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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.
Note: Be sure to change the trigger option so that only deals marked "Won" activate this Zap
How this Pipedrive-Retently integration works
- An existing deal is updated in Pipedrive
- Zapier creates a contact on Retently and sends them an email survey
Apps involved
- Pipedrive
- Retently
- When this happens...Updated DealTriggers when an existing deal is updated.
- automatically do this!Send an Email SurveyCreate a new contact or update an existing one, and send and trigger an email survey.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Pipedrive and Retently
Discover other triggers and actions you can use with Pipedrive and Retently
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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 helps you measure customer satisfaction via NPS, CSAT, and CES surveys. Collect, analyze, and act on valuable customer feedback.
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