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How to integrate live chat interactions with Pipedrive

How to integrate live chat interactions with Pipedrive

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. 

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.

Related: How to view full customer journeys with Ruler

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.

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.

Related: How to track where leads came from with Ruler

⚠️ 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.  

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 dashboard so that you can measure the impact of your marketing sources, campaigns, keywords and ads based on monetary values and not just conversions.

Related: How to attribute revenue to your marketing with Ruler

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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Track lead source and attribute marketing revenue in Pipedrive
How to add marketing data to Pipedrive CRM Deals
Ultimate guide to Pipedrive web forms