Overloop AI vs Retently CX

The Overloop.ai integration allows you to automatically push leads into your Pipedrive CRM account when they are sourced and contacted by an Overloop.ai campaign. It also offers the possibility to ensure that you will not contact a lead that is already present into your Pipedrive account. You can also decide to automatically create deals or activities in Pipedrive from Overloop.ai workflows when a lead is created, or when he replies,... Tracking events (lead opened your email, lead replied by email, lead replied on Linkedin,...) can also be pushed as notes on your leads in Pipedrive when the option is enabled in the integration settings.

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.