Pipedrive + Trustmary integrations
Create/update Trustmary contacts from new deal matching filters in Pipedrive
When there is a new deal matching filter in Pipedrive, a Trustmary contact will be created or updated automatically. As an example, you can create a filter for deals won and add the customer data to Trustmary.
- When this happens...Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create/Update ContactCreates a Contact
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More things you can do with Pipedrive and Trustmary
Discover other triggers and actions you can use with Pipedrive and Trustmary
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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