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Integrate Pipedrive with Retently NPS using Zapier

Automatically send NPS surveys to new leads. Export NPS data as notes and attach them to the contacts in Pipedrive.

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About Pipedrive

Pipedrive is a CRM & pipeline management tool that helps you focus on actions that matter. By sales pros, for sales pros. Grow your business now with Pipedrive.

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Pipedrive to Retently NPS

1

New Organization

Send an NPS survey or add contact in Retently when a new organization is added to Pipedrive.
2

New Deal in a Pipeline Stage

Send an NPS survey or add contact in Retently when a deal enters a specific pipeline stage.
3

New Activity

Send an NPS survey or add contact in Retently when a new activity is created. Activities are appointments/tasks/events on a calendar that can be associated with a Deal, a Person and an Organization.
4

New Deal

Send an NPS survey or add contact in Retently when you create a deal, any deal enters a specific stage, is marked as won or lost, or enters any filtered deals list.
5

New Pipeline

Send an NPS survey or add contact in Retently when a new pipeline is added.
6

New Person

Send an NPS survey or add contact in Retently when a new person is added to Pipedrive.
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Retently NPS to Pipedrive

1

Create or Update a Deal

Creates a new deal, or updates an existing deal in Pipedrive when an NPS score is received. The Deal ID field is required to update an existing deal.
2

Create a Deal

Creates a new deal in Pipedrive. Deals are opportunities that can be moved through a pipeline when an NPS score is received.
3

Create Note

Creates a new note when an NPS score is received.
4

Create or Update a Person

Creates a new person, or updates an existing person in Pipedrive when an NPS score is received.
5

Create Activity

Creates new activity, e.g. scheduled event in a calendar when an NPS score is received.
6

Create Organization

Creates a new organization organizations are companies, i.e. your customers when an NPS score is received.

Popular Zaps

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Send NPS surveys to prospects after deals are updated in Pipedrive    

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Retently API

Use API to create custom integrations

The API allows you to connect Retently to your own application or create custom integrations and automation playbooks.

  • Fetch your customers from Retently Fetch your customers from Retently
  • Get the NPS, CSAT, CES scores Get the NPS, CSAT, CES scores
  • Receive the latest customer feedback Receive the latest customer feedback
  • Create and update customers in Retently Create and update customers in Retently
  • Unsubscribe customers in Retently Unsubscribe customers in Retently
  • Send transactional surveys Send transactional surveys
Check API documentation

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