How to Integrate Pipedrive with SurveyMonkey

Quick summary

This guide shows how to integrate Pipedrive with SurveyMonkey using a Zap in Zapier, connecting your CRM trigger events to SurveyMonkey actions automatically. By linking both accounts through Zapier's editor, you can automate data flow between your sales pipeline and survey responses without any coding.

Steps

1. Navigate to the left-side panel and click Create.
2. Select Zaps from the list of options.
3. Click Trigger to start the integration process.
4. Search for Pipedrive and select it from the suggested results.
5. Choose your preferred Trigger Event.
6. Tap Sign In and log into your Pipedrive account.
7. Tap Allow and Install to agree with the terms and grant the necessary permissions.
8. Provide the information needed to configure the Trigger.
9. Tap Continue to run your inputs and test the Trigger.
10. Click Continue to proceed to the next step.
11. Find SurveyMonkey and select it as the Action app.
12. Click the drop-down menu and pick the Action Event you prefer to use.
13. Tap Sign In and log into your SurveyMonkey account.
14. Specify the data center assigned to your SurveyMonkey account and tap Yes, Continue to SurveyMonkey.
15. Click Authorize to proceed.
16. Fill out the input fields with the required information one by one.
17. Click Continue to publish and activate the integration.
18. Your Pipedrive account is now fully integrated with SurveyMonkey.