> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.trustmary.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to integrate Pipedrive with Trustmary

> Check our [Pricing](https://trustmary.com/pricing/) page to see if your plan supports the native integration to Pipedrive.

# Introduction

In this article we guide you through the steps needed to connect Trustmary with Pipedrive via our native integration. The guide consists of a set of simple steps with screencaptures to make the integration process as easy as possible.

### Step-by-step guide

###### 1. Find Trustmary in the Pipedrive marketplace

Search for Trustmary in the [marketplace](https://www.pipedrive.com/en/marketplace/), and go to the Trustmary extension's page. Alternatively, you can use the [direct link](https://www.pipedrive.com/en/marketplace/app/trustmary/2013715a332a667e).

![](https://storage.crisp.chat/users/helpdesk/website/eac590e9a24c0800/9e4a5ff9-8e54-4cc4-b5fb-54ee7e_1mf21s5.png)

###### 2. Install the Trustmary extension

Click **Install now** in the Trustmary extension product page to install the app. Confirm the install, and give the extension the permissions it needs.

![](https://storage.crisp.chat/users/helpdesk/website/1555c1c3ab3c5000/def2d580-3626-4826-b61a-04cb97_kuolq7.png)

###### 3. Go to the extension settings

If you're not automatically redirected to the Pipedrive extension after connecting, follow these steps:
* Open up **any deal** in Pipedrive
* Click on the **three dots menu** (...) in the top right corner of the deal
* *Click* **Trustmary settings** at the bottom of the list

You can also use the direct link [https://pipedrive.trustmary.io](https://pipedrive.trustmary.io)/.

![](https://storage.crisp.chat/users/helpdesk/website/63128ee405ce3c00/fc96927d-8188-4b52-b491-b23c50_1cn63wj.png)

###### 4. Getting an API key and connecting to Trustmary

Once you're in the Trustmary Pipedrive extension, go to the **Settings** tab. Here you'll find a text box for your API key and a shortcut next to it to get the key. Click the **Get API** key button.

![](https://storage.crisp.chat/users/helpdesk/website/70ace3bc27363000/e06a752b-4490-4f16-9860-f5992e_1stybyq.png)

###### 4.1 Creating an API key

Clicking on the button brings to to the **Developers** tab in Trustmary's settings. In here, find the **API keys** section, and click the **Add new** button on the top right.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/settingsdevelopersapi_wpfp9i.png =1000x439)

Next, give a name to the API key to tell it apart from others. After you click **Save**, the key will appear in the window.

Note, that **the key is fully visible only once**. We encourage you to make a backup of it at this point.

![](https://storage.crisp.chat/users/helpdesk/website/13546634fea43800/7ae10a84-d86e-4b3c-84e4-4992c5_13ghsqd.gif)


###### 4.2 Connect the extension

Go back to the Pipedrive extension settings, and **paste the API key** into the text field. Check the box below it, and click **Save** to connect the two apps.

![](https://storage.crisp.chat/users/helpdesk/website/ce3f39d8e7fc7000/08360321-46fb-4230-bcd2-7ac712_t7seko.png)

![](https://tawk.link/63c911a247425128790e845b/kb/attachments/cK2iT_WWps.png)

###### 5. Creating and configuring an automation in the extension

Now it's time to create the automation itself, which is the workflow that sends contacts to Trustmary.

Navigate to the **Automations** tab in the extension settings, and click **Create New Automation**.

![](https://tawk.link/63c911a247425128790e845b/kb/attachments/Lsp7t1Twf5.png)

###### 5.1 Configure the automation

Configure the automation settings. This includes the **Pipedrive data type** and its specific configurations. Lastly, select **a list** from Trustmary into which you want your contact data to be sent to.

Don't forget to click **Save** once you're done!

![](https://tawk.link/63c911a247425128790e845b/kb/attachments/S3Ft1hWEBT.gif)

The integration is now set up, and you can now test sending contacts through the automation by creating a test case that matches the conditions you configured.

### Extra: Managing your automations

In the Automations view, you can turn the automation on and off by clicking the toggle on the left, edit it by clicking the pencil icon, and delete it completely by clicking the trash can icon.

![](https://tawk.link/63c911a247425128790e845b/kb/attachments/WaKXq34Mq3.png)