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How to integrate Drift interactions with MS Dynamics

How to integrate Drift interactions with MS Dynamics

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

Live chat tools like Drift are a great way to support current customers, but also to convert potential customers too. By connecting with website visitors directly on the page, you can convert them easily into leads. 

Integrating Drift with MS Dynamics allows you to get more data on how live chat is supporting lead and sale growth in your business. Plus, you’ll be able to link closed revenue back to Drift and corresponding marketing campaigns. 

By integrating Drift with MS Dynamics, 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 MS Dynamics, 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 MS Dynamics using Ruler Analytics 

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

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. 

Pass Drift conversion and marketing lead source data to MS Dynamics

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 MS Dynamics where you can see the lead source as well as other variables. 

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

Attribute MS Dynamics 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 MS Dynamics 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 MS Dynamics.