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LoyaltySurf + Pipedrive

Trigger loyalty actions in LoyaltySurf from newly updated deal stages in Pipedrive

Get the most out of your users by using this Pipedrive-LoyaltySurf integration to simplify your sales pipeline. With setup complete, every time a deal stage is updated in Pipedrive, a corresponding loyalty action will automatically be triggered in LoyaltySurf.

Get the most out of your users by using this Pipedrive-LoyaltySurf integration to simplify your sales pipeline. With setup complete, every time a deal stage is updated in Pipedrive, a corresponding loyalty action will automatically be triggered in LoyaltySurf.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    LoyaltySurfLoyaltySurf
    Trigger Loyalty Action

    Triggers a loyalty action to unlock a reward.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
loyaltysurf logo
loyaltysurf logo

About LoyaltySurf

LoyaltySurf is loyalty software for B2C, FinTech, and SaaS companies.
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Related categories

  • Customer Appreciation
pipedrive logo

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