{"id":11265,"date":"2023-04-30T16:34:20","date_gmt":"2023-04-30T08:34:20","guid":{"rendered":"https:\/\/greatresultsonline.com\/?p=11265"},"modified":"2024-01-22T13:28:30","modified_gmt":"2024-01-22T13:28:30","slug":"how-to-track-pipedrive-leadbooster-chat-in-google-analytics-and-google-ads","status":"publish","type":"post","link":"https:\/\/greatresultsonline.com\/how-to-track-pipedrive-leadbooster-chat-in-google-analytics-and-google-ads\/","title":{"rendered":"How To Track Pipedrive LeadBooster Chat in Google Analytics and Google Ads"},"content":{"rendered":"\n<div class=\"wp-block-rank-math-toc-block\" id=\"rank-math-toc\" id=\"rank-math-toc\"><h2>Table of Contents<\/h2><nav><ul><li ><a href=\"#prerequisites\">Prerequisites<\/a><\/li><li ><a href=\"#how-to-set-up-google-tag-manager-to-start-listening-to-leadbooster-events\">How To Set Up Google Tag Manager To Start Listening to Leadbooster Events<\/a><\/li><li ><a href=\"#how-to-set-up-triggers-for-leabooster-opened-closed-and-conversation-ended-events\">How To Set Up Triggers for Leabooster Opened, Closed, and Conversation Ended Events<\/a><\/li><li ><a href=\"#how-to-set-up-pipedrive-leadbooster-events-and-conversions-in-google-analytics-4\">How To Set Up Pipedrive Leadbooster Events and Conversions in Google Analytics 4<\/a><\/li><li ><a href=\"#how-to-set-up-google-ads-to-track-pipedrive-leadbooster-chat-conversions\">How To Set up Google Ads To Track Pipedrive Leadbooster Chat Conversions<\/a><\/li><li ><a href=\"#summary-of-the-steps-needed-to-track-leadbooster-events-conversions\">Summary Of The Steps Needed To Track Leadbooster Events &amp; Conversions<\/a><\/li><\/ul><\/nav><\/div>\n\n\n\n<p>Pipedrive is a highly regarded CRM platform that offers various features to optimize business sales processes. One of its most prized assets is <a href=\"https:\/\/www.pipedrive.com\/en\/leadbooster\" target=\"_blank\" rel=\"noopener\">Pipedrive LeadBooster Chat,<\/a> a chatbot that facilitates website lead generation.<br><br>The bot is fully automated, making it a valuable tool for businesses seeking to enhance their lead-generation efforts. However, despite its ease of setup, tracking the bot&#8217;s interactions as events and conversions in Google Analytics can be challenging, leaving many businesses needing help fully leverage their potential.<\/p>\n\n\n\n<p>Thankfully, the solution is finally available! This article offers a tailor-made script and a comprehensive implementation guide to assist you in tracking LeadBooster Chat interactions in Google Analytics 4 and Google Ads.<br><br>Whether you are a seasoned marketer or new to Pipedrive LeadBooster, you will find everything in this comprehensive guide. So, if you want to take your lead generation efforts to the next level, this guide will show you how to track Pipedrive LeadBooster Chat interactions like a pro, utilizing the latest tools and techniques.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"prerequisites\">Prerequisites<\/h2>\n\n\n\n<p>To track your Pipedrive LeadBooster Chat interactions in Google Analytics and Google Ads, there are a few prerequisites you&#8217;ll need to have in place.<br><br>It may seem overwhelming but don&#8217;t worry; we&#8217;ll walk you through each step!<\/p>\n\n\n\n<p>Here&#8217;s what you&#8217;ll need:<\/p>\n\n\n\n<ul>\n<li>The Company and Playbook ID of your Pipedrive LeadBooster Chatbot can be found in your Pipedrive LeadBooster account. This information is essential to track your Chat interactions in Google Analytics and Google Ads.<\/li>\n\n\n\n<li>An active Google Tag Manager container is a powerful tool that enables you to manage and deploy tracking tags on your website. With Google Tag Manager, you can implement the customized script to track your LeadBooster Chat interactions.<\/li>\n\n\n\n<li>A Google Analytics 4 account to track your Chat interactions as events and conversions. If you don&#8217;t already have one, you can create a new account for free.<\/li>\n\n\n\n<li>A Google Ads account with access to conversion setup if you plan to use Google Ads for tracking conversions.<\/li>\n<\/ul>\n\n\n\n<p>By utilizing Google Tag Manager, Google Analytics 4, and Google Ads, you can track your LeadBooster Chat interactions effectively. Once you have these prerequisites, you&#8217;re ready to move on to the next section and start setting up tracking for your Chatbot. Don&#8217;t worry; we&#8217;ll guide you through each step of the process!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-set-up-google-tag-manager-to-start-listening-to-leadbooster-events\">How To Set Up Google Tag Manager To Start Listening to Leadbooster Events<\/h2>\n\n\n\n<p>Assuming that you already have an active Google Tag Manager container, the first step in setting up Pipedrive LeadBooster Chat tracking is to add the tracking script to Google Tag Manager. <br><br>Here&#8217;s how to do it:<\/p>\n\n\n\n<ol>\n<li>Find your Company ID &amp; Playbook ID.<br>To find these, log into your Pipedrive account and navigate to: <br><strong>Leads &gt; LeadBooster &gt; Live Chat &gt; Select the Playbook &gt; Installation &gt; Manual installation<\/strong>.<\/li>\n<\/ol>\n\n\n\n<ul>\n<li>2. Copy the tracking script below and insert your Company ID and Playbook ID where indicated in the script. I made it bold where you need to insert these details.<\/li>\n<\/ul>\n\n\n\n<pre class=\"wp-block-preformatted\"><script>\n\n  window.pipedriveLeadboosterConfig = {\n\n    base: 'leadbooster-chat.pipedrive.com',\n\n    companyId: XXXXXXX,\n\n    playbookUuid: 'xxxxxxx-xxxxxxx-xxxxxxxxx-xxxxxxx',\n\n    version: 2\n\n  };\n\n  (function() {\n\n    var w = window;\n\n    if (w.LeadBooster) {\n\n      console.warn('LeadBooster already exists');\n\n    } else {\n\n      w.LeadBooster = {\n\n        q: [], \n\n        on: function(n, h) {\n\n          this.q.push({ t: 'o', n: n, h: h });\n\n        },\n\n        trigger: function(n) {\n\n          this.q.push({ t: 't', n: n });\n\n        }\n\n      };\n\n      w.LeadBooster.on('conversationEnded', function(data) {\n\n        var eventLabel = data.qualified ? 'chat-lead' : 'conversation-ended';\n\n        dataLayer.push({\n\n          'event': 'leadboosterEvent',\n\n          'eventCategory': 'LeadBooster Chat',\n\n          'eventAction': 'Conversation Ended',\n\n          'eventLabel': eventLabel,\n\n          'eventValue': null\n\n        });\n\n      });\n\n      w.LeadBooster.on('opened', function(data) {\n\n        dataLayer.push({\n\n          'event': 'leadboosterEvent',\n\n          'eventCategory': 'LeadBooster Chat',\n\n          'eventAction': 'Opened',\n\n          'eventLabel': 'chat-opened',\n\n          'eventValue': null\n\n        });\n\n      });\n\n      w.LeadBooster.on('closed', function(data) {\n\n        dataLayer.push({\n\n          'event': 'leadboosterEvent',\n\n          'eventCategory': 'LeadBooster Chat',\n\n          'eventAction': 'Closed',\n\n          'eventLabel': 'chat-closed',\n\n          'eventValue': null\n\n        });\n\n      });\n\n    }\n\n  })();\n\n<\/script>\n&lt;script&gt;\n\n  window.pipedriveLeadboosterConfig = {\n\n    base: 'leadbooster-chat.pipedrive.com',\n\n    companyId: XXXXXXX,\n\n    playbookUuid: 'xxxxxxx-xxxxxxx-xxxxxxxxx-xxxxxxx',\n\n    version: 2\n\n  };\n\n  (function() {\n\n    var w = window;\n\n    if (w.LeadBooster) {\n\n      console.warn('LeadBooster already exists');\n\n    } else {\n\n      w.LeadBooster = {\n\n        q: [], \n\n        on: function(n, h) {\n\n          this.q.push({ t: 'o', n: n, h: h });\n\n        },\n\n        trigger: function(n) {\n\n          this.q.push({ t: 't', n: n });\n\n        }\n\n      };\n\n      w.LeadBooster.on('conversationEnded', function(data) {\n\n        var eventLabel = data.qualified ? 'chat-lead' : 'conversation-ended';\n\n        dataLayer.push({\n\n          'event': 'leadboosterEvent',\n\n          'eventCategory': 'LeadBooster Chat',\n\n          'eventAction': 'Conversation Ended',\n\n          'eventLabel': eventLabel,\n\n          'eventValue': null\n\n        });\n\n      });\n\n      w.LeadBooster.on('opened', function(data) {\n\n        dataLayer.push({\n\n          'event': 'leadboosterEvent',\n\n          'eventCategory': 'LeadBooster Chat',\n\n          'eventAction': 'Opened',\n\n          'eventLabel': 'chat-opened',\n\n          'eventValue': null\n\n        });\n\n      });\n\n      w.LeadBooster.on('closed', function(data) {\n\n        dataLayer.push({\n\n          'event': 'leadboosterEvent',\n\n          'eventCategory': 'LeadBooster Chat',\n\n          'eventAction': 'Closed',\n\n          'eventLabel': 'chat-closed',\n\n          'eventValue': null\n\n        });\n\n      });\n\n    }\n\n  })();\n\n&lt;\/script&gt;\n\n&lt;script src=\"https:\/\/leadbooster-chat.pipedrive.com\/assets\/loader.js\" async&gt;&lt;\/script&gt;\n<script><\/script><\/pre>\n\n\n\n<ol start=\"3\">\n<li>Open Google Tag Manager and create a new custom HTML tag. Set the trigger to fire on every page.<\/li>\n\n\n\n<li>Paste the tracking script into the custom HTML tag.<\/li>\n\n\n\n<li>Hit preview in Google Tag Manager to test the tracking script.<\/li>\n<\/ol>\n\n\n\n<p>What this script will do are 2 things:<\/p>\n\n\n\n<ol>\n<li>It will display the chat on your website<\/li>\n\n\n\n<li>It will start &#8216;listening&#8217; to interactions with the Leadbooster chat<\/li>\n<\/ol>\n\n\n\n<p>Now that Google Tag Manager can &#8216;hear&#8217; interactions, we can create triggers and tags based on this.<br><br>Once you have added the tracking script to Google Tag Manager, the next step is to create triggers for each of the three main events: manually opened, manually closed, and the conversation ended.<br><br>Here&#8217;s how to do it:<\/p>\n\n\n\n<ol>\n<li>Create a new trigger for the &#8220;Manually Opened&#8221; event in Google Tag Manager. Use the &#8220;Custom Event&#8221; trigger type and set the event name to &#8220;opened.&#8221;<\/li>\n\n\n\n<li>Create a new trigger for the &#8220;Manually Closed&#8221; event. Use the &#8220;Custom Event&#8221; trigger type and set the event name to &#8220;closed.&#8221;<\/li>\n\n\n\n<li>Create a new trigger for the &#8220;Conversation Ended&#8221; event. Use the &#8220;Custom Event&#8221; trigger type and set the event name to &#8220;conversationEnded.&#8221;<\/li>\n\n\n\n<li>Once you&#8217;ve created these triggers, you can use them to send the events to Google Analytics 4 as conversions or events. This will allow you to track the effectiveness of your LeadBooster Chat interactions and optimize your lead generation efforts.<\/li>\n<\/ol>\n\n\n\n<p>That&#8217;s it! With these steps, you can track Pipedrive LeadBooster Chat interactions in Google Analytics and Google Ads, allowing you to gain valuable insights into your customers&#8217; behavior and preferences.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-set-up-triggers-for-leabooster-opened-closed-and-conversation-ended-events\">How To Set Up Triggers for Leabooster Opened, Closed, and Conversation Ended Events<\/h2>\n\n\n\n<p>Now that you have added the Pipedrive LeadBooster Chat tracking script and created a custom tag to send events to Google Analytics 4, the next step is to create triggers for each of the three main events: manually opened, manually closed, and the conversation ended.<\/p>\n\n\n\n<ol>\n<li>Create a custom data layer variable.<\/li>\n<\/ol>\n\n\n\n<ul>\n<li>To do this, go to &#8220;Variables&#8221; in Google Tag Manager, scroll down and click &#8220;New,&#8221; and choose &#8220;Data Layer Variable.&#8221;<\/li>\n\n\n\n<li>Name the variable &#8220;Leadbooster Data Layer Var.&#8221;<\/li>\n\n\n\n<li>Set the Data Layer Variable name to &#8220;eventAction&#8221;.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/greatresultsonline.com\/wp-content\/uploads\/image-1.png\" alt=\"\" class=\"wp-image-11269\"\/><\/figure>\n\n\n\n<ol start=\"2\">\n<li>Create a custom trigger<\/li>\n<\/ol>\n\n\n\n<ul>\n<li>Go to &#8220;Triggers&#8221; in Google Tag Manager, click &#8220;New,&#8221; and choose the &#8220;Custom Event&#8221; trigger type.<\/li>\n\n\n\n<li>Fill in the trigger as follows:<br>Trigger name: Leadbooster Opened<br>Event name: leadboosterEvent<br>This trigger fires on Some Custom Events with \u2018eventAction\u2019 equals \u2018Opened\u2019<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/greatresultsonline.com\/wp-content\/uploads\/image-3.png\" alt=\"\" class=\"wp-image-11267\"\/><\/figure>\n\n\n\n<p>Do these same steps again for the &#8220;Closed&#8221; with the following trigger configuration:<\/p>\n\n\n\n<ul>\n<li>Trigger name: Leadbooster Closed<\/li>\n\n\n\n<li>Event name: leadboosterEvent<\/li>\n\n\n\n<li>This trigger fires on Some Custom Events with \u2018eventAction\u2019 equals \u2018Closed\u2019<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/greatresultsonline.com\/wp-content\/uploads\/image-2.png\" alt=\"\" class=\"wp-image-11268\"\/><\/figure>\n\n\n\n<p>And most importantly, the &#8220;Conversation Ended&#8221; event with the following trigger configuration:<\/p>\n\n\n\n<ul>\n<li>Trigger name Leadbooster Lead<\/li>\n\n\n\n<li>Event name: leadboosterEvent<\/li>\n\n\n\n<li>This trigger fires on Some Custom Events with \u2018eventAction\u2019 equals \u2018Conversation ended\u2019<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/greatresultsonline.com\/wp-content\/uploads\/image-4.png\" alt=\"\" class=\"wp-image-11270\"\/><\/figure>\n\n\n\n<p>By creating these custom triggers, you can track each event as it occurs in Google Analytics You can use this data to gain insights into the effectiveness of your LeadBooster Chat interactions and optimize your lead generation efforts.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-set-up-pipedrive-leadbooster-events-and-conversions-in-google-analytics-4\">How To Set Up Pipedrive Leadbooster Events and Conversions in Google Analytics 4<\/h2>\n\n\n\n<p>Now that you have set up the tracking script and triggers in Google Tag Manager, the next step is to create GA4 events for the &#8220;Opened&#8221;, &#8220;Closed&#8221;, and &#8220;Conversation Ended&#8221; events.<br><br>While testing in the Google Tag Manager preview mode, you should be able to see these events come in the real-time report.<br><br>To check this:<\/p>\n\n\n\n<ol>\n<li>Log in to google analytics 4<\/li>\n\n\n\n<li>Navigate to \u2018reports\u2019 on the left-hand side menu<\/li>\n\n\n\n<li>From the new menu items that appear, click on \u201cReal-time\u201d<\/li>\n\n\n\n<li>Scroll a bit down to the card that is titled \u201cEvent count by event name\u201d<\/li>\n<\/ol>\n\n\n\n<p>You should see the events coming in live while testing in Google Tag Manager preview mode.<\/p>\n\n\n\n<p>To create the events and conversions, you will need some patience for the events to show up in Google Analytics 4. This can take up to 72 hours but usually show up sooner.<br><br>To see the events &#8211; which can then be marked as conversions &#8211; follow the following steps:<\/p>\n\n\n\n<ol>\n<li>Log into your Google Analytics 4 account.<\/li>\n\n\n\n<li>Navigate to &#8220;Admin&#8221; down in the left-hand menu.<\/li>\n\n\n\n<li>Under the \u2018create property column\u2019 click on \u2018events\u2019<\/li>\n\n\n\n<li>You can flip the switch to track one or all these events as conversions.<\/li>\n<\/ol>\n\n\n\n<p>By creating these GA4 events, you can track the effectiveness of your LeadBooster Chat interactions and optimize your lead generation efforts in Google Analytics 4.<\/p>\n\n\n\n<p>The final section will cover how to set up conversion tracking in Google Ads for your LeadBooster Chat interactions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-to-set-up-google-ads-to-track-pipedrive-leadbooster-chat-conversions\">How To Set up Google Ads To Track Pipedrive Leadbooster Chat Conversions<\/h2>\n\n\n\n<p>Now that you have set up tracking for your Pipedrive LeadBooster Chat interactions in Google Tag Manager and Google Analytics 4, the next step is to set up conversion tracking in Google Ads.<\/p>\n\n\n\n<p>To set up conversion tracking, follow these steps:<\/p>\n\n\n\n<ol>\n<li>Log into your Google Ads account.<\/li>\n\n\n\n<li>Navigate to &#8220;Tools &amp; Settings&#8221; and select &#8220;Conversions&#8221;.<\/li>\n\n\n\n<li>Click the &#8220;+&#8221; button to create a new conversion action.<\/li>\n\n\n\n<li>Choose &#8220;Website&#8221; as the conversion source, and scan your URL.<\/li>\n\n\n\n<li>Scroll down and click &#8220;+ Add a conversion action manually&#8221;.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/greatresultsonline.com\/wp-content\/uploads\/image.png\" alt=\"\" class=\"wp-image-11266\"\/><\/figure>\n\n\n\n<ol start=\"6\">\n<li>Fill in the details for your conversion, including the conversion name and value.<\/li>\n\n\n\n<li>Set a fixed value for your conversion to use in your target ROAS strategy within Google Ads. This way, you can prioritize specific conversions over others.<\/li>\n\n\n\n<li>After you&#8217;ve completed these steps, Google Ads will give you the option to implement the conversion tracking in Google Tag Manager.<\/li>\n\n\n\n<li>Create a new &#8220;Google Ads Conversion Tracking&#8221; tag in Google Tag Manager.<\/li>\n\n\n\n<li>Fill in the Conversion ID and Conversion Label generated in Google Ads.<\/li>\n\n\n\n<li>Connect the tag to the trigger for the &#8220;Conversation Ended&#8221; event.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/greatresultsonline.com\/wp-content\/uploads\/image-5.png\" alt=\"\" class=\"wp-image-11271\"\/><\/figure>\n\n\n\n<p>Following these steps, you can track your Pipedrive LeadBooster Chat interactions as conversions in Google Ads. Remember that the conversions may take up to 72 hours to be correctly tracked.<\/p>\n\n\n\n<p>With these steps complete, you should now have a fully functional Pipedrive LeadBooster Chat tracking system, allowing you to gain valuable insights into your lead generation efforts and optimize your marketing campaigns accordingly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"summary-of-the-steps-needed-to-track-leadbooster-events-conversions\">Summary Of The Steps Needed To Track Leadbooster Events &amp; Conversions<\/h2>\n\n\n\n<p>In conclusion, tracking Pipedrive LeadBooster Chat in Google Analytics and Google Ads is crucial for businesses looking to optimize their lead-generation efforts. By implementing the tracking setup outlined in this article, you can gain valuable insights into your chatbot interactions and use that data to improve your marketing campaigns.<\/p>\n\n\n\n<p>To summarize, the steps involved in tracking Pipedrive LeadBooster Chat in Google Analytics and Google Ads include:<\/p>\n\n\n\n<ol>\n<li>Setting up Google Tag Manager<\/li>\n\n\n\n<li>Adding the Pipedrive LeadBooster Chat listener script<\/li>\n\n\n\n<li>Creating a custom data layer variable, trigger, and tags for LeadBooster Chat events<\/li>\n\n\n\n<li>Setting up Google Analytics 4 events for opened, closed, and conversation ended<\/li>\n\n\n\n<li>Setting up Google Ads conversion tracking for closed conversations<\/li>\n<\/ol>\n\n\n\n<p>The benefits of tracking this data are significant, as it allows you to optimize your lead generation efforts and improve your marketing campaigns. By tracking your LeadBooster Chat interactions, you can gain insights into the number of chats initiated, the number of chats that resulted in a qualified lead, and the overall conversion rate.<\/p>\n\n\n\n<p>To take your lead generation efforts to the next level and get the most out of your Pipedrive LeadBooster Chatbot, ask the companies you work with to implement this tracking tool on their website. With accurate tracking, you can gain valuable insights and optimize your chat interactions to drive conversions and grow your business!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pipedrive is a highly regarded CRM platform that offers various features to optimize business sales processes. One of its most prized assets is Pipedrive LeadBooster Chat, a chatbot that facilitates website lead generation. The bot is fully automated, making it a valuable tool for businesses seeking to enhance their lead-generation efforts. However, despite its ease <\/p>\n","protected":false},"author":1,"featured_media":12114,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[48,56,83],"tags":[79,80,81,63,82,84,85,86,87],"acf":[],"_links":{"self":[{"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/posts\/11265"}],"collection":[{"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/comments?post=11265"}],"version-history":[{"count":0,"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/posts\/11265\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/media\/12114"}],"wp:attachment":[{"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/media?parent=11265"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/categories?post=11265"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/greatresultsonline.com\/wp-json\/wp\/v2\/tags?post=11265"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}