Top 15 Survey Integration with Pipedrive to Manage Leads & Automate Sales

Pipedrive is an effective kanban-style CRM that helps simplify the lead interaction at every touchpoint. This enables the tracking of deals' status and conversions very easily. The CRM is cost-effective, easy to use, and even simpler to implement in your teams.

The best way to make full use of Pipedrive is to use it with integrations. When clubbed with online survey tools for lead generation, task management, marketing automation, and so on, Pipedrive becomes more powerful and helps your sales and marketing teams to automate workflows and improve their efficiency.

In this article, we will cover our favorite and most useful Pipedrive integrations to make your sales teams more efficient and lead you to more business conversions.

Let's dive in.

TL;DR

• Pipedrive survey integration allows seamless collaboration between your survey software and Pipedrive CRM, allowing you to automate processes and enhance data synchronization.

• By leveraging survey tools for Pipedrive, you can automate lead generation, trigger real-time surveys during deal events, and improve customer relationship management by syncing survey responses.

• Some of the best survey tools for Pipedrive include Zonka Feedback, Zendesk, Jotform, TrustMary, SurveyMethod, JotForm, Delighted, and SurveySparrow among others.

• Zonka Feedback is a leading survey tool that helps you to automate survey triggers, gain actionable insights, enhance sales pipeline through Pipedrive integration, and close the feedback loop effectively. Sign up for a 14-day free trial or schedule a demo for a closer look at its features. 

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Our List of 15 Most Useful Pipedrive Survey Integration

Here's our list of the most useful survey tools for Pipedrive to enhance quality lead generation, gather actionable customer insights, and optimize feedback management.

1. Zonka Feedback

With Zonka Feedback's Pipedrive integration, you can send personalized email feedback forms and automated follow-up surveys and pull data into your CRM in real-time. You can create new deals and leads upon receiving new responses from surveys, and trigger surveys automatically when a deal is won or lost in Pipedrive. 

The platform enables real-time syncing of survey responses as lead information in your CRM. You can create fully customizable surveys in multiple languages and distribute them via various channels.

Key Features

• Generate new leads and deals in Pipedrive based on survey responses, ensuring real-time updates in your CRM.

• Achieve 360° view of customers by syncing survey responses as lead information in Pipedrive, for an imporved lead quality measurement.

• Increase feedback participation with personalized and white-labeled email surveys, embedded directly in the email body.

• Design intuitive and automated workflows to trigger automatic actions in Pipedrive based on survey answers, optimizing response management.

• Make informed decisions with one-click ready reports, including Snapshot, Insights, Trends, and Inbox, providing in-depth analytics and feedback trends.

Pricing

• Starts at $49/month

• Free trial and free version available

2. Mailchimp

Mailchimp is an all-in-one marketing software that integrates with Pipedrive to enhance your sales CRM experience. You can export contacts, including segmented lists, from Pipedrive to Mailchimp, and send targeted and beautiful emails for streamlined communication and enhance sales pipeline management.

Key Features

• One-click export of contacts and segments from Pipedrive to Mailchimp.

• Create well-targeted and personalized email campaigns for Pipedrive contacts.

• Filter and segment email campaigns with ease using Mailchimp's CRM integration.

• Define segment criteria in Pipedrive and instantly export contacts to Mailchimp.

Pricing

• Starts at $4.61/month

• Free version available

3. Zendesk

Zendesk is a robust ticketing software that integrates with Pipedrive to enhance your customer support and sales workflow. This survey tool offers a comprehensive approach to understanding and optimizing customer interactions.

Key Features

• Integrate Zendesk with Pipedrive for bidirectional access and seamless information retrieval.

• Access and close support tickets directly within Pipedrive.

• Pipedrive users can pull ticket details, including number, subject, and status, from Zendesk, while Zendesk users gain access to deal information such as title, status, value, and currency in Pipedrive.

• Optimize efficiency by eliminating the need to switch between apps, promoting a quick issue resolution and improving customer communication experience.

Pricing

• Starts at $55/month

• Free trial available

4. HubSpot

HubSpot is a top-notch customer relationship management solution that streamlines data synchronization and boosts survey functionalities. By integrating seamlessly with Pipedrive, it transforms sales and CRM processes for effortless and effective management.

Key Features

• Sync data between Pipedrive and HubSpot in real-time, eliminating manual entry.

• Quickly set up integration with respective Pipedrive fields mapping for easy configuration and organized data management.

• Stay up-to-date with your records with immediate syncing of existing data and real-time updates.

• Control the sync direction, and choose between one-way or two-way syncing based on your preferences, ensuring customization to fit your workflow.

• Add filters to specify the data you want to sync, allowing precision in transferring information between Pipedrive and HubSpot.

Pricing

• Starts at $1600/month

• Free trial available

5. Intercom

Elevate your survey engagement with Intercom, seamlessly integrated with Pipedrive for a swift boost in sales and lead capture. Leverage Intercom's bots to automatically qualify leads and engage with them in real-time, while Pipedrive integration ensures efficient tracking and one-click deal creation within your CRM.

Key Features

• Utilize Intercom's bots to actively qualify leads and engage with them in real-time, enhancing your sales conversion.

• Create more deals with just one click directly from product-qualified leads within Intercom, streamlining your sales processes.

• Track leads directly within your CRM for a comprehensive view of your sales pipeline.

• View lead details, including Pipedrive deal information, within the Intercom Inbox, for a complete understanding of each lead's journey.

Pricing

• Starts at $39 per seat/month

• Free trial available

6. Jotform

Through Jotform, you can enhance your survey capabilities as it seamlessly integrates with Pipedrive to streamline lead generation. You can effortlessly send new contacts, deals, and activities to your Pipedrive sales pipeline through custom lead-gen forms.

Key Features

• Quickly send new contacts and deals from JotForm to Pipedrive's sales pipeline.

• Add, update, and manage contacts seamlessly within Pipedrive for streamlined sales data.

• Accelerate the sales process by adding new deals directly through JotForm.

• Enhance collaboration with added activities, notes, and files to contacts or deals in Pipedrive.

• Integrate Pipedrive with JotForm for faster lead-to-deal conversions and efficient sales data management.

Pricing

• Starts at $34/month

• Free for up to 5 forms

7. Delighted

Elevate your survey strategy with Delighted, seamlessly integrated with Pipedrive through Zapier for a deeper dive into qualified lead details. Trigger Delighted surveys based on specific events in Pipedrive, enhancing your feedback collection throughout the sales pipeline.

Key Features

• Sync Delighted survey responses directly into Pipedrive using Zapier, for a comprehensive view of lead details and feedback.

• Effortlessly initiate Delighted surveys based on specific Pipedrive events for timely feedback.

• Update Pipedrive person records with survey feedback to enrich the sales process.

• Tailor surveys with matching filters in Pipedrive, capturing essential details throughout the sales cycle.

• Utilize the pre-built Zapier connection for swift collection and recording of Delighted feedback within Pipedrive.

Pricing

• Starts at $17/month

• Free trial available

8. SurveyMonkey

SurveyMonkey is a powerful survey tool to glean valuable insights into customer needs and preferences. The Pipedrive survey integration of this survey software allows you to enhance your sales process and integrate customer feedback into your strategic decision-making to enhance overall customer experience.

Key Features

• Use SurveyMonkey integration with Pipedrive to unlock customer insights and refine sales strategies.

• Gather feedback and effortlessly transfer data to Pipedrive CRM for informed decision-making.

• Automate tasks and survey data transfer, ensuring real-time and accurate information for teams.

Pricing

• Starts at $18.63/user/month

• Free version available

9. SurveySparrow

SurveySparrow is another robust survey tool that seamlessly integrates with Pipedrive, allowing you to trigger surveys based on new deal creation or updates. You can elevate your sales pipeline by capturing leads, enriching data quality, and obtaining customer feedback at every deal stage.

Key Features

• Easily collect new leads and deals directly from survey responses, to improve sales process.

• Enrich leads and deals for improved data quality in Pipedrive

• Trigger Customer Satisfaction (CSAT) or Transactional Net Promoter Score surveys after each touchpoint in the sales lifecycle, mapping scores back to your Pipedrive account.

• Collect survey responses and build real-time reports and charts to get actionable insights for informed decision-making.

Pricing

• Starts at $19/month

• Free version and trial available

10. Typeform

Typeform is another versatile survey tool that elevates your lead generation process through its integration with Pipedrive. You can attract new contacts effortlessly with visually appealing forms and ensure quick follow-ups through smooth integration.

Key Features

• Send leads promptly from Typeform to Pipedrive for efficient customer data integration.

• Streamline the flow of customer details by passing lead information directly to Pipedrive upon Typeform completion.

• Utilize Typeform's engaging lead forms to attract new contacts and enhance your follow-up strategies.

Pricing

• Starts at $25/month

• Free plan available

11. Nicereply

Nicereply is a popular survey tool that revolutionizes your deal management by providing real-time customer feedback. You can measure the quality of your interactions and gather valuable insights at the right moment for a comprehensive understanding of deal outcomes when you connect pipedrive to this this tool.

Key Features

• Get automated feedback by triggering surveys as soon as a deal is won or lost, capturing real-time customer impressions.

• View contact ratings and feedback as notes in Pipedrive, enhancing deal management.

• Provide a direct link to related deals for context-rich feedback.

• Simplify feedback processes by syncing users and automatically adding contact names.

• Create workflows that are targeted based on rating values for strategic customer outreach.

• Integrate surveys into Pipedrive signatures and email templates, ensuring continuous feedback collection.

Pricing

• Starts at $59/month

• Free trial available

12. Trustmary

Trustmary is a powerful survey tool which when integrated with Pipedrive revolutionizes testimonial and review gathering and helps to automate the processes for enhanced sales impact.

Key Features

• Automate testimonial and reviews from your customer base within Pipedrive.

• Enhance lead generation efforts for more sales-qualified leads through its live chat tool.

• Utilize gathered testimonials to improve lead generation by showcasing positive customer experiences.

• Break data silos by ensuring relevant information is accessible in both Pipedrive and Trustmary, promoting collaboration.

Pricing

• Starts at $16/month

• Free version available

13. NativeForms

NativeForms is a versatile survey tool that offers effortless creation of forms, surveys, and polls. You can easily generate leads and deals in Pipedrive upon form completion for a streamlined process of capturing new business opportunities.

Key Features

• Effortlessly integrate with Pipedrive through a user-friendly, step-by-step process.

• Tailor your surveys by mapping questions to Pipedrive properties, ensuring a personalized and relevant data collection.

• Expand your contacts list with efficient lead and deal generation for growth of your business network.

Pricing

• Starts at $10/month

• Free trial available

14. SurveyMethods

SurveyMethods is an online survey software that helps you elevate your survey management with Pipedrive integration. Through this survey tool, you can ensure that no survey response goes unnoticed as this dynamic integration creates new deals and persons in Pipedrive for every completed SurveyMethods response, optimizing your sales pipeline and contact management.

Key Features:

• Automatically create new deals in Pipedrive for every complete SurveyMethods response.

• Streamline contact management by generating new persons in Pipedrive for each response.

• Organize survey data within Pipedrive to optimize follow-ups, understand customer needs, and enhance the overall sales process.

Pricing

• Starts at $15/month

• Free version available

15. forms.app

Forms.app is a powerful survey tool that takes your lead generation to the next level when integrated with Pipedrive. You can create surveys that are interactive and easily convert your leads into actionable deals, enhancing your overall sales pipeline in Pipedrive.

Key Features

• Create and update deals,clients and organizations through lead generation forms.

• Leverage the power of automation to effortlessly sync survey responses with Pipedrive, minimizing manual effort.

• Create personalized surveys that resonate with your audience, providing valuable insights for your Pipedrive sales strategy.

• Receive survey responses in real-time, ensuring prompt actions and optimal utilization of Pipedrive resources.

Pricing

• Starts at $12.5/month

• Free version available

Other Notable Pipedrive Integrations

These are a few more Pipedrive integrations that you can check out if you are not primarily looking for a survey tool with Pipedrive integration.

• Outfunnel: Outfunnel enhances marketing automation, facilitating collaboration between sales and marketing teams. With two-way integration, it goes beyond contact sync, enabling lead segmentation in Pipedrive and triggering customized email campaigns.

• Klenty: It offers unified inbox management and integrated productivity tools thereby saving time. With automated CRM data entry, you can customize outreach using prospect information and ensure real-time Pipedrive sync for dynamic lead management.

• Asana: Asana simplifies task management for sales teams. You can coordinate daily tasks or long-term projects, break tasks into achievable goals and automate updates in Pipedrive for wider team collaboration.

• Luna: It integrates with Pipedrive for AI-driven lead generation, email conversation optimization and streamlined sales operations. You can automatically import accepted leads, log outreach, and set automated reminders for follow-ups.

• RouterJet: It offers resource management to Pipedrive users, automating lead assignment based on custom rules. You can set up round-robin lead assignments, receive alerts for new deals, and optimize lead response time with escalation processes and reporting functionalities.

Collect Feedback Using Zonka Feedback & Pipedrive Integration

With the mentioned survey tools with Pipedrive integrations, you surely can seamlessly engage with customer data. From automating lead generation to triggering surveys at crucial deal times, these survey apps seamlessly sync responses with Pipedrive, elevating the effectiveness of customer relationship management.

Zonka Feedback is one of the best customer experience tools which when integrated with Pipedrive allows you to create automation of personalized email feedback forms and follow-up surveys, with real-time data pulled directly into your CRM.

Sign up for a 14-day free trial and experience a seamless fusion of survey excellence and CRM prowess for your business!