Top 15 Survey Integration with Pipedrive for 2026: Automate Lead Capture, NPS & CSAT

If you’ve worked with Pipedrive in real sales environments, you know its Kanban-style pipeline makes deal tracking intuitive—but visibility alone doesn’t drive conversions. The real impact comes from how intelligently Pipedrive is connected to the rest of your sales and feedback stack.

We’ve implemented and reviewed Pipedrive integrations across lead generation, customer feedback, and post-deal workflows, and one pattern is consistent: teams that pair Pipedrive with the right survey and automation tools close loops faster, reduce manual updates, and act on buyer intent in real time.

From capturing qualified leads to triggering CSAT or NPS surveys when deals close, Pipedrive integrations turn pipeline data into actionable signals for sales, marketing, and customer support teams.

In this blog, we break down the most effective Pipedrive survey integrations, explaining what each tool does best, how it connects, and which teams benefit most—so you can choose integrations that actually move deals forward. Let's get started!

TL;DR

• Pipedrive survey integration allows seamless collaboration between your survey software and Pipedrive CRM, allowing you to automate processes and enhance data synchronization.

• By leveraging survey tools for Pipedrive, you can automate lead generation, trigger real-time surveys during deal events, and improve customer relationship management by syncing survey responses.

• Some of the best survey tools for Pipedrive include Zonka Feedback, Zendesk, Jotform, TrustMary, SurveyMethod, JotForm, Delighted, and SurveySparrow among others.

• Zonka Feedback is a leading survey tool that helps you to automate survey triggers, gain actionable insights, enhance sales pipeline through Pipedrive integration, and close the feedback loop effectively. Sign up for a 14-day free trial or schedule a demo for a closer look at its features. 

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Our List of 15 Most Useful Pipedrive Survey Integration for 2026

Here's our list of the most useful survey tools for Pipedrive to enhance quality lead generation, gather actionable customer insights, and optimize feedback management.

What are the Top Survey Tools with Pipedrive Integration?

The top survey tools with Pipedrive integration include Zonka Feedback, SurveySparrow, Typeform, Jotform, Nicereply, and SurveyMonkey among others. These tools integrate with Pipedrive CRM through native Marketplace apps or automation platforms to trigger surveys, sync responses, and create or update deals, contacts, notes, and custom fields—helping teams automate lead generation, capture customer feedback, and act on insights directly within Pipedrive. Let us look at each of them in detail.

1. Zonka Feedback: Best for Automated Deal-Triggered Surveys & Feedback with Pipedrive

Ideal for: Sales-led teams, support-driven sales, B2B services and agencies, mid-market and enterprise teams using Pipedrive integrations for automated surveys and feedback management.

With Zonka Feedback's Pipedrive integration, you can send personalized email feedback forms and automated follow-up surveys and pull data into your CRM in real-time. You can create new deals and leads upon receiving new responses from surveys, and trigger surveys automatically when a deal is won or lost in Pipedrive. 

The platform enables real-time syncing of survey responses as lead information in your CRM. You can create fully customizable surveys in multiple languages and distribute them via various channels.

Pipedrive Integration Details

• Pipedrive integration method: Native app (Pipedrive Marketplace)
• Setup time: ~10–20 minutes (admin access + field mapping recommended)
• Writes back to Pipedrive: Leads/Deals + contact/lead info + mapped fields (survey response data synced into Pipedrive records)

Top Triggers in Zonka Feedback and Pipedrive integration

• Trigger surveys when a deal or lead is won/lost
• Trigger surveys on deal/lead status changes (expanded triggering options)
• Create new leads/deals in Pipedrive when a survey response is received

What can you do with Zonka Feedback and Pipedrive integration?

• Generate new leads and deals in Pipedrive based on survey responses, ensuring real-time updates in your CRM.

• Use AI sentiment and theme analysis to prioritize feedback and trigger faster follow-ups inside Pipedrive.

• Achieve 360° view of customers by syncing survey responses as lead information in Pipedrive, for an imprved lead quality measurement.

• Increase feedback participation with personalized and white-labeled email surveys, embedded directly in the email body.

• Design intuitive and automated workflows to trigger automatic actions in Pipedrive based on survey answers, optimizing response management.

• Make informed decisions with one-click ready reports, including Snapshot, Insights, Trends, and Inbox, providing in-depth analytics and feedback trends.

2. Mailchimp: Best for Email Surveys & Contact Segmentation with Pipedrive

Mailchimp is an all-in-one marketing software that integrates with Pipedrive to enhance your sales CRM experience. You can export contacts, including segmented lists, from Pipedrive to Mailchimp, and send targeted and beautiful emails for streamlined communication and enhance sales pipeline management.

Ideal for: Sales + marketing teams running pipeline-stage nurture, SMBs that want cleaner lists without CSV exports, teams using survey with Pipedrive integration who need email distribution and segmentation.

Pipedrive Integration Details

• Pipedrive integration method: Native app (Pipedrive Marketplace – Mailchimp sync, beta)
• Setup time: ~10–15 minutes (install + connect Mailchimp + create an Audience + set up a Flow)
• Writes back to Pipedrive: People/Contacts (name + email) (current beta limitation)

Top Mailchimp Automation Triggers for Pipedrive

• Deal reaches a selected pipeline stage → sync the linked contact to a Mailchimp Audience
• Contact added to a Mailchimp Audience → create/update the matching contact in Pipedrive 

What can you do with Mailchimp and Pipedrive integration?

• One-click export of contacts and segments from Pipedrive to Mailchimp.

• Leverage AI-optimized email content and send times to improve survey delivery and lead nurturing synced from Pipedrive.

• Create well-targeted and personalized email campaigns for Pipedrive contacts.

• Filter and segment email campaigns with ease using Mailchimp's CRM integration.

• Define segment criteria in Pipedrive and instantly export contacts to Mailchimp.

3. Zendesk: Best for Support Ticket Visibility & CSAT Data in Pipedrive

Zendesk is a robust ticketing software that integrates with Pipedrive to enhance your customer support and sales workflow. This survey tool offers a comprehensive approach to understanding and optimizing customer interactions.

Ideal for: Support-led sales teams, SaaS and subscription businesses managing renewals, customer success teams coordinating escalations, SMB to enterprise teams using Pipedrive integrations to connect support and pipeline workflows.

Pipedrive Integration Details

• Pipedrive integration method: Native app (Pipedrive Marketplace / Zendesk Marketplace app)
• Setup time: ~10–20 minutes (install app + authenticate + permissions; admin recommended)
• Writes back to Pipedrive: Tickets (create from Pipedrive), Deals (create from Zendesk), linked context in records

Top Zendesk Automation Triggers for Pipedrive

•  Create a Zendesk ticket from Pipedrive when a deal/customer needs support follow-up 
• Open a new Pipedrive deal from Zendesk when support identifies an upsell/renewal opportunity
• Surface customer context bi-directionally (Pipedrive users see ticket details; Zendesk users see deal/customer info) to drive faster decisions

What can you do with Zendesk and Pipedrive integration?

• Integrate Zendesk with Pipedrive for bidirectional access and seamless information retrieval.

• Access and close support tickets directly within Pipedrive.

• Pipedrive users can pull ticket details, including number, subject, and status, from Zendesk, while Zendesk users gain access to deal information such as title, status, value, and currency in Pipedrive.

• Optimize efficiency by eliminating the need to switch between apps, promoting a quick issue resolution and improving customer communication experience.

• Apply AI-driven ticket summaries and prioritization so sales teams see clearer customer context linked to Pipedrive deals.

4. HubSpot: Best for Bi-Directional CRM Data Sync & Form-Based Surveys with Pipedrive

HubSpot is a top-notch customer relationship management solution that streamlines data synchronization and boosts survey functionalities. By integrating seamlessly with Pipedrive, it transforms sales and CRM processes for effortless and effective management.

Ideal for: RevOps teams maintaining clean CRM data, sales + marketing alignment, teams migrating or running dual-CRM workflows, SMB to enterprise orgs using Pipedrive integrations where accurate contact/company/deal sync is critical.

Pipedrive Integration Details

• Integration method: Native app (HubSpot Data Sync via Pipedrive Marketplace + HubSpot Marketplace)
• Setup time: ~15–30 minutes (admin recommended; choose objects + sync direction + filters; deal stage mapping may be required)
• Writes back to Pipedrive: People (Contacts), Organizations (Companies), Deals, Products (plus Activities/Engagements depending on plan/eligibility)

Top HubSpot Automation Triggers for Pipedrive

• Record created or updated in HubSpot → sync to Pipedrive (based on your rules/filters)
• Record created or updated in Pipedrive → sync to HubSpot (two-way option)
• Deal pipeline/stage mapped → sync deals that meet mapped stage rules

What can you do with HubSpot and Pipedrive integration?

• Sync data between Pipedrive and HubSpot in real-time, eliminating manual entry.

• Quickly set up integration with respective Pipedrive fields mapping for easy configuration and organized data management.

• Stay up-to-date with your records with immediate syncing of existing data and real-time updates.

• Control the sync direction, and choose between one-way or two-way syncing based on your preferences, ensuring customization to fit your workflow.

• Add filters to specify the data you want to sync, allowing precision in transferring information between Pipedrive and HubSpot.

• Use HubSpot Breeze AI to enrich leads, automate routing, and keep synced Pipedrive records cleaner and better qualified.

5. Intercom: Best for Conversational Lead Qualification & Surveys with Pipedrive

Elevate your survey engagement with Intercom, seamlessly integrated with Pipedrive for a swift boost in sales and lead capture. Leverage Intercom's bots to automatically qualify leads and engage with them in real-time, while Pipedrive integration ensures efficient tracking and one-click deal creation within your CRM.

Ideal for: Conversational sales teams, product-led growth motions, inbound lead qualification, SDR teams converting chat leads into deals, teams building multi-touch Pipedrive integrations alongside a survey tool with Pipedrive integration.

Pipedrive Integration Details

• Integration method: Native app (available via Pipedrive Marketplace and Intercom App Store)
• Setup time: ~10–15 minutes (install + authorize + enable settings; admin recommended)
• Writes back to Pipedrive: Deals, People/Contacts, Notes/Activity context (via synced conversations)

Top Intercom Automation Triggers for Pipedrive

• Create a Pipedrive deal from Intercom (single click) during a conversation
• Auto-send Intercom conversations to the lead’s profile in Pipedrive (keeps CRM context updated)
• Use Intercom qualification signals (e.g., lead qualified/tagged) to drive deal creation (commonly via workflows/Zapier if you want fully automated creation)

What can you do with Intercom and Pipedrive integration?

• Utilize Intercom's bots to actively qualify leads and engage with them in real-time, enhancing your sales conversion.

• Create more deals with just one click directly from product-qualified leads within Intercom, streamlining your sales processes.

• Track leads directly within your CRM for a comprehensive view of your sales pipeline.

• View lead details, including Pipedrive deal information, within the Intercom Inbox, for a complete understanding of each lead's journey.

• Use Intercom’s AI agent to qualify conversations and create higher-intent deals in Pipedrive with full chat context.

6. Jotform: Best for Custom Lead Generation Forms Integrated with Pipedrive

Through Jotform, you can enhance your survey capabilities as it seamlessly integrates with Pipedrive to streamline lead generation. You can effortlessly send new contacts, deals, and activities to your Pipedrive sales pipeline through custom lead-gen forms.

Ideal for: Inbound lead capture, sales forms and qualification, agencies managing multiple pipelines, SMB and mid-market sales teams using Pipedrive integrations, teams that want a survey with Pipedrive integration that creates deals and follow-up activities automatically.

Pipedrive Integration Details

• Integration method: Native app (Pipedrive Marketplace) + direct Jotform integration
• Setup time: ~10–20 minutes (connect accounts + choose “create deal/person/activity” + map fields; admin recommended)
• Writes back to Pipedrive: Deals, People (Contacts), Activities (from submitted form data)

Top Jotform Automation Triggers for Pipedrive

• New Jotform submission received → create Deal in Pipedrive
• New Jotform submission received → create/update Person (Contact) in Pipedrive
• New Jotform submission received → create Activity in Pipedrive (e.g., follow-up task)

What can you do with Jotform and Pipedrive integration?

• Quickly send new contacts and deals from JotForm to Pipedrive's sales pipeline.

• Add, update, and manage contacts seamlessly within Pipedrive for streamlined sales data.

• Accelerate the sales process by adding new deals directly through JotForm.

• Enhance collaboration with added activities, notes, and files to contacts or deals in Pipedrive.

• Integrate Pipedrive with JotForm for faster lead-to-deal conversions and efficient sales data management.

• Use AI-guided forms to pre-qualify responses before creating deals, contacts, or activities in Pipedrive.

7. Delighted: Best for Event-Triggered NPS & CSAT Surveys via Pipedrive

Elevate your survey strategy with Delighted, seamlessly integrated with Pipedrive through Zapier for a deeper dive into qualified lead details. Trigger Delighted surveys based on specific events in Pipedrive, enhancing your feedback collection throughout the sales pipeline. However, keep in mind that Delighted is sunsetting, so you might wanna look out for Delighted alternatives for your requirements. 

Ideal for: Sales leaders and CX teams, feedback-centric SMBs, teams that want survey with Pipedrive integration for structured NPS/CSAT feedback, and organizations using automation platforms to bridge tools.

Pipedrive Integration Details

• Integration method: Zapier / Make / other iPaaS platforms (no native marketplace app) — Delighted doesn’t currently offer a direct native app in the Pipedrive Marketplace; instead, integration is configured through automation tools like Zapier and Make.
• Setup time: ~10–30 minutes (depends on chosen automation platform and complexity)
• Writes back to Pipedrive: People (Contact records) + custom fields for feedback scores/comments (via custom field mapping)
• Apply AI text analysis to surface customer sentiment and trends that inform follow-ups tied to Pipedrive records.

Top Delighted Automation Triggers for Pipedrive

• Deal updated or reaches a specific stage in Pipedrive → send a Delighted survey 
• New Delighted survey response received → update a contact/person record in Pipedrive
• New Delighted response → create or update related organization or deal fields via automation (depending on your Zapier/Make setup)

What can you do with Delighted and Pipedrive integration?

• Sync Delighted survey responses directly into Pipedrive using Zapier, for a comprehensive view of lead details and feedback.

• Effortlessly initiate Delighted surveys based on specific Pipedrive events for timely feedback.

• Update Pipedrive person records with survey feedback to enrich the sales process.

• Tailor surveys with matching filters in Pipedrive, capturing essential details throughout the sales cycle.

• Utilize the pre-built Zapier connection for swift collection and recording of Delighted feedback within Pipedrive.

• Apply AI text analysis to surface customer sentiment and trends that inform follow-ups tied to Pipedrive records.

8. SurveyMonkey: Best for Structured Customer Surveys & Insights with Pipedrive

SurveyMonkey is a powerful survey tool to glean valuable insights into customer needs and preferences. The Pipedrive survey integration of this survey software allows you to enhance your sales process and integrate customer feedback into your strategic decision-making to enhance overall customer experience.

Ideal for: Customer research teams, feedback-driven sales and CX teams, SMBs and mid-market companies using Pipedrive integrations, teams needing a survey tool with Pipedrive integration for structured insights rather than automation-heavy workflows.

Pipedrive Integration Details

• Integration method: Zapier/Make (no native Pipedrive Marketplace app)
• Setup time: ~15–30 minutes (survey setup + automation + field mapping)
• Writes back to Pipedrive: People (Contacts), Deals, Notes, Custom Fields (via automation mapping)

Top SurveyMonkey Automation Triggers for Pipedrive

• SurveyMonkey response submitted → update or create a contact in Pipedrive
• Survey completed → add feedback data as notes or custom fields in a deal
• New response with specific answer/score → trigger follow-up workflow in Pipedrive

What can you do with SurveyMonkey and Pipedrive integration?

• Use SurveyMonkey integration with Pipedrive to unlock customer insights and refine sales strategies.

• Gather feedback and effortlessly transfer data to Pipedrive CRM for informed decision-making.

• Automate tasks and survey data transfer, ensuring real-time and accurate information for teams.

• Use AI-assisted analysis to summarize survey insights and sync actionable feedback into Pipedrive.

9. SurveySparrow: Best for CSAT & Transactional Surveys Across the Sales Lifecycle

SurveySparrow is another robust survey tool that seamlessly integrates with Pipedrive, allowing you to trigger surveys based on new deal creation or updates. You can elevate your sales pipeline by capturing leads, enriching data quality, and obtaining customer feedback at every deal stage.

Ideal for: Pipeline-stage feedback, CSAT/NPS touchpoints, inbound lead capture via forms/surveys, sales + CX teams, SMB to mid-market orgs using Pipedrive integrations and a survey with Pipedrive integration to automate follow-ups.

Pipedrive Integration Details

• Integration method: Native app (Pipedrive Marketplace)
• Setup time: ~10–20 minutes (install app, connect accounts, configure trigger conditions/field mapping)
• Writes back to Pipedrive: Leads/Deals + mapped fields from survey responses (lead/deal creation from responses is explicitly supported)

Top SurveySparrow Automation Triggers for Pipedrive

• Deal created in Pipedrive → trigger a SurveySparrow survey
• Deal updated in Pipedrive → trigger a survey (stage/status-driven workflows)
• Survey response received → create a new lead/deal in Pipedrive

What can you do with SurveySparrow and Pipedrive integration?

• Easily collect new leads and deals directly from survey responses, to improve sales process.

• Enrich leads and deals for improved data quality in Pipedrive

• Trigger Customer Satisfaction (CSAT) or Transactional Net Promoter Score surveys after each touchpoint in the sales lifecycle, mapping scores back to your Pipedrive account.

• Collect survey responses and build real-time reports and charts to get actionable insights for informed decision-making.

• Use AI-driven sentiment insights from CSAT and NPS surveys to guide deal-stage actions in Pipedrive.

10. Typeform: Best for Interactive Lead Qualification Forms with Pipedrive

Typeform is another versatile survey tool that elevates your lead generation process through its integration with Pipedrive. You can attract new contacts effortlessly with visually appealing forms and ensure quick follow-ups through smooth integration.

Ideal for: Inbound lead capture, demo/trial request funnels, sales teams that want “Typeform → Pipedrive Deal” automation, SMB and mid-market teams building Pipedrive integrations, anyone needing a survey tool with Pipedrive integration focused on lead qualification.

Pipedrive Integration Details

• Integration method: Native integration inside Typeform (Typeform Connect → Pipedrive)
• Setup time: ~10–15 minutes (select pipeline + stage, set deal title, map Typeform questions to Pipedrive fields)
• Writes back to Pipedrive: Deals + mapped Deal fields (creates new leads/deals; currently can’t update existing Pipedrive leads; supports Deal custom fields with certain field types)

Top Typeform Automation Triggers for Pipedrive

• Typeform submitted → create a new Deal in the selected Pipedrive pipeline stage
• Typeform submitted → write answers into mapped Pipedrive Deal fields (including supported custom fields)
• Typeform submitted → capture person details into the Deal’s “New Person” fields (e.g., name, email/phone) for faster follow-up

What can you do with Typeform and Pipedrive integration?

• Send leads promptly from Typeform to Pipedrive for efficient customer data integration.

• Streamline the flow of customer details by passing lead information directly to Pipedrive upon Typeform completion.

• Utilize Typeform's engaging lead forms to attract new contacts and enhance your follow-up strategies.

• Use AI-assisted form creation to capture better-qualified leads that convert into cleaner Pipedrive deals.

11. Nicereply: Best for Deal-Triggered CSAT & NPS with Pipedrive

Nicereply is a popular survey tool that revolutionizes your deal management by providing real-time customer feedback. You can measure the quality of your interactions and gather valuable insights at the right moment for a comprehensive understanding of deal outcomes when you connect pipedrive to this this tool.

Ideal for: Post-deal CSAT/NPS/CES programs, sales leaders tracking rep experience KPIs, customer success teams closing the feedback loop, SMB to mid-market teams wanting a survey with Pipedrive integration that links ratings to deals.

Pipedrive Integration Details

• Integration method: Native app (Pipedrive Marketplace)
• Setup time: ~10–20 minutes (connect accounts, choose pipelines/labels, set trigger timing)
• Writes back to Pipedrive: Deals, Notes, Custom Fields (ratings + feedback linked to the rated deal; contact feedback can be surfaced as notes/linked context)

Top Nicereply Automation Triggers for Pipedrive

• Deal marked WON → send survey after a defined delay
• Deal marked LOST → send survey after a defined delay
• Filter by Pipeline or Deal Label → send surveys only for specific deal groups

What can you do with Nicereply and Pipedrive integration?

• Get automated feedback by triggering surveys as soon as a deal is won or lost, capturing real-time customer impressions.

• View contact ratings and feedback as notes in Pipedrive, enhancing deal management.

• Provide a direct link to related deals for context-rich feedback.

• Simplify feedback processes by syncing users and automatically adding contact names.

• Create workflows that are targeted based on rating values for strategic customer outreach.

• Integrate surveys into Pipedrive signatures and email templates, ensuring continuous feedback collection.

• Use intelligent scoring to identify promoters and detractors after deal closure directly within Pipedrive.

12. Trustmary: Best for Testimonial & Review Collection Synced with Pipedrive

Trustmary is a powerful survey tool which when integrated with Pipedrive revolutionizes testimonial and review gathering and helps to automate the processes for enhanced sales impact.

Ideal for: Sales and marketing teams, agencies and service businesses, SMBs collecting reviews after deal closure, teams using Pipedrive integrations to automate testimonials and leverage feedback as social proof, businesses needing a survey tool with Pipedrive integration focused on reviews and credibility.

Pipedrive Integration Details

• Integration method: Native integration + Zapier support (for extended workflows)
• Setup time: ~10–20 minutes (connect Pipedrive, choose sync rules, optional field mapping)
• Writes back to Pipedrive: People (Contacts), Deals, Notes, Custom Fields (feedback, ratings, testimonial status)

Top Trustmary Automation Triggers for Pipedrive

• Deal moved to a specific stage (e.g., WON) → send testimonial/review request
• Feedback or testimonial submitted → update contact/deal in Pipedrive
• Positive rating received → mark contact as promoter / testimonial-ready in Pipedrive

What can you do with Trustmary and Pipedrive integration?

• Automate testimonial and reviews from your customer base within Pipedrive.

• Enhance lead generation efforts for more sales-qualified leads through its live chat tool.

• Utilize gathered testimonials to improve lead generation by showcasing positive customer experiences.

• Break data silos by ensuring relevant information is accessible in both Pipedrive and Trustmary, promoting collaboration.

• Use AI-assisted feedback analysis to identify promoters and link testimonials to relevant Pipedrive deals.

13. NativeForms: Best for Simple Form-to-Deal Automation in Pipedrive

NativeForms is a versatile survey tool that offers effortless creation of forms, surveys, and polls. You can easily generate leads and deals in Pipedrive upon form completion for a streamlined process of capturing new business opportunities.

Ideal for: Website lead capture, simple lead qualification surveys, SMB sales teams, agencies collecting inbound leads, teams wanting a lightweight survey with Pipedrive integration that auto-creates leads and deals.

Pipedrive Integration Details

• Integration method: Native app (Pipedrive Marketplace) + direct NativeForms integration
• Setup time: ~10–15 minutes (create form → enable Pipedrive integration → map fields → share/embed)
• Writes back to Pipedrive: Leads and Deals (from form completion; mapped to Pipedrive properties/fields)

Top NativeForms Automation Triggers for Pipedrive

• NativeForms form completed → create a Lead in Pipedrive
• NativeForms form completed → create a Deal in Pipedrive
• NativeForms form completed → populate mapped Pipedrive properties (via question-to-field mapping)

What can you do with NativeForms and Pipedrive integration?

• Effortlessly integrate with Pipedrive through a user-friendly, step-by-step process.

• Tailor your surveys by mapping questions to Pipedrive properties, ensuring a personalized and relevant data collection.

• Expand your contacts list with efficient lead and deal generation for growth of your business network.

14. SurveyMethods: Best for Auto-Creating Deals from Survey Responses in Pipedrive

SurveyMethods is an online survey software that helps you elevate your survey management with Pipedrive integration. Through this survey tool, you can ensure that no survey response goes unnoticed as this dynamic integration creates new deals and persons in Pipedrive for every completed SurveyMethods response, optimizing your sales pipeline and contact management.

Ideal for: Sales intake workflows, lead qualification via surveys, operations teams, SMBs and mid-market companies using Pipedrive integrations, teams needing a survey tool with Pipedrive integration where every response should create a deal or contact.

Pipedrive Integration Details

• Integration method: Native integration via SurveyMethods (direct Pipedrive connection)
• Setup time: ~15–20 minutes (connect Pipedrive, authorize access, map survey fields)
• Writes back to Pipedrive: Deals, People (Contacts) (each completed survey can generate new records)

Top SurveyMethods Automation Triggers for Pipedrive

• Survey completed → create a new Deal in Pipedrive
• Survey completed → create a new Contact (Person) in Pipedrive
• Survey completed → attach response data to the related deal/contact for follow-up

What can you do with SurveyMethods and Pipedrive integration?

• Automatically create new deals in Pipedrive for every complete SurveyMethods response.

• Streamline contact management by generating new persons in Pipedrive for each response.

• Organize survey data within Pipedrive to optimize follow-ups, understand customer needs, and enhance the overall sales process.

15. forms.app: Best for Fast Lead Capture & Survey Automation with Pipedrive

Forms.app is a powerful survey tool that takes your lead generation to the next level when integrated with Pipedrive. You can create surveys that are interactive and easily convert your leads into actionable deals, enhancing your overall sales pipeline in Pipedrive.

Ideal for: Inbound lead capture, quick qualification forms, SMB sales teams, agencies running multiple lead funnels, teams wanting a lightweight survey tool with Pipedrive integration using Zapier.

Pipedrive Integration Details

• Integration method: Zapier (forms.app → Pipedrive)
• Setup time: ~10–20 minutes (pick a form, connect Zapier, choose Pipedrive action, map fields)
• Writes back to Pipedrive: Leads, Deals, People, Organizations, Activities (create/update options via Zapier)

Top forms.app Automation Triggers for Pipedrive

• New forms.app submission → create a Deal in Pipedrive
• New forms.app submission → create/update a Person or Organization in Pipedrive
• New forms.app submission → create/schedule an Activity in Pipedrive (for follow-ups)

What can you do with forms.app and Pipedrive integration?

• Create and update deals,clients and organizations through lead generation forms.

• Leverage the power of automation to effortlessly sync survey responses with Pipedrive, minimizing manual effort.

• Create personalized surveys that resonate with your audience, providing valuable insights for your Pipedrive sales strategy.

• Receive survey responses in real-time, ensuring prompt actions and optimal utilization of Pipedrive resources.

• Use AI-generated forms to collect structured data that maps cleanly into Pipedrive via automation.

Other Notable Pipedrive Integrations

These are a few more Pipedrive integrations that you can check out if you are not primarily looking for a survey tool with Pipedrive integration.

• Outfunnel: Outfunnel enhances marketing automation, facilitating collaboration between sales and marketing teams. With two-way integration, it goes beyond contact sync, enabling lead segmentation in Pipedrive and triggering customized email campaigns.

• Klenty: It offers unified inbox management and integrated productivity tools thereby saving time. With automated CRM data entry, you can customize outreach using prospect information and ensure real-time Pipedrive sync for dynamic lead management.

• Asana: Asana simplifies task management for sales teams. You can coordinate daily tasks or long-term projects, break tasks into achievable goals and automate updates in Pipedrive for wider team collaboration.

• Luna: It integrates with Pipedrive for AI-driven lead generation, email conversation optimization and streamlined sales operations. You can automatically import accepted leads, log outreach, and set automated reminders for follow-ups.

• RouterJet: It offers resource management to Pipedrive users, automating lead assignment based on custom rules. You can set up round-robin lead assignments, receive alerts for new deals, and optimize lead response time with escalation processes and reporting functionalities.

How We Selected the Best Pipedrive Survey Integrations?

To curate this list, we evaluated each survey tool with Pipedrive integration based on how well it fits real-world sales and feedback workflows. Our selection criteria focused on integration depth, automation reliability, and practical usability—not just feature lists.

We reviewed each tool against the following factors:

• Pipedrive integration type – Native Marketplace app vs Zapier/Make/API, and how reliably data syncs.
• Automation triggers – Support for deal events (won/lost, stage changes), form submissions, and survey completions.
• Data writeback to Pipedrive – Ability to create or update Deals, People, Organizations, Notes, and custom fields.
• AI-powered insights & automation – Whether the tool uses AI to analyze survey responses (sentiment, themes, trends), prioritize follow-ups, reduce manual work, or surface actionable insights inside Pipedrive.
• Survey & feedback capabilities – CSAT, NPS, lead qualification, testimonial collection, and response handling.
• Ease of setup & configuration – Time to go live, field mapping complexity, and admin effort required.
• Pricing transparency & value – Entry pricing, free plans or trials, and cost relative to integration depth.
• Team fit & use cases – Suitability for sales-led teams, support-driven workflows, agencies, SMBs, and enterprise teams.

Collect Feedback Using Zonka Feedback & Pipedrive Integration

With the mentioned survey tools with Pipedrive integrations, you surely can seamlessly engage with customer data. From automating lead generation to triggering surveys at crucial deal times, these survey apps seamlessly sync responses with Pipedrive, elevating the effectiveness of customer relationship management.

Zonka Feedback is one of the best customer experience tools which when integrated with Pipedrive allows you to create automation of personalized email feedback forms and follow-up surveys, with real-time data pulled directly into your CRM.

Schedule a demo and experience a seamless fusion of survey excellence and CRM prowess for your business!