Pipedrive + Trustmary Integrations
How to connect Pipedrive + Trustmary
Zapier lets you send info between Pipedrive and Trustmary automatically—no code required.
Top companies trust Zapier to automate work and free up time
Popular Pipedrive + Trustmary workflows
Create/update Trustmary contacts from new deal matching filters in Pipedrive
Create/update Trustmary contacts from new deal matching filters in PipedriveCreate/update Trustmary contacts from new activity matching filters in Pipedrive
Create/update Trustmary contacts from new activity matching filters in Pipedrive
Connect your apps and automate workflows
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
New ActivityTriggers when a new activity is created.Trigger- Activity Matching FilterTriggers when an activity matches a Pipedrive filter.Trigger
- New DealTriggers when a new deal is created.Trigger
- Deal Matching FilterTriggers when a deal matches a Pipedrive filter.Trigger
- New LeadTriggers when a Lead is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OrganizationTriggers when a new organization is created.Trigger
- Organization Matching FilterTriggers when an organization matches a Pipedrive filter.Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing lead.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds a lead by title or field value.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a lead by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
- Trustmary
Triggers when a new survey answer is completed or when an incomplete answer does not progress for 15 minutes.
Instant
Trigger
- Trustmary
Triggers when a new survey answer is completed.
Instant
Trigger
- Trustmary
Creates a Contact
Scheduled
Action
- Trustmary
Triggers an Automation for a existing Contact
Scheduled
Action
How Pipedrive + Trustmary Integrations Work
- Step 1: Authenticate Pipedrive and Trustmary.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Pipedrive Tutorials
Related categories
Similar apps
Zoho CRM
CRM (Customer Relationship Management), Zoho
Zendesk Sell
CRM (Customer Relationship Management)
Agile CRM
CRM (Customer Relationship Management)
About Trustmary
Related categories
Get started for free
You can't add more hours to the day. Zapier is the next best thing.