Fillout forms vs Retently CX

Fillout Forms streamlines the process of creating deals, people, and organizations within Pipedrive using modern, sleek forms. Create dynamic, multi-page forms, with the option to route leads to different pages depending on their answers, personalize questions with their info, or even schedule calls with a native scheduler. After the form, automate follow-up actions with powerful workflows to send personalized thank you emails, send reminder emails for abandoned form submissions, and even classify leads with enriched company information and AI to route to the appropriate channels within your team.

The Retently-Pipedrive integration allows you to import your Pipedrive contacts to Retently and send them email NPS, CSAT, CES and other surveys to gauge their engagment with your business. The integration will also automatically export survey responses as people and organization properties and notes in Pipedrive for further data segmentation and automation in Pipedrive.