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How to integrate live chat interactions with Pipedrive

How to integrate live chat interactions with Pipedrive

How do I integrate live chat 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 lead generation and sales. It allows you to connect with your website visitors and capture the interest of your target audience in real-time.

By integrating live chat 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 a new live chat message, or a converted user as a conversion into your Pipedrive CRM along with the lead source and 60+ marketing variables. 

How to send live chat conversions to Pipedrive using Ruler Analytics 

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

Capture each anonymous visitor over multiple touch points and traffic sources

Ruler will ensure your data is captured on a visitor level so that it can match leads, conversions or sales back to the marketing touchpoints that generated them across multiple channels, ads and keywords.

Pass live chat conversion and marketing lead source data to Pipedrive

When an anonymous visitor converts into a lead via live chat, Ruler will match their conversion details with their unique marketing touchpoints and pass the data it’s collected to Pipedrive.

⚠️ 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 tactics

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 live chat? 

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 with Pipedrive.

Related articles:

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How to integrate phone calls with Pipedrive
How to import and export contacts in Pipedrive
How to manage marketing deals in Pipedrive
How do you customise fields in Pipedrive?