Pipedrive + SurveyMonkey Integration

Use Autopilot to automate and integrate Pipedrive and SurveyMonkey.

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Marketing Automation ideas to integrate Pipedrive and SurveyMonkey

SurveyMonkey Survey Response to Check Pipedrive Person Field to Update HubSpot CRM Deal Stage

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Instapage Form Submitted to Send SurveyMonkey Survey to Update Pipedrive Deal Field

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SurveyMonkey Survey Response to Check Email Status to Update Pipedrive Person Field

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SurveyMonkey Survey Response to Check Pipedrive Person Field to Add to Google Ads Audience

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Page Visited to Update Pipedrive Deal

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Page Visited to Send SurveyMonkey Survey to Update Pipedrive Person Field

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SurveyMonkey Survey Response to Schedule Pipedrive Activity to Update HubSpot CRM Deal Stage

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SurveyMonkey Survey Response to Add Pipedrive Note

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Twilio SMS Received to Update Pipedrive Deal

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Pipedrive Deal Stage Match to Send SurveyMonkey Survey

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Pipedrive Deal Status Match to Send SurveyMonkey Survey to Add Pipedrive Deal

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Instapage Form Submitted to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Remove From List

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SurveyMonkey Survey Response to Update Pipedrive Person Field

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SurveyMonkey Survey Response to Add Pipedrive Note to Remove From List

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Twilio SMS Received to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update Pipedrive Deal

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New Intercom User to Send SurveyMonkey Survey

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Pipedrive Deal Stage Match to Check Pipedrive Deal Field to Send SurveyMonkey Survey

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Page Visited to Check Pipedrive Deal Field to Send SurveyMonkey Survey

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Showing 20 of 1004 Marketing Automation ideas using Autopilot's Pipedrive and SurveyMonkey integration.

About Pipedrive

Pipedrive is a sales management tool designed to help small sales teams manage intricate or lengthy sales processes. They realized that the CRM landscape was populated by software designed to please the top brass while ignoring the needs of the people doing the actual selling. The Pipedrive integration adds email marketing, lead nurturing and marketing automation capabilities to Pipedrive. It's an email marketing integration for Pipedrive that helps you nurture leads over the course of a long sales cycle.

About SurveyMonkey

SurveyMonkey is the world's leading online survey platform, with more than 3 million survey responses every day. SurveyMonkey has revolutionized the way people give and take feedback, making it accessible, easy and affordable for everyone. The company was founded in 1999 with a focus on helping people make better decisions, and has built technology based on over 10 years of experience in survey methodology and web development. Customers include 99% of the Fortune 500, academic institutions, organizations and neighborhood soccer leagues everywhere.

Create your own marketing automation journey

Using Triggers, Actions and Conditions included in Pipedrive integration.

Triggers

Person Field Match
Add a contact to a journey when a particular Pipedrive person field meets your criteria (e.g. contains a particular word).
Pipedrive Deal Status Match
Add a contact associated with a deal to a journey when the deal status matches your criteria.
Pipedrive Deal Stage Match
Add a contact associated with a deal to a journey when the deal stage matches your criteria.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

Conditions

Check Pipedrive Person Field
Check if a Pipedrive person field is a specific value, or meets some other criteria (e.g. contains a particular word).
Check Pipedrive Deal Stage
Check the stage of the latest deal associated with a contact.
Check Pipedrive Deal Field
Check if a Pipedrive deal field is a specific value, or meets some other criteria (e.g. contains a particular word).

Actions

Update Pipedrive Person Field
Update a Pipedrive person field to a specific value.
Update Pipedrive Deal
Update the pipeline, stage and/or status of a deal.
Assign Pipedrive Person Owner
Assign a person in Pipedrive. Supports round robin assignment.
Schedule Pipedrive Activity
Create a contextual Pipedrive activity.
Add Pipedrive Deal
Create a contextual Pipedrive deal.
Add Pipedrive Note
Create a contextual Pipedrive note.
Update Pipedrive Deal Field
Update a Pipedrive deal field to a specific value.
Send SurveyMonkey Survey
Send a SurveyMonkey survey to the contact in the journey.

What is Autopilot?

Simple and visual customer journey marketing software you’ll love.

Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Pipedrive and SurveyMonkey.