Pipedrive Call Tracking: The ultimate guide for digital marketers

In today’s fast-paced digital marketing world, tracking the effectiveness of every customer interaction is essential. As a digital marketer, you’re always looking for ways to improve your strategies, optimize workflows, and drive better results. That’s where Pipedrive Call Tracking comes in, offering a seamless way to monitor, manage, and improve your call interactions with leads and customers.

But what exactly is the process of tracking calls in Pipedrive, and why should digital marketers care?

Let’s start with the basics.

Pipedrive Call Tracking is a feature within the Pipedrive CRM that allows businesses to monitor and record their phone conversations with clients and leads. This tool ensures that every interaction is accounted for and that data from these calls can be analyzed to enhance customer relations, refine marketing strategies, and boost sales performance.

Think of it like having a personal assistant listening in on your calls, noting down critical insights, and providing feedback on how you can improve. For digital marketers, this is invaluable because calls often provide rich, real-time data about customers’ needs and behaviors.

OK, but why should I care?

Well, imagine running a marketing campaign but having no way of knowing which channels are driving the most valuable phone calls. Without call tracking, you’d be flying blind. Call tracking helps you attribute phone leads to specific marketing efforts—whether it’s an online ad, email campaign, or a landing page—ensuring that every dollar you spend is optimized for maximum ROI.

In today’s competitive digital landscape, every touchpoint matters, and calls remain one of the most direct and personal ways to engage with your audience. Tracking them not only helps in managing relationships but also offers insights into what’s working in your marketing funnel.

Tracking Calls in Pipedrive works by linking your CRM system with your call tracking software. When a call comes in or goes out, it’s automatically logged into your Pipedrive account. You can see call duration, time, the client involved, and even make notes or recordings. With this data, you can track performance over time, identify trends, and enhance communication strategies.

Calls are then tied back to specific contacts and deals within Pipedrive, giving marketers a 360-degree view of their customer interactions. You’ll know exactly which marketing effort led to which call and can assess how those calls affect conversions.

1) Log in to your Nimbata account, navigate to the Integrations section, and select Pipedrive.
2) Click on “Connect” to connect your Pipedrive account

3) In the pop up click “Allow and Install”

4) Map Nimbata fields to Pipedrive fields. You’ll need to configure two scenarios: one for when the caller is not found, and another for when the caller is already in your CRM.

5) Select the default “After Every Call” automation or customize rules to control when Nimbata triggers the integration, giving you greater control over your data.

6) Click on Send test and Save.

7) Send a test event to see how a call is sent to Pipedrive and click Save.

Your integration is now complete! From now on, all incoming calls that match your automation criteria will be automatically logged in your Pipedrive account. It’s that simple!

Perform a call on your configured tracking number (or send a test event).

Nimbata will create and populate the fields you matched during the setup steps.

Once your call tracking is set up, how do you measure success? It’s not just about counting the number of calls but also analyzing call quality, conversion rates, and lead sources.

Key metrics to consider:

• Call volume by marketing source: Understand which campaigns are driving the most calls.
• Call duration and engagement: Longer calls often indicate more engaged leads.
• Conversion rate from call to sale: How many calls turn into actual business?

These metrics will help you refine your marketing strategy and allocate your budget more efficiently.

Once you understand which channels are driving the most valuable calls, you can optimize your marketing campaigns accordingly. For example, if your Google Ads are bringing in more high-quality calls than your Facebook campaigns, you might consider shifting your ad spend. It’s all about using the data at your disposal to make smarter, more informed decisions.

Consider this real-world example: A digital marketing agency implemented Pipedrive Call Tracking across their paid ads campaigns. Within three months, they identified that their most valuable leads were coming from specific long-tail keywords in their Google Ads campaigns. Armed with this knowledge, they shifted their ad spend, boosting call conversions by 30%.

Pipedrive Call Tracking is a powerful tool for digital marketers seeking to optimize their marketing efforts, improve customer interactions, and ultimately drive better business results. By implementing call tracking, you can gain valuable insights, streamline your workflow, and ensure every call counts.