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How to integrate LiveChat interactions with Microsoft Dynamics

How to integrate LiveChat interactions with Microsoft Dynamics

LiveChat is one of the most popular ways for companies to engage with website visitors and potential customers. If your LiveChat isn’t in some way connected to your Microsoft Dynamics CRM, then valuable leads and revenue are potentially slipping through the cracks.

The best way to avoid this is by integrating your Microsoft Dynamics with your LiveChat software.

Such connectivity will allow you to ensure that conversations and interactions that happen in LiveChat are seamlessly transferred to your sales pipeline. 

How to track lead source and attribute revenue to LiveChat conversions in Microsoft Dynamics

Ruler Analytics is a marketing attribution tool that easily integrates with LiveChat, allowing you to monitor the performance of your web chat and its role in driving leads and revenue.

You can send this data to Dynamics to monitor sales chats happening through LiveChat and use this insight to double down on the marketing channels that contribute the most value for your business. Here’s how it works:

Capture each anonymous visitor over multiple touch points and traffic sources

Ruler Analytics 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.

Pass LiveChat conversion and marketing lead source data to MS Dynamics

When an anonymous visitor converts into a lead via LiveChat, Ruler will match their conversion details with their unique marketing touchpoints and pass the data it’s captured to MS Dynamics.

Related: How to view full customer journeys with Ruler

Looking at this specific journey, we can see that a visitor clicked on a Google Ad after searching the keyword "marketing attribution" and converted via a form fill.

Attribute MS Dynamics revenue from closed/won deals to your marketing tactics

When a lead agrees to a deal or completes a sale, the revenue data 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.

Send MS Dynamics revenue data to the tools you use every day

Ruler Analytics can integrate with 1,000+ tools, which means that you can pass revenue data from Ruler Analytics to tools like Facebook Ad Manager, Google Analytics, Google Ads, Microsoft Ads and more.

Ready to attribute revenue back to LiveChat? 

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 Live Chat and MS Dynamics.

Related articles:

How to create and attribute lead source in Microsoft Dynamics
Connect Microsoft Dynamics with Google Analytics and drive more qualified leads