Keep your contacts in Pipedrive up to date with Simplesat feedback details.
In this article:
You can access the Pipedrive integration page here.
The integration uses OAuth to connect your Pipedrive account with Simplesat. To initiate the process, click the Authenticate button on the integrations page.
This will launch a flow where you'll need to log in to your Pipedrive account (if you aren't already) and then confirm the authorization.
Once successful, you should return back to the integration page in Simplesat with the authentication status changed to look like this:
If you have any issues authenticating, shoot us a message and we'll be happy to help troubleshoot.
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.
Add notes to rated contacts
Automatically update contacts with a note after your customer provides a rating.