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 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.
Below is a step-by-step guide on how to track marketing lead source and Drift activity in Pipedrive using Ruler Analytics.
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.
In the journey above, we can see that a visitor clicked on a Google Ad after searching the keyword "marketing attribution" and converted via a form fill.
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 add marketing data to Pipedrive CRM Deals that can help get you started.
Eventually, your lead will close into revenue. When that happens, the value from the sale will get sent back to the Ruler dashboard so that you can measure the impact of your marketing sources, campaigns, keywords and ads based on monetary values and not just conversions.
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.
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.
Connect Pipedrive with Google Analytics and drive more qualified leads
Track lead source and attribute marketing revenue in Pipedrive
How to add marketing data to Pipedrive CRM Deals
Ultimate guide to Pipedrive web forms