How to integrate Drift interactions with Pipedrive

Pro Tip: Download the guide on tracking marketing sources in Pipedrive and unlock powerful revenue data to help attribute value to your marketing efforts, and prove what's working.

Live chat is a key channel for customer service. But, it’s also a great way to drive new leads through your website too. You can connect with users directly on the page and capture key data to pass onto your sales team in real-time.

By integrating Drift with Pipedrive, you’ll gain a complete picture of your customer’s touchpoints and can make smarter decisions to increase marketing ROI.

Ruler Analytics can fire lead data captured from Drift to Pipedrive, along with the lead source and 60+ marketing variables. Plus, it can scrape revenue data from your CRM and fire it to your marketing apps. 

How to send Drift conversions to Pipedrive using Ruler Analytics 

Below is a step-by-step guide on how to track marketing lead source and Drift activity in Pipedrive using Ruler Analytics.

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Capture each anonymous visitor over multiple touchpoints and traffic sources

Ruler Analytics tracks each and every web visitor, collating their engagement with your content and campaigns. This allows Ruler to match leads and sales back to the influencing marketing channels, ads, and keywords. 

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Pass Drift conversion and marketing lead source data to Pipedrive

When a website visitor converts into a lead via Drift, Ruler will match them back to their previous marketing activity. All of this information will be sent over to Pipedrive where you can see the lead source as well as other variables. 

⚠️ Important note: You’ll need to set up custom fields in Pipedrive to send first/last click data from Ruler Analytics. We have a guide on how to create custom fields in Pipedrive that can help you get started.  

Attribute Pipedrive revenue from closed/won deals to your marketing outputs

Eventually, your lead will close into revenue. When that happens, the value from the sale will get sent back to the Ruler Analytics dashboard so that you can measure the impact of your marketing sources, campaigns, keywords and ads based on monetary values and not just conversions.

Send Pipedrive revenue data to the tools you use every day

Ruler can retrieve information about your won deals and feed that data into your marketing platforms such as Google Analytics, Google Ads, Facebook and Microsoft Advertising, allowing you to clearly measure and report on the return on investment for your marketing campaigns.

Ready to attribute revenue back to Drift? 

Want to learn more about tracking live chat leads in your CRM? Book a demo today and see how Ruler Analytics closes the loop between Drift and Pipedrive.

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