To use this type of integration, you will need a Zapier account. For sign up and log in, visit Zapier.com. If you have questions regarding Zapier itself, please consult the Zapier help documentation page.
About Zapier integrations
This article discusses the integration of Pipedrive and Trustmary via Zapier. Before you start creating integrations with Zapier, we recommend you take a look at our general Zapier integration guide to learn how the basic process of integrating your apps works with Zapier.
The most simple way of adding new Pipedrive people as contacts in Trustmary is by using our Zapier template designed specifically for this. This template has most things already configured to make the setup a bit easier.
Other frequently used templates for integrating Trustmary and Pipedrive can be found here: