performance Reviews & Follow-ups
   Sales managers can use meeting-level campaign data to review rep performance and plan timely follow-ups based on campaign context.

Conclusion

The Campaign Influence App in Kylas CRM bridges the gap between marketing campaigns and sales meetings. By automatically mapping campaign and UTM parameters from Leads, Deals, and Contacts onto Meetings, the app enables accurate tracking of campaign influence throughout the sales funnel. With minimal setup, businesses gain improved attribution, better marketing insights, and more aligned communication between sales and marketing teams.
If you’re looking to measure campaign effectiveness beyond clicks and forms—this app makes it possible, right inside your CRM.