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 is a marketing attribution tool that 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.
Below is a step-by-step guide on how to track marketing lead source and live chat activity in Pipedrive using Ruler Analytics.
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.
Take the journey below, for example.
In 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.
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 add marketing data to Pipedrive that can help you get 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 live chat with Pipedrive.
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