Introduction to Pipedrive integration
Empower your Pipedrive with Nicereply. In this article, you can find out everything important about Nicereply integration.
How the integration works
The first thing you need to decide is what satisfaction metric you'd like to measure. Nicereply offers three metrics:
After you decide which metric you want to use you connect your Pipedrive account with Nicereply. You set up a Pipedrive trigger and Nicereply will start scanning the status of your deals on a regular basis. Trigger is an action that is caused by an event in Pipedrive - in this case, it is the resolution of a deal (deal is won or lost). After a deal is resolved a survey is triggered by this event.
Nicereply will send an e-mail survey to every customer your company had a deal with after the deal ends - the only requirement is you need to have the email address of that person in the contact information. You can edit the trigger behavior - for example, edit the number of hours since the end of the call after which the survey is sent.
Features of the integration
See the list of 7 major features of the integration between Pipedrive and Nicereply.
1. Push ratings & comment right to the deal as a note
All ratings will be pushed to the relevant deal in a form of a note.
Note: you can enable/disable pushing of CSAT, CES or NPS ratings & comments as Note and Custom field into deal in the survey Settings.
2. Save CSAT/CES/NPS rating in the custom deal field
Besides the note, Nicereply rating value is automatically saved in the custom field.
3. Ticket backlink
Identify feedback in context with the direct link to the rated deal.
4. Sync customers’ name to CSAT/CES/NPS ratings
Customers often don’t share their name in a rating form. Nicereply will automatically add customer names in the rating feed based on the deal ID, so you don't need to use the name field on the survey.
5. Setup workflows based on CSAT/CES/NPS value
As we have our CSAT/CES/NPS value stored in the custom field, we can do some automation. E.g. we can set different action to deals with low/high Nicereply. You can do this by going into your Pipedrive account > Settings > Workflow automation and creating new workflow.
6. User import
Sync all your Pipedrive users with Nicereply with one click. New users will get an automated email with login instructions.
7. Customize your CSAT/CES/NPS surveys according to your branding and needs
Ask your customers the right question at the right time with branded one-click surveys. Customize your surveys and add additional questions.
Trigger set up manuals
After you decide which satisfaction metric you want to measure, follow the respective manual to start gathering actionable feedback:
Distributing Nicereply survey in your Pipedrive signature or email template
Apart from trigger distribution, you can also start collecting feedback in your Pipedrive signature or email template. If you'd like to learn more about these two methods follow the respective manual:
Signature: Click here for signature distribution guide
Email template: Click here for email template distribution guide