SurveyMethods
Pipedrive

Surveymonkey and Pipedrive Integration

Seamlessly connect SurveyMethods with Pipedrive to enhance your customer insights and streamline your sales process.

Explore Triggers and Actions

New Response
Trigger new event for each response.
New Survey Created
Trigger new event on a survey is created.
Add Person
Adds a new person.
Get Lead by ID
Get a lead by its ID.
Get person details
Get details of a person by their ID.
Remove Duplicate Notes
Remove duplicate notes from an object in Pipedrive. for.
Search Leads
Search for leads by name or email.
Search Notes
Search for notes in Pipedrive.
Search persons
Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs
Update Deal
Updates the properties of a deal.
Update Person
Updates an existing person in Pipedrive.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

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What can Ayudo do with Surveymonkey and Pipedrive?

The SurveyMethods and Pipedrive integration empowers your sales team by automatically syncing survey responses with your CRM. Collect valuable customer feedback through SurveyMethods and have it directly linked to your Pipedrive contacts and deals, enabling data-driven decision making and personalized follow-ups without manual data entry.

Connect
SurveyMethods
and
Pipedrive
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How does the SurveyMethods and Pipedrive integration work?

The integration automatically transfers survey responses from SurveyMethods into Pipedrive, associating feedback with the relevant contacts, deals, or organizations. This ensures your sales team has immediate access to customer insights within their existing workflow.

What benefits can I expect from using this integration?

By combining SurveyMethods’ powerful survey capabilities with Pipedrive’s CRM tools, you can improve lead qualification, tailor sales outreach based on real feedback, and track customer satisfaction trends directly within your sales pipeline.

Is any technical expertise required to set up the integration?

No technical expertise is required. The integration can be set up quickly through an intuitive interface, with step-by-step instructions to connect your SurveyMethods account to Pipedrive.

Can I customize which survey data is synced to Pipedrive?

Yes, you can configure which survey questions and responses are mapped to specific fields in Pipedrive, allowing you to tailor the integration to your unique sales and feedback workflows.

Does the integration support real-time data syncing?

Yes, survey responses are synced to Pipedrive in real-time or near real-time, ensuring your sales team always has the most up-to-date customer feedback at their fingertips.

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