Pipedrive + SmartSurvey Integration

Integrate Pipedrive to SmartSurvey in one click, or tell Integrately AI how you want each response handled. Collect feedback, create deals, update contacts, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
  • SmartSurvey
    Response is created in SmartSurvey
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2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive
  • SmartSurvey
    Create contact in SmartSurvey
  • SmartSurvey
    Send survey in SmartSurvey

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Ready Workflows Ready Workflows for Pipedrive + SmartSurvey Integration

Capture survey responses, create Pipedrive deals, update contact details, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
SmartSurvey + Pipedrive Integration

Create Pipedrive person for new SmartSurvey response

Automatically creating Pipedrive person for new SmartSurvey response can help you nurture your leads and close more deals. By automatically adding new contacts to your database, you can stay organized and keep track of your interactions with each lead.

Additionally, automatically generating Pipedrive person can save you time by eliminating the need to manually add new contacts. Automating this process can help you work more efficiently and close more deals.
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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipedrive + SmartSurvey flow

Extend your feedback collection by syncing data to email tools, spreadsheets, and team channels. Pick a combination and activate it in one click.

Pipedrive
SmartSurvey
+
MailchimpMailchimp (5)
+
SlackSlack (5)
+
HubSpotHubSpot (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (3)
S
M
P
Add every new SmartSurvey response to your Mailchimp audience, and create a deal in Pipedrive.
New survey respondents appear in Mailchimp and Pipedrive instantly, removing manual list management.
P
M
S
When a Pipedrive deal is won, update the contact in Mailchimp and send a survey via SmartSurvey.
Closed deals automatically update subscriber tags in Mailchimp and dispatch a follow-up survey in SmartSurvey.
S
M
P
Use ChatGPT to summarise every SmartSurvey response, add the summary to Mailchimp, and create a Pipedrive note.
AI extracts key insights from your SmartSurvey feedback, updating Mailchimp and Pipedrive with structured notes.
S
M
P
If a SmartSurvey response indicates high satisfaction, add a VIP tag in Mailchimp and create a priority Pipedrive deal.
High-scoring survey feedback automatically tags subscribers in Mailchimp and flags priority deals in Pipedrive.
S
P
M
Turn every Mailchimp subscriber into a Pipedrive person, and send a satisfaction survey via SmartSurvey.
New Mailchimp subscribers instantly generate Pipedrive person records and receive an introductory SmartSurvey form.

Supported triggers and actions for Pipedrive and SmartSurvey

Mix and match to build the exact automation you need

Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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SmartSurvey
SmartSurvey Triggers & Actions
Response is created in SmartSurvey
Triggers the automation when a response is submitted
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Create contact in SmartSurvey
Adds a new contact to the database
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Send survey in SmartSurvey
Sends a reply
Try it →

What can you automate with Pipedrive + SmartSurvey?

Streamline your survey feedback and CRM pipeline with powerful, ready-made automation workflows.

What you can automate?
🎯
Create deals from every survey response
Automatically generate a new deal in Pipedrive the moment a respondent submits a form in SmartSurvey, eliminating manual data entry.
📝
Capture every submitted survey field
Map all survey answers into your CRM notes and custom fields instead of just names and emails, giving your team complete context.
🔔
Alert your team instantly on submission
Notify your sales or support channels immediately when critical survey feedback or high-value responses arrive.
🔀
Route leads based on survey answers
Create priority deals for enterprise respondents while logging standard submissions into secondary pipelines automatically.
🔄
Keep CRM records up to date
Synchronise contact details and deal stages between SmartSurvey and Pipedrive to ensure your database never goes stale.
🔍
Prevent duplicate records
Search existing contacts before creating new entries in Pipedrive, keeping your CRM clean and organised.
Trigger post-sale surveys automatically
Send automated SmartSurvey feedback forms the moment a Pipedrive deal is updated to closed won.
🌐
Extend your workflow to team channels
Connect your core Pipedrive and SmartSurvey flow with Slack to broadcast deal wins and customer feedback instantly.
And much more...

Who is Pipedrive + SmartSurvey integration for?

Connecting Pipedrive and SmartSurvey automates feedback collection, deal creation, and CRM synchronisation for teams handling customer data.

Performance analysts
Performance analysts
Sales reps
Sales reps
Account managers
Account managers
Operations managers
Operations managers
Handover specialists
Handover specialists
Quality assurance leads
Quality assurance leads
📈
Performance analysts
You compile survey data to track customer satisfaction trends, but manual exports leave your reports hours out of date — this integration means every new response updates your dashboard instantly and your metrics stay current.
Sales reps
You need to act on high-intent survey feedback immediately, but delayed lead routing makes you miss prime opportunities — connecting these apps means every high-scoring submission creates a CRM deal the moment it arrives.
🤝
Account managers
You answer to clients who expect prompt follow-ups after submitting feedback, but manual record-keeping slows you down — automating both apps means client survey submissions update CRM notes instantly and communication stays seamless.
📊
Operations managers
You manage high volumes of survey responses that overwhelm manual data entry workflows, leading to missed records — with this integration, every submission populates your CRM and tracking sheets automatically.
🔄
Handover specialists
You depend on upstream survey submissions to trigger client onboarding tasks, but manual handovers cause bottlenecks — automating both apps means survey data flows straight into your pipeline without manual delay.
📋
Quality assurance leads
You need a complete audit trail of customer feedback and CRM deals, but fragmented tools leave gaps in your history — this integration means every response and deal record matches perfectly across platforms.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Pipedrive + SmartSurvey

Build and manage your Pipedrive + SmartSurvey automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Pipedrive + SmartSurvey with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
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Frequently Asked Questions

How do I connect Pipedrive to SmartSurvey?
Frequently Asked Questions
You can connect Pipedrive to SmartSurvey in 1 click using ready-made workflows on Integrately or ask Integrately AI to build custom multi-step automations linking tools like Mailchimp, Slack, and HubSpot.
Can I automatically create a Pipedrive deal from a SmartSurvey response?
Frequently Asked Questions
Can I connect Pipedrive, SmartSurvey, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Pipedrive and SmartSurvey?
Frequently Asked Questions
How are Pipedrive deals handled during automation?
Frequently Asked Questions
How does SmartSurvey trigger workflows in Pipedrive?
Frequently Asked Questions
Do I need coding skills to automate Pipedrive and SmartSurvey?
Frequently Asked Questions
Is the Pipedrive and SmartSurvey integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Pipedrive or SmartSurvey With 1500+ Other Apps

Pipedrive
Popular Pipedrive Integrations
Connect Pipedrive to CRMs, billing platforms, and sales tools to manage pipelines and accelerate deal closures.
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SmartSurvey
Popular SmartSurvey Integrations
Sync SmartSurvey with analytics, marketing, and reporting platforms to make customer feedback actionable across your stack.