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Pipedrive + Surveypal

Pipedrive + Surveypal

Pipedrive + Surveypal integrations

Send survey invitations from Surveypal for new deals in a stage on Pipedrive

Need to gather information whenever your deals progress to a certain stage? We'll handle the details if you set up this Pipedrive Surveypal integration. It will listen for new deals at the indicated stage on Pipedrive, automatically sending out a survey invitation from Surveypal for each one that's detected so all you have to is wait for those answers.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Send Invitation
    Send Invitation
    Send InvitationSend a Survey invitation by e-mail to someone.
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More things you can do with Pipedrive and Surveypal

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

    • 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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surveypal logo
About Surveypal
Send branded surveys after any customer interaction, then monitor performance and improve survey response rates with Surveypal's real-time analytics and intelligent alerts.
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