Capture leads, collect feedback and enhance customer experience

SurveySparrow is an omnichannel experience management platform that lets you create conversational surveys. From creating surveys to collecting insights and later acting upon them, the platform lets you refine experiences the easier way. We have so far revolutionized the conversational experiences for over 1,00,000+ businesses across 149 countries.

From customer experience to employee experience, from NPS Surveys to 360 assessments and offline surveys, the platform is bundled with interesting features and customizations.

Our conversational and intuitive UI makes it easy for the users to explore the platform and create highly personalized experiences that can increase the survey completion rates by a whopping 40%.

SurveySparrow lets you collect meaningful insights that matter for your business. With robust reporting modules, you can analyze and visualize the survey data the way you love.

The platform lets you run polls, conduct quizzes and more. You can integrate SurveySparrow with any app, create workflows and collect responses.

1. Log in to your SurveySparrow account. Create a new survey or open an existing one.

2. Navigate to the "Integrate" tab. Enable the Pipedrive toggle.

3. Enter your Pipedrive credentials and log in to your account

4. Click on the "Allow and Install" button, install the app and authorize access to your SurveySparrow account

5. Now the integration is enabled successfully

6. Generate lead/deal in Pipedrive from survey responses

   a. Hover over "Generate lead/deal" in Pipedrive from survey responses and create the mapping conditions. In our case, we are creating a new deal.

   b. Select "Create as Action & Deal" as object. Map the survey responses with the respective Pipedrive fields.

   c. Now, when the survey is shared and gets responses, a new deal will be created in the Pipedrive CRM

   *Note:*  The "Title field" is mandatory here.
   

7. **Trigger survey when a deal stage is changed/updated **

   a. Choose the "Object and Action" from the dropdown. Pass the conditions under which the survey has to be invoked. Add multiple conditions if required.

   b. Pass the variables if required. Choose the email channel to which the survey has to be sent. Once done, save all the conditions.

   c. Now, when a survey is shared and meets all the conditions that you’ve given, the survey will be triggered to the work email ID

8. To disable the app switch the toggle off