Pipedrive + Retently

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.

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.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal

    Triggers when an existing deal is updated.

    TriggerInstant
  2. automatically do this!
    RetentlyRetently
    Send an Email Survey

    Create a new contact or update an existing one, and send and trigger an email survey.

    ActionWrite
Start free with email
Start free with email
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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
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
pipedrive logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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retently logo
retently logo

About Retently

Retently helps you measure customer satisfaction via NPS, CSAT, and CES surveys. Collect, analyze, and act on valuable customer feedback.
Learn more

Related categories

  • Forms & Surveys

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