Sales Insights
Trigger survey forms in Pipedrive with OneClick
The Power of On-Demand Feedback
Timing is everything when it comes to customer feedback. If you ask for a review too soon—before the customer has had a real chance to experience your service—you might get surface-level responses that don’t tell you much. If you wait too long, your customer might have moved on, making engagement much harder.
Many businesses automate customer surveys to trigger when a deal is won or a stage is reached in Pipedrive. While that might work for quick transactions like buying electronics online, B2B sales are different. Closing deals isn’t just about transactions—it’s about building relationships, navigating complex decision-making, and finalizing contracts. In this environment, sending a feedback request at the wrong moment can lead to missed insights or disengagement. What if you had the flexibility to decide exactly when to send a survey, making sure it lands when it’s most relevant and valuable?
With OneClick, instead of relying on rigid, pre-set triggers, Pipedrive users can send surveys with a simple click—whether through Tally, Typeform, Google Forms, or other tools.
Need to check in at a critical moment in the customer journey or gather insights before an important meeting?
Set visibility for your Survey OneClick button by pipeline and stage, display it in Deal, Person, or Organization views, and choose which users can trigger it. This way, feedback is always timely, relevant, and actionable—right when it’s needed most.
Why On-demand feedback?
Imagine this: Your team just closed a deal. Instead of immediately sending a generic survey, you decide to wait until the customer has fully onboarded and started using your product. Maybe they’ve interacted with support, received their first results, or had time to explore all the features. That’s the moment when real insights come in—when your customer actually has something valuable to say.
Using OneClick, your team can trigger a survey request only when they feel it makes sense. The button sits inside each deal in Pipedrive, a Person or Organization card, making it effortless for any team member to send the request at the right time. No need to adjust automation rules—just a simple, smart workflow that gives you complete control over the process.
OneClick + Survey platform + Zapier
Here’s a workflow example that is 100% no-code, meaning you don’t need to be a developer to set it up. All you need is to install OneClick, a Typeform, Tally or Google form survey, and a Zapier account to connect the dots. (Any other iPaaS such as make.com or N8N work just fine!)
- Set Up the Trigger in Zapier – This is what allows OneClick to communicate with your survey platform. By creating a webhook trigger in Zapier, you enable the connection between Pipedrive and your survey platform.
- Create a OneClick Button in Pipedrive – This button, added to your deals, is what your team will click whenever they’re ready to send a survey. It’s completely customizable, so you can adjust its visibility based on users, deal stages, pipelines or configure it to show at the Deal, Person or Organization detail views.
- Configure Zapier to Send the Survey – Once OneClick is triggered, Zapier will find the correct deal or contact in Pipedrive, retrieve the customer’s email, and send them a survey via your Survey platform.
- Track Survey Requests in Pipedrive – To keep everything documented, a note can be automatically created in the deal, confirming that the feedback request was sent. You may also choose to have a custom activity marked as done instead.
- Capture Responses & Bring Them Back to Pipedrive or Analytics – When a customer completes the survey, Zapier retrieves their response and logs it inside Pipedrive, creating an activity or note linked to the deal. You may also, or instead, send answers to your analytics platform, google sheets, airtable, etc.
Watch the Survey Button in Action
OneClick —A better alternative to Standard Automation
With traditional Pipedrive automations, you set predefined rules, and everything runs in the background. While this works for many processes, customer feedback requires a more strategic approach. Not every customer journey follows the same pattern, and not every deal is ready for a feedback request at the same stage.
Here’s why OneClick’s approach makes sense:
- It’s flexible: Surveys are sent when it makes the most impact, not when a system decides it’s time.
- You stay in control – Each time a user clicks the button, OneClick confirms the action to prevent duplicate survey requests. Plus, it allows users to provide additional details before the survey is sent, ensuring the right context is captured.
- It’s easy to manage: No complicated workflows or automation triggers. Just a button inside Pipedrive.
- It ensures better responses:Since surveys are sent at the right moment, customers are more likely to engage and provide meaningful insights.
- It keeps everything organized: Responses are automatically logged in Pipedrive, creating a clear record of feedback without extra manual work.
Making the most of Customer Feedback
When you collect feedback at the right time, you unlock powerful insights that can shape your sales strategy and customer success approach. Instead of just tracking generic satisfaction scores, you can start analyzing feedback based on real customer milestones—onboarding experiences, product adoption, and long-term engagement. All of this while working on different stages and pipelines in Pipedrive.
By combining OneClick, Your Survey Platform, and Zapier, you ensure that your team is always in control of when and how they gather feedback, leading to smarter decisions and a better customer experience.
Start Using OneClick for Smarter Surveys
Customer satisfaction surveys should work for your team, not the other way around. If you’re ready to take full control over your customer feedback process, start using OneClick with Typeform, Tally, Google Forms, or the survey Platform of your choice today!
