Deal Specific Survey / Feedback

Leo
Leo Member Posts: 16
First Comment 5 Likes First Anniversary Photogenic
edited December 2023 in Apps and Integrations #1

We provide B2B services on a regular basis to the same clients. I want to be able to request feedback (via a survey) for each matter that we work on with a client. On Pipedrive we store each matter in a separate Deal.

Therefore, in order to prevent confusion I require several specific custom deal fields to be incorporated into the email and/or survey. So my client knows what matter I am asking for feedback on.

Plus I then need the results to filter back into the same specific deal on Pipedrive so we can see them next to the work that has been completed.

Does Pipedrive have this functionality via web forms or other?

Or is there a survey platform that offers both-way integration?

Answers