Pipedrive
Promoter.io

Integrate Pipedrive with Promoter.io

About Pipedrive

Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.

About Promoter.io

Promoter.io generates a Net Promoter Score (NPS) for companies by sending their customers surveys and using the results to segment them into promoters, passives, and detractors. It can also evaluate written customer feedback - assessing it for positivity and negativity - and allow users to add relevant tags to customer responses. Users can then view an analytics dashboard in Promoter.io to track a company’s NPS over time and monitor the emergence of various response trends.

Popular Use Cases

Amazon Redshift

Bring all your Pipedrive data to Amazon Redshift

Google BigQuery

Load your Pipedrive data to Google BigQuery

Snowflake

ETL all your Pipedrive data to Snowflake

MySql

Move your Pipedrive data to MySQL

Amazon Redshift

Bring all your Promoter.io data to Amazon Redshift

Google BigQuery

Load your Promoter.io data to Google BigQuery

Snowflake

ETL all your Promoter.io data to Snowflake

MySql

Move your Promoter.io data to MySQL

Integrate Pipedrive With Promoter.io Today

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Pipedrive's End Points

Deals

Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.

Persons

Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.

Products

Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.

Activities

Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.

Organizations

Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.

Promoter.io's End Points

Contacts

Create or retrieve data about a contact, including their name, contact ID, email, and any attributes that have been assigned to them. Then, use those attributes to filter your NPS analytics so that they show company performance within a more specific set of parameters.

Campaigns

Set up an email campaign on Promoter.io by providing the name of the campaign, the dates it will run, and the contact list the campaign is being sent to. Then, specify whether to survey the entire contact list or only contacts that haven’t been surveyed yet. This will allow you to create specialized campaigns for the new recipients on your lists.

Feedbacks

Retrieve customer feedback that Promoter.io has collected, including the contact information for the respondee, the score they chose, any comments they left, and whether those comments are positive or negative.

Contact Lists

Create or modify a list of recipients that you wish to survey. You can choose to allow Promoter.io to automatically add contacts as you survey them, or you can integrate Promoter.io with an existing contact list that you wish to survey.

Email Templates

Personalize the email templates used for your survey campaigns by branding them with your logo, writing introductions to the survey questions, or specifying what products or companies the surveys are for.

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