Connect Pipedrive to put each customer's Simplesat rating on their Pipedrive person, in the fields you choose and as a note. You can also add the person's details and Pipedrive owner to each response in Simplesat, and sync your Pipedrive people to Simplesat as customers.

No Pipedrive integration sends surveys. They work with responses to your Simplesat surveys, however you send them.

The Pipedrive page in Simplesat lists its integrations under Account-wide integrations and Survey integrations. You switch each one on separately with Activate integration.

The survey integrations find the Pipedrive person whose email exactly matches the customer email on the response. If a response has no customer email, or no Pipedrive person has that email, it's skipped.

They run on responses from every survey in your workspace unless you limit them under When should this integration run?.

Before you connect, you can check what a connected tool can read and write in Integration security, permissions and data flow.

You don't need to enter a domain or API key.

Before you rely on an integration, test it with a real response from someone whose email is on a Pipedrive person, as described in Testing an integration end to end.

Simplesat waits at least five minutes after a response arrives before it writes to Pipedrive. If the response changes, it writes again. For more on the timing and the Field mapping settings, see Writing feedback back, and mapping the fields.

Pick the Pipedrive person fields you want Simplesat to fill in from each response, such as the latest rating, the sentiment or the comment. You set them in Field mapping, where each row pairs a Pipedrive person field with a value from the response. If you've just created a field in Pipedrive, reload the page to see it.

Each response is added to the person as a note. The note names the customer, the sentiment and the survey, links to the customer, the response and the survey in Simplesat, and then lists every question and answer. The rating is shown with an emoji.

If the response changes later, for example when the customer answers another question, Simplesat adds a second note.

As soon as a response arrives, Simplesat finds the Pipedrive person by email and adds these details to the response:

How Simplesat connects responses to customers and team members is covered in Attribution: linking feedback to tickets, customers and agents.

Switch this on to add your Pipedrive people to Simplesat as customers. Each comes in with their name, email and Pipedrive person ID, and their organization as the company. The first run imports every Pipedrive person who has an email address. After that it runs once a day, at the time of day you switched it on, and picks up the people updated in the past day. It only reads from Pipedrive, and it doesn't change the custom attributes or tags you've set in Simplesat.

For more on contact syncs, see Contact sync from a connected tool.

To connect a different Pipedrive company, sign in as another Pipedrive user, or reconnect after the person who connected loses access:

Their settings are kept. Responses that arrive between Revoke access and Authenticate aren't written to Pipedrive, so do it all in one go.

Check that:

If none of these explains it, send us the response's link.

Simplesat doesn't check the connection after you connect. If the Pipedrive user who connected loses access, or the access is removed in Pipedrive, the integrations fail but the page still reads Authenticated with Pipedrive. Click Revoke access, then Authenticate. Any integration that was on before switches back on by itself. Check that each one you use shows Deactivate integration, and click Activate integration on any that's still off.

If the page does show an error, Integration error messages and what they mean explains it.

Sync Pipedrive people to Simplesat runs once a day, at the time of day you switched it on, so a new person arrives with the next run. People without an email address aren't synced, so make sure the person has one.

Pull related details from Pipedrive when feedback is received replaces a response's team members with the person's Pipedrive owner and removes ticket fields that came from a help desk. Under When should this integration run?, choose Let me choose and switch it off for your help desk surveys.

This is expected. Add notes to rated contacts adds a note when a response arrives and another when it changes, for example when the customer answers another question later or changes their rating.

No, the Pipedrive integrations don't send surveys. Send them from Simplesat or from your help desk, and any response whose customer email matches a Pipedrive person can be written to Pipedrive. Choosing a survey delivery method compares the ways to send.

No. Sync Pipedrive people to Simplesat adds every Pipedrive person with an email address to Simplesat and updates them once a day.

Not with Sync Pipedrive people to Simplesat. It brings in every person with an email address and has no filter. To bring in a chosen set, send those people to Simplesat's API from a tool such as Zapier.