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Pipedrive + Trustmary

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.

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.

  1. When this happens...
    PipedrivePipedrive
    Activity Matching Filter

    Triggers when an activity matches a Pipedrive filter.

    TriggerScheduled
  2. automatically do this!
    TrustmaryTrustmary
    Create/Update Contact

    Creates a Contact

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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pipedrive logo

About Pipedrive

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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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trustmary logo
trustmary logo

About Trustmary

Trustmary helps you gather social proof and use it on your website to generate more leads. Collect NPS, video and text reviews from your customers. Use the social proof you have gathered in different ways on your website.

Related categories