How do I update existing Pipedrive Deals or Person with a survey

Jesus Bosch
Jesus Bosch Member Posts: 11
10 Comments Photogenic Name Dropper
in Workflow Automation #1

Hi,

I have deals in my CRM, at a certain stage, I want to automatically send out a survey to collect additional data. Once the survey is completed (by e.g. google forms), I would like the data to feed the existing deal, or its associated person, with a note.

Is there any way to do this in Pipedrive?

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Answers

  • CMG
    CMG Member Posts: 1
    First Comment
    #2

    Hey Jesus,

    I've got the same issue, best solution i've found is to use Make and reffer to a custom field to update the deal.

  • Jesus Bosch
    Jesus Bosch Member Posts: 11
    10 Comments Photogenic Name Dropper
    #3

    What is Make? I use Zappier

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,451
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #4

    @Jesus Bosch Make/Integromat is a cheaper and more powerful alternative to Zapier (I am a Zapier Certified Expert).

    If you can capture the deal ID and the person ID as part of the survey responses, it becomes a lot easier.

  • Jesus Bosch
    Jesus Bosch Member Posts: 11
    10 Comments Photogenic Name Dropper
    #5

    ah ok. I see that its like an alternative to Zapier. Will check it out, thanks

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