Automated NPS email every 2 weeks

Alexander Hipwell
Alexander Hipwell Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

Hi there -- I'm looking to set up an automated NPS/CSAT survey every two weeks for active clients and looking for the best way to do it. 

I've seen Nicereply but also looking for free options.

Also looking at SurveySparow that looks promising, but I'm wondering if there is a way to automate the survey email to go out every 2 weeks without the deal stage being updated?

Thanks! 

Alex

Answers

  • Pete Putros
    Pete Putros Member Posts: 1 VERIFIED MEMBER
    edited March 2022 #2

    Hey Alex, any luck on a solution for this in the end?

    Best wishes,

    Pete

  • Matti Tossavainen_40158
    Matti Tossavainen_40158 Member Posts: 3 VERIFIED MEMBER
    Second Anniversary First Comment

    It appears that SurveySparrow is not very user friendly with its integrations with Pipedrive.

  • Trevian
    Trevian Member Posts: 5 VERIFIED MEMBER
    Second Anniversary First Comment

    Hi, has anyone succeeded in creating automations between Pipedrive and Nicereply for example with Zapier?

  • andres
    andres Member Posts: 34 VERIFIED MEMBER
    Third Anniversary 10 Comments First Answer 5 Likes

    Nicereply has only one trigger on Zapier but has more on Pipedream and even a nice API. How would you like to integrate the 2 @Trevian ? What are the workflows if you had to describe with "When this happens …, do that …"

  • Trevian
    Trevian Member Posts: 5 VERIFIED MEMBER
    Second Anniversary First Comment

    I want to send out a CSAT when deal is moved from a deal stage Property showing Lease proposal and also when the deal is won or lost. Additionally, I want to send NPS when deal is won or lost.

  • andres
    andres Member Posts: 34 VERIFIED MEMBER
    Third Anniversary 10 Comments First Answer 5 Likes

    This can be built. Zapier Expert here, I can help you with that. Let me know if you'd like to explore further on Zoom (this is our booking link https://connex.digital/book/pipedrive )