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Pipedrive + Zoho Survey

Share Zoho Survey surveys via email when new Pipedrive deal stages are updated

Enhance business efficiency with this streamlined workflow. With this Zap in place, whenever a deal stage is updated in Pipedrive, an email containing a survey will be automatically shared via Zoho Survey. This helps assess client feedback effortlessly for each deal progression and enhances customer engagement, making business processes more efficient and interactive.

Enhance business efficiency with this streamlined workflow. With this Zap in place, whenever a deal stage is updated in Pipedrive, an email containing a survey will be automatically shared via Zoho Survey. This helps assess client feedback effortlessly for each deal progression and enhances customer engagement, making business processes more efficient and interactive.

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

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    Zoho SurveyZoho Survey
    Send Email Invitations

    Send a survey through email to your contact or email address.

    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
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.
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  • CRM (Customer Relationship Management)

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zoho-survey logo

About Zoho Survey

Zoho Survey lets you craft and design highly engaging surveys and questionnaires to effectively reach your targeted audience.

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