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Pipedrive + Retently

Pipedrive + Retently

Pipedrive + Retently integrations

Send Retently surveys to prospects after deals are updated in Pipedrive

After your sales team closes a deal, getting customer feedback will help you focus on what went right and avoid what didn't. Set up this integration and we'll help by creating a customer in Retently and sending them a survey whenever you mark a deal as won on Pipedrive, making sure that contact has the chance to help you grow.

  1. When this happens...
    Updated Deal
    Updated Deal
    Updated DealTriggers when an existing deal is updated.
  2. automatically do this!
    Send an Email Survey
    Send an Email Survey
    Send an Email SurveyCreate a new contact or update an existing one, and send and trigger an email survey.
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More things you can do with Pipedrive and Retently

Discover other triggers and actions you can use with Pipedrive and Retently

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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retently logo
About Retently
Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys. Collect, analyze, and act on valuable customer feedback.
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