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Integrate Retently with Pipedrive to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Retently with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from Retently

A trigger is an event that starts your Zap and runs the workflow. For example, with Retently, a trigger could be "New Survey Response."

A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Retently to Pipedrive

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Triggers and actions are the main components of every automated workflow.

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The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Retently to Pipedrive with a Zapier template.

Our most popular template

Send Retently surveys to prospects after deals are updated in Pipedrive
Details
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Pipedrive + Retently

Send Retently surveys to prospects after deals are updated in Pipedrive

Pipedrive + Retently

Make work flow with AI

Level up your Retently to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Retently and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Retently and Pipedrive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Survey Response
Triggers when a new survey response is received.
Trigger
Scheduled
Try It
Company Score Updated
Triggers when a company’s score (NPS, CSAT, CES) is updated.
Trigger
Scheduled
Try It
Customer Unsubscribed
Triggers when a customer opts out of surveys.
Trigger
Scheduled
Try It
- Response ID
  Required
- Response Topics
- Response Topics Sentiment
Action
Write
- Campaign
- E-Mail
  Required
Action
Write

- E-Mail
  Required
Action
Write
- Field to Search By
  Required
- Search Value
  Required
Action
Search

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It
- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It
- Response ID
  Required
- Label
  Required
Action
Write
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- File
  Required
- File Name
  Required
- Deal
- Person
- Organization
- Product
  Required
- Activity ID
- Note ID
Action
Write
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Name
  Required
- Owner
- Address
Action
Write
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Write
- Response ID
  Required
- Title
  Required
- Deal Status
- Stage in Pipeline
- Assign To
- Organization
- Person
- Value
- Currency
Action
Write
- Response ID
  Required
- Owner
- Name
  Required
- Address
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search By
  Required
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Search or write
- Field to Search By
- Search Value
  Required
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Address
Action
Search or write
- Search Value
  Required
- Name
  Required
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead_cost
Action
Search or write

- Campaign
  Required
Trigger
Scheduled
Try It
- Metric
  Required
Trigger
Scheduled
Try It
- Response ID
  Required
- Response Tags
Action
Write
- E-Mail
  Required
Action
Write
- Campaign
- E-Mail
  Required
Action
Write
- E-Mail
  Required
Action
Search
- E-Mail
  Required
Action
Search or write
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter_id
  Required
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person_fields
Trigger
Instant
Try It
- Response ID
  Required
- Product
  Required
- Price
  Required
- Quantity
  Required
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
Action
Write
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Write
- Assign To
- What to add follower to?
  Required
Action
Write
- Content
  Required
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
Action
Write
- Name
  Required
- Owner
- Organization
- E-Mail
  Required
- Phone
Action
Write
- Response ID
  Required
- Subject
  Required
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
Action
Write
- Response ID
  Required
- Title
  Required
- Owner
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Write
- Response ID
  Required
- Name
  Required
- Owner
- Organization
- E-Mail
  Required
- Phone
Action
Write
- Subject
  Required
- Search Type
- Assign To
- Type
- Filter_id
  Required
- Is done?
Action
Search
- Field to Search By
- Search Value
  Required
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Response ID
  Required
Action
Search
- Search for an Exact Match?
Action
Search
- Search Value
  Required
Action
Search
- Field to Search By
  Required
Action
Search
- Search for an Exact Match?
- Title
  Required
- Creation Date
- Deal Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- Assign To
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- Title
  Required
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- Name
  Required
- Owner
- Organization
- E-Mail
  Required
- Phone
Action
Search or write

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About Retently

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

Learn more Help

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zoho CRM

CRM (Customer Relationship Management), Zoho

Zendesk Sell

CRM (Customer Relationship Management)

Agile CRM

CRM (Customer Relationship Management)

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