Pipedrive integration with Pipedrive
How to Send Pluspoint satisfaction surveys via email when new deals reach certain stages in Pipedrive
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send Pluspoint satisfaction surveys via email when new deals reach certain stages in Pipedrive" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Pluspoint integrations
Pluspoint actions
Nekton can use any feature that is available in Pluspoint API.
Using our advanced AI, you can easily create custom automations for Pluspoint.
Here are some typical actions you can do in your automated workflows.
Send Email Review Request
Sends an automated email to the client with a request to rate the service and leave a positive review on connected review sites. The email is sent within an hour after the action is triggered unless a custom delay is specified.
Send WhatsApp Review Request
Sends an automated message on WhatsApp to the client with a request to rate the service and leave a positive review on connected review sites. The message is sent within an hour after the action is triggered unless a custom delay is specified.
Send SMS Review Request
Sends an automated text message to the client with a request to rate the service and leave a positive review on connected review sites. The SMS is sent within an hour after the action is triggered unless a custom delay is specified.
About Pluspoint
Pluspoint is customer reviews software that helps you to automate review generation, manage reputation and get more customers.