Keep your contacts in Pipedrive up to date with Simplesat feedback details.
In this article:
This integration currently uses API token authentication. To get your API token, log in to your Pipedrive account and go to Settings > Personal preferences > API
Copy your API token and paste it in the authentication modal on Simplesat's Pipedrive integration page.
If you're unable to authenticate, make sure your credentials are correct. If that still doesn't work, please reach out to Simplesat support and we'll help you out.
Sync Pipedrive people to Simplesat
Add or update customers in Simplesat every time you add or update a person in Pipedrive.
For the first time import, you can bulk add customers via CSV.
Update contacts with rating details
Map Simplesat response details to any contact field in Pipedrive.
For example, you can make sure that contacts are always up to date with their latest CSAT or NPS score.
👉 Please contact Simplesat support to help with the configuration of custom fields.
Add notes to rated contacts
Automatically update contacts with a note after your customer provides a rating.