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Zonka Feedback Apps & Integrations /

Pipedrive

/ Trigger a Zonka Survey based on the Deal status

Trigger a Zonka Survey based on the Deal status

By: Zonka Feedback

The integration of Zonka Feedback and Pipedrive allows you to send email surveys to prospects or customers. This is very convenient and is also a very important way to analyze customer satisfaction with your service.

What you need:
  • A Zonka Feedback account 
  • A Pipedrive account
  • Once your Pipedrive and Zonka Feedback accounts are connected, Enable the 'Trigger a Zonka Survey based on Deal status' option.
  • You can then choose based on your preference, When a deal is, either won or lost or won/lost, the survey gets triggered.
  • Then you can choose when you want to trigger the email, Send Surveys immediately if a deal is won/lost or after a delay of a specified time.
  • Click on 'Save' and your automation has been successfully added.