Ask if customers like your product. A "yes" can start a new deal in Pipedrive.🤩
📌 If you haven't set up the Zapier integration yet, please follow our instructions provided here.
Convert Survicate responses into Pipedrive deals💼
If you use both Survicate and Pipedrive, you can easily convert your survey responses into Pipedrive deals. This integration can save you time and effort by automatically creating deals in Pipedrive based on the responses you receive in your survey.🙌🏻
How does it work? Once the integration is set up, every time a survey response meets your criteria, a new deal will be created in Pipedrive. The deal will contain all the information from the survey response that you set up in Zapier.
Step 1. Create your survey, and don't forget to add a Contact form with an E-mail field (required) to identify respondents.
Step 2. Set up Zap for Survicate and Pipedrive on your Zapier account.
Step 3. Configure your Zap by selecting the survey from your Survicate account and filling in all the details for a featured deal in Pipedrive.
Step 4. That's it! Publish your Zap.🚀
After completing the survey, you will be able to view the latest deal in the "Deals" tab.
Other possible options to use Survicate x Pipedrive
1️⃣ Add a label to a Person based on a response to a specific question. For example, company role: "Decision maker", "Influencer", "End user", etc.
2️⃣ Create a note after survey completion with specific attributes or answers to specific questions.
Please note that some Zaps require a multi-step feature, which is available only on some Zapier plans.
📞 If you have any questions or need help with your survey, feel free to reach out to our team at support@survicate.com or strike up a chat conversation!