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 an increasingly popular way for leads and customers to directly engage with your business. Previously seen as primarily for customer service, live chat is growing in popularity as a tool to drive leads. You can connect with users directly on the page and capture key data to pass onto your sales team in real-time.
When you connect Olark to Pipedrive, you’ll get full visibility of your customer journey which will help you make smarter decisions about your marketing to increase your ROI.
Ruler Analytics is a marketing attribution tool that can push and pull data to and from Olark and Pipedrive. You can connect your lead source along with 60+ marketing variables. Plus, it can scrape revenue data from Pipedirve and fire it to your marketing apps.
Keep reading for an easy guide to tracking your marketing lead source and Olark activity directly in Pipedrive by using Ruler Analytics.
Ruler Analytics tracks each and every web visitor and collates their session history using first-party cookies. It allows you to match anonymous website sessions to a single user.
At the point where a website visitor becomes a lead in Olark, Ruler will collate all of their previous marketing engagements and send it over to Pipedrive. So, you’ll be able to log into your CRM and see the original lead source for eac lead along with other variables.
When your lead closes into a sale, whether that’s in a week, a month or a year, Ruler will get to work again. It scrapes the revenue date inputted to Pipedrive and fires it to the Ruler dashboard as well to other key marketing apps. There you’ll be able to automatically attribute closed revenue to the marketing channels, campaigns and ads that influenced the sale.
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 Olark and Pipedrive.