Integrating SmartSurvey with Pipedrive

Our product now integrates seamlessly with Pipedrive, enabling you to enhance and streamline your pipelines.

Making the Connection

Select your survey and choose “Integrations” from the survey options menu, on the design page. (New layout from Design page > Integrate). The next thing you will be presented with is the list of available integrations.

To Connect to Pipedrive, simply click the “Configure” button next to the Pipedrive Icon. If this is the first time you (as in, the SmartSurvey account you are using) has tried to connect to Pipedrive, you will be prompted to make a connection and you’ll see the below box:

This gives you the opportunity to name the connection (useful if you need to connect to multiple Pipedrive accounts, for instance). Add your chosen name and click “Create new connection”

The System will now try and log in to Pipedrive. If you are not already logged in in the same browser as is logged in to SmartSurvey, you should log in as you usually do. The connection will be made automatically, although you may need to pass a two-factor auth check depending on the Pipedrive setup.

If you already have one or more Pipedrive connections set up, then they will be listed above the "add new Connection" box and you just need to click the "Use" button next to the one you want to use.
 

Basic Configuration

The integration is easy to set up and you can perform the following Actions:

Push Actions	Pull Actions
Create Record	Get Record by ID
Update Record

Name

• Integration Name: Add a name for the integration.

Integration Type

• Push: Send Data from SmartSurvey to Pipedrive
• Pull: Retrieve data from Pipedrive

Push Actions

• Create Record: The integration will attempt to add a new record to the target object.
• Update Record: The integration will attempt to change the data in an existing record in the target object.

Pull Actions

• Get Record: Access a record in the targeted object and read its data.

If Get Record or Update Record is selected, then an additional “RecordID” field will be loaded. This is required so that the integration knows, each time it attempts to transfer data, which record it is trying to access or change. This is dealt with in the guide: Getting a Record ID into a Survey only Custom Variable Method using Id is available for Pipedrive

Triggers

There are three options for triggering the integration:

• Completed: The Respondent completes the response in the usual way.
• Disqualified: The Respondent completes the response by triggering a Skip Logic rule to disqualify them.
• Updated: The respondent, or the survey editor, completes the response after accessing it via an edit link.

These can be selected or deselected in any combination. “Completed” will be set by default.

Objects

You will also need to select an Object for the integration to target by using the Drop-Down.

Record ID

For Update Record and Get Record integrations, you will need to tell the integration where to find the identifiying data for the record you want to target, it will be headed "<Object Name> ID".

You can do this by using the "Select Merge Code" drop-down, which will allow you to choose from survey data, variable data. For more details on passing this data into smartsurvey see Getting a RecordID into a Survey - Custom Variable Method

Note for advanced SmartSurvey Users- the Merge Codes used by this function look similar to SmartSurvey Piping Codes, but they are not the same. Use the "Select merge code" and "insert" functions instead of copying a SmartSurvey Piping code from elsewhere.

Field Mapping (Push Actions Only)

The Field Mapping page will appear once you click "Next Step" on the main integration configuration page for a Push Action.

For a pipedrive Integration, the Field Mapping page displays all the fields in the targeted object down the left, with boxes to the right for your mapping settings for each field. 

You can add extra fields to map by clicking "Add Field" from the buttons below the list. Commonly-used fields will also be shown as buttons to make them quick to add.

To map a field, click in its box to see the mapping options. There are two  main options, Variables and Formulas, displayed as tabs on the mapping pop-up. Each tab has several options to choose from.

Variables

The Variables tab allows you to map specific variables directly to the object field.

• Questions: The answers to the questions on the survey
• Respondent Details: Various information about the specific respondent, such as response time, IP Address (if the survey is not anonymous), and selcted language.
• Survey Details: Details about the survey such as it's name or nickname.
• Custom Variables: Any Custom Variables associated with the survey
• Contact Info: Information from the Contact List.

Formulas

The Formulas Tab allows you to choose or create functions to modify variables before they are pushed to the object. The bulk of the list are ready-made functions that cover commonly-used transformations such as extracting first or last name, or getting the domain out of an email address, or combining strings. These actions can be stacked so a field can be mapped to a formula that uses as a variable that the output of a formula. 

To map your survey, simply work your way through the listed fields and map them in turn. Your progress is saved at every point that you make a change, so there is no "Save Changes" button. Once you've mapped everything you want, then simply close the field mapping screen by clicking the X icon in the upper-right.

See additional help article:  Field Mapping for CRM Integrations

Pull Integrations

Pull integrations retrieve data from Pipedrive to be be used as part of the survey, rather than sending data to Pipedrive once the response is completed.

The retrieved data can then be used in Piping Tags as part fo the survey content or as default answers.

Finding the Data

So, to make this work, you need to first tell the integration what data it should retrieve. This is done as part of the integration configuration described above.  The data to look for can be supplied as part of a survey question, as the pull integration will try and retrieve data every time it tries to display an "Integration" Piping tag. 

Displaying the Data

To display the data as part of your survey, or as a Default Answer, you need to use a piping tag of the format:

[integration(field_name)]

Where "field_name" is replaced by the internal name of the property in the targeted Pipedrive object.

This is not the Label of the property (That being the friendly name, captialised and perhaps with spaces that you see in the Pipedrive UI) but its internal name, which will be all lowercase, no spaces, and is what the property is known as to Pipedrive's code and APIs.

So, to pipe "First name" from the person object into the survey via the pull integration, we need to add the tag:

[integration(first_name)]