Pipedrive Survey Integration | Pipedrive Integrations

What is Pipedrive?

Pipedrive is a sales-focused CRM platform that tells us what deals are in progress and where they are in the sales funnel. It may also be used to improve your business productivity by managing leads, customer information, interactions, workflow automations, and so on.

Pipedrive Integrations

Zapier lets you connect Pipedrive with other applications to enhance your sales process. This will help boost productivity by making it more straightforward for users to switch back and forth within a unified platform.

Some of them are:
• MailChimp
• Google Apps
• Talkdesk
• PandaDoc

Pipedrive Pricing

Pipedrive provides four different plans, and users can select the appropriate one based on their constraints and requirements. It also offers a 14-day free trial so that you can test it and confirm whether it satisfies your business needs. The plans are as follows:

• Essential
• Advanced
• Professional
• Enterprise

Pipedrive Ratings

Pipedrive is a perfect platform that can be used by businesses of all sizes. Most users recommend this tool for its top-notch features and easy-to-use interface. It is rated 4.2 on G2.

Pipedrive Alternatives

Pipedrive is a well-known CRM software. It stands out from other tools on the market with its competitive features and product capabilities. There are some alternatives in terms of functionality, affordability, and quality. Listed below are a few examples:

• Salesforce Sales Cloud
• Insightly CRM
• Zoho CRM
• Microsoft Dynamics 365

Pipedrive Features

Pipeline

Pipedrive makes it simple to identify the sale stages that correspond with your business procedures and to check whether a deal has been sitting on a particular stage for too long. This will help you to take the necessary actions at the right time.

Workflow Automation

You can automate tasks to enhance workflows and streamline productivity in your sales process.

CRM

Pipedrive’s CRM software offers a simple and user-friendly interface with multiple features to improve your workflows and sales productivity.

Customization

You can customize pipeline stages that correspond to your business requirements to ensure that your team is on the right track.

Pipedrive Survey Integration: Use Cases

Trigger a Survey when a Deal Stage is Changed or Updated

Choose the Event Object and Action to set actions for which the survey has to be invoked. Add conditions, pass variables if required & choose the email share channel to share the survey. Now, when a deal stage is changed or updated, the survey will be triggered automatically.

Create Deals in the Pipedrive App from Survey Responses

Choose the Action & Object from the dropdown. Map the survey responses with the respective Pipedrive fields. Now, when your survey is shared and fetches responses, a new deal will be created in the Pipedrive CRM, in real-time.

Mandatory Field: Title

Update Deals in the Pipedrive App from Survey Responses

Select Action & Object from the dropdown. Map the survey responses with the respective Pipedrive fields. When the survey URL is shared along with the Deal ID and fetches responses, an existing deal will be updated with the new details in the Pipedrive CRM, in real-time.

Generate Leads in the Pipedrive App from Survey Responses

Choose the Action & Object from the dropdown. Map the survey responses with the respective Pipedrive fields. Now, when your survey is shared and fetches responses, a new lead will be created in the Pipedrive CRM, in real-time.