Whether you’re using Pipedrive for the first time or a long-standing user, importing data allows you to add relevant data to leads and sales in your CRM and make it available for the whole organisation to use.
Instead of spending time wrestling with importing data into Pipedrive, you could use a marketing attribution tool like Ruler to automate the process. This will allow you to focus on more important things, such as converting more leads into revenue.
Ruler Analytics can pass marketing source variables to Pipedrive across multiple touchpoints such as first/last, landing page, keyword, GCLID, page views and sessions to new and existing Deals in Pipedrive.
1. Ruler tracks each anonymous visitor individually, and records how that user found your site and tracks any subsequent visits or interactions with other marketing channels and campaigns.
Related: How to view full customer journeys with Ruler
2. Once an anonymous visitor makes a conversion, whether it be a form fill, phone call or live chat, Ruler will update the data on that user to create a customer journey.
3. Using a pre-built integration, Ruler will send all the data it’s collected on your lead and send it to Pipedrive to create a new Deal. Ruler can also update existing records in your Pipedrive CRM with 60+ marketing variables.
Related: How to add lead source data to Pipedrive and attribute marketing revenue
4. When a lead agrees to a Deal, Ruler can retrieve the information from your won deals and track it back to the moment of engagement.
Related: How Ruler attributes revenue to your marketing
This will feed data into your marketing platforms such as Google Analytics, Google AdWords, Facebook and Microsoft Advertising.
We highly recommend taking a demo with one of our team. You’ll be able to see Ruler in action and understand how it can enrich your Pipedrive to gain a better picture of your leads and customers.
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