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 Assign Pipedrive Person Owner

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Person Field Changed to Send SurveyMonkey Survey to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Assign Pipedrive Person Owner

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SurveyMonkey Survey Response to Add a Pipedrive Deal

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Pipedrive Deal Status Changed to Assign Pipedrive Person Owner to Send SurveyMonkey Survey

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Time Trigger to Update Pipedrive Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Update Pipedrive Person Field to Add Trello Card

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SurveyMonkey Survey Response to Update Pipedrive Deal Stage

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SurveyMonkey Survey Response to Check Pipedrive Person Field to Add Trello Card

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Person Field Changed to Check Pipedrive Deal Stage to Send SurveyMonkey Survey

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SurveyMonkey Survey Response to Add a Pipedrive Deal

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SurveyMonkey Survey Response to Check Pipedrive Deal Stage to Create Salesforce Opportunity

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SurveyMonkey Survey Response to Add Trello Card

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Pipedrive Deal Status Changed to Update Pipedrive Person Field to Send SurveyMonkey Survey

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Person Field Changed to Send SurveyMonkey Survey

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Person Field Changed to Assign Salesforce Lead to Group

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SurveyMonkey Survey Response to Schedule Pipedrive Activity

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Segment Event to Update Pipedrive Person Field

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Pipedrive Deal Status Changed to Send SurveyMonkey Survey

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Form Submitted to Schedule Pipedrive Activity

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Showing 20 of 602 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 Changed
Triggers when a field on a person record changes to a defined value.
Pipedrive Deal Status Changed
When a deal in Pipedrive changes status in a pipeline the key contact is added to a new journey.
Pipedrive Deal Stage Changed
Triggers main contact to start journey when the deal stage changes on a certain pipeline.
SurveyMonkey Survey Response
Triggers a contact into a journey when they respond to a SurveyMonkey survey.

Conditions

Check Pipedrive Person Field
Check the value in a field against a specific value with a true or false outcome.
Check Pipedrive Deal Stage
Check the deal stage with a true or false outcome.

Actions

Update Pipedrive Deal Stage
Updates a deal stage to a certain stage. Updates latest deal against the person.
Schedule Pipedrive Activity
Schedule an activity to a person to complete.
Add a Pipedrive Deal
Add a deal to a pipeline associated with the contact in a journey.
Assign Pipedrive Person Owner
Assigns an owner to a person in Pipedrive.
Update Pipedrive Person Field
Updates a person field to a certain value or a value from another field.
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.