1.Detects won deal contact
Integrate Pipedrive and deal data enrichment tools to capture the won deal contact email and name to personalize outreach.
Send post-sale voucher and NPS to customers after close
Automatically monitor deals marked won across Pipedrive and trigger survey outreach with Delighted and Gmail. Create and update when deals marked won, deals match your filter, or deals close at target valueβso you can add survey recipients, send NPS invites, and deliver thank-you vouchers without manual follow-up.
How this automation boosts your NPS and CSAT follow-up
When won deals happen but outreach is delayed, NPS and voucher engagement suffers. This automation monitors won deal triggers, formats names, adds people to Delighted, and sends voucher emails instantlyβso your team can lift response rates without chasing details.
Pipedriveor swap with your favorite app
2.Formats contact name parts
Integrate Formatter by Zapier and data mapping tools to split the contact name into full name and first name to personalize messages.
Formatter by Zapieror swap with your favorite app
3.Adds person to survey list
Integrate Delighted and audience management tools to add the buyer to your survey list and set send true to invite for NPS.
Delightedor swap with your favorite app
4.Sends thank-you voucher email
Integrate Gmail and email template tools to send a branded thank-you voucher HTML email to deliver voucher outreach.
Gmailor swap with your favorite app
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Improve customer feedback workflows with automated survey sends, response alerts, and score tracking
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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