Pipedrive + Trustmary integrations
Create/update Trustmary contacts from new activity matching filters in Pipedrive
Use this template to integrate customer data from Pipedrive to Trustmary based on new activity filters. In order to set up the integration, you need to create an activity filter in Pipedrive.
- When this happens...Activity Matching FilterTriggers when an activity 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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