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Pipedrive + Retently

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.

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. short arrow
    long arrow
    When this happens...
    PipedrivePipedrive
    Updated Deal

    Triggers when an existing deal is updated.

    TriggerInstant
  2. automatically do this!
    RetentlyRetently
    Create Customer and Send Survey

    Creates a new customer or updates and existing one and sends a transactional survey.

    ActionWrite

Supported triggers and actions

What does this mean?
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pipedrive logo
pipedrive logo

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.

Related categories

  • CRM (Customer Relationship Management)

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