Pipedrive
Collect customer feedback from Pipedrive and sync customer properties
What is Pipedrive?
Pipedrive is a CRM that helps you visualize and manage your sales pipeline, making it easier to track deals and optimize your sales process.
Why should you connect Pipedrive to Cycle: Key benefits
For product teams:
- Get access to sales notes to find product concerns that lead to lost deals.
- Slice & dice customer feedback data based on CRM properties such as revenue, deal stage, renewal date, etc.
- Give sales teams an incentive to submit feedback by closing the loop with them when you ship something related to their requests
For sales & CS teams:
- Easily report product objections to the product team to unlock deals
- Get automatic status updates when the product team acts on your feedback, without leaving Pipedrive or needing to ping someone.
- Re-engage customers and lost opportunities with every product update
How the Pipedrive integration works
After a discussion with a prospect or customer, the Cycle integration makes it easy to forward product objections, bugs, and feature requests from Pipedrive to the product team without leaving Pipedrive. The feedback stays tied to the corresponding customer record in your CRM, and customer properties such as revenue and company lifecycle stage can be synced to the Cycle customer voice dashboards. This integration allows sales teams to effortlessly send customer feedback to the product team and get automatic status updates on the feedback they submit.
Quick setup
- Create an API Key: In Pipedrive, go to your settings and generate a new API key.
- Set Up Webhooks: In Pipedrive, create a new webhook to trigger on ticket creation with specific properties.
- Configure in Cycle: In Cycle, go to Integrations, select Pipedrive, and enter your Pipedrive API key and webhook URL.
- Test & Activate: Test the integration to ensure it's working correctly, then activate it.
Import historical data from Pipedrive to Cycle
Cycle's graphql API lets you easily import feedback in bulk. If you're migrating from another feedback tool or would like to create multiple feedback items at once, use the createFeedback mutation.