Customer Satisfaction Score (CSAT) trigger distribution in Pipedrive

This article will show you how to start measuring Customer Satisfaction Score (CSAT) via triggers - automated emails after a deal is resolved (Won or Lost) - in your Pipedrive account.

You can either follow the integration video manual or follow the written documentation below the video.

Integration video manual

Written documentation

Requirements

In this article

Connecting Pipedrive with Nicereply

1. Choose the CSAT metric in the “left menu” in your Nicereply account. Click on START CSAT. If you do not see the START CSAT button click on NEW SURVEY button in the top left corner of the screen. Then, Choose your primary CSAT question rating scale. Once you choose the survey rating scale it is not possible to change it later.

2. From distribution options  choose TRIGGER

3. You’re on the app directory page now, click on Pipedrive icon

4. In the next step authorize Nicereply by clicking Allow and Install.

5. Add your users from Pipedrive to Nicereply by clicking continue. New users will get an automated email with login instructions from us. 

Trigger activation in Pipedrive

6. You’re on the good way! The CSAT trigger is waiting for for activation.

7. You can  manage the trigger behaviour in “Trigger settings”. For example you can edit the number of hours after which trigger will be sent (hours after deal resolution - won/lost).

You can also filter trigger by Mailbox or tag. In this case Mailbox equals Pipeline and Tag equals Label. If you choose to filter your survey by specific Pipeline or label survey will be sent to only a deal with that label or from that pipeline. 

Important! As you can see, the "Send After" option says "Send after x hours ticket is solved without a response from customer". In this case, the ticket stands for a deal. This means that you are setting up the number of hours since the deal resolution after which the survey is sent. 

You can also filter (segment) your surveys by a tag or by a mailbox in Pipedrive as mentioned above. In this case, the tag equals deal label, and the mailbox equals pipeline.

If you decide to filter your surveys by a specific label, make sure to insert this label with a capitalized initial letter in Nicereply trigger settings. 

When you're done editing your trigger settings click SAVE SETTINGS, hit the "activation" button, and activate your trigger to start distributing your surveys. 

Good job!

Nicereply will utilise your existing integration with Pipedrive and the workflow is follows:

  • After CSAT trigger activation Nicereply will start scanning the status of your deals on a regular basis
  • Nicereply will send the CSAT survey to the deal contact via email, with status won/lost and without deal update for 48 hours (by default)

  • Nicereply will collect the CSAT feedback and push it to Pipedrive as a note and custom field