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.

The integration

1. Go to Pipedrive marketplace, search for Trustmary and go to the Trustmary pipedrive app page (alternatively use direct link here)

2. Click Install now on the Trustmary extension

3. Connect Trustmary to your Pipedrive

3.1 If you don't get automatically redirected to Trustmary's 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

4. After you have been redirected to Trustmary pipedrive app, 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.

5. Clicking on the button brings to to the "Developers" tab in Trustmary's settings.

6. Click "Add New" to add a new API key

7. Name the API key

8. Copy the API key

9. Go back to Trustmary's Pipedrive extension and paste the API-key into the text field

10. Check the box and click Save

11. Click on "Automations" on the top left and create your first automation by clicking "Create new automation"

With these automations you can specify the triggers you want to use to move contact information to Trustmary.

The NPS, public recommendation and feedback will automatically sync back to the Pipedrive contact from Trustmary.

12. Select whether you would like to use stages or filters as a trigger for the automation

Select a stage or a filter from the list.

After that, you can select to which list you want the contact to be transferred. When you have specified the triggers you want to use, save your automation by clicking Save.

13. The integration is done and you're all done. Congrats!

Extra: Editing your automation

In this view, you can turn the automation on and off by clicking the toggle on the left.

You can also edit the automation by clicking the OPEN button...

...or remove it by clicking the trash bin icon.

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