Survicate integration with Pipedrive
How to Update person contacts in Pipedrive with their Survicate responses
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 "Update person contacts in Pipedrive with their Survicate responses" 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 Survicate integrations
Survicate actions
Nekton can use any feature that is available in Survicate API.
Using our advanced AI, you can easily create custom automations for Survicate.
Here are some typical actions you can do in your automated workflows.
Create Note
Creates a Feedback Note in Survicate Feedback Hub.
New Question Answer
Triggers when the user answers a question.
New Survey Completion
Triggers when the user completes the entire survey - answers all the available survey questions.
About Survicate
Survicate is a customer feedback software that offers versatile survey solutions and a platform for cross-channel feedback management.