Pipedrive x Trustmary Integration
Automate feedback, reviews, and insights in Pipedrive
Connect Pipedrive with Trustmary to trigger feedback and review requests at the right moments. Measure customer experience, get open feedback, and collect reviews to publish on your website.
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- Get feedback and reviews automatically from your pipeline.
- Turn won deals into visible proof on your website.
- Centralize reviews and surveys in one platform.
- The easiest integration setup you have seen.
The easiest way to collect and publish reviews from Pipedrive
Enrich your CRM data, get more feedback and reviews, and build trust on your website. Just keep updating your sales pipeline and let the automation take care of the rest.
Build the perfect automation flow
Get feedback at the right time to improve your pipeline performance and customer relationships.
- Trigger surveys based on deal stage or custom Pipedrive filters
- Personalize messages with Pipedrive fields
- Keep data flowing automatically with native syncing
- Use ready-made templates or build your own surveys
Keep your CRM clean and actionable
All responses live in Trustmary for reporting, while key metrics (like NPS, CSAT, review status) update back to Pipedrive. You’ll see customer sentiment at a glance without cluttering your CRM.
Gain social proof and customer understanding
- View cumulative reports across feedback and reviews
- Let AI surface themes and action points from open feedback
- Ask for reviews in the same flow as feedback—no extra steps
- Publish reviews automatically on your website with SEO-friendly widgets
Start automating feedback, insights, and reviews
Try these feedback automation flows
An action in Pipedrive triggers an action in Trustmary. Feedback goes out at the right moment—no follow-up tasks needed.
These are some of the most popular feedback automation flows.
Deal stage changes to Won -> Send review request
When a deal moves to Won in Pipedrive, Trustmary invites the customer to leave feedback and a review.
Strike while the iron is hot, collect high quality reviews and publish them on your website to boost conversions.
New Person added to Pipedrive with “Customer” label → Send NPS after a delay
As soon as a customer record is created, Trustmary schedules an NPS survey for the right time, for example 14 or 30 days after kickoff.
Measure loyalty early, spot detractors for save actions, and identify promoters for referrals and testimonials.
Response to a Trustmary survey -> Lead is created in Pipedrive
The automation can work the other way around, and a survey completion can trigger events in Pipedrive.
Let’s say you create an event feedback form with Trustmary. When someone submits a response to that survey, they can be moved as a lead into your pipeline in Pipedrive.
Improvements in 30-90 days after the integration
Here’s what you can expect to happen after you start using the Pipedrive and Trustmary integration.
More 5-star reviews
Steady flow of authentic customer reviews from your happy customers without manual follow up.
Higher website conversion
On average, our customers see a 20% boost in conversions after adding reviews to their website.
Churn prevention
You notice negative sentiment and churn risk faster, and have better chances to remedy the situation.
Better customer understanding
You can gather all customer feedback data into one place and get insights from customer experience.
Integrate Trustmary with Pipedrive in minutes
It’s quick: install the Trustmary app for Pipedrive, connect your account, then choose a trigger (e.g., “deal stage changes to Won”) and define the Trustmary action that follows.
- Install Trustmary from Pipedrive Marketplace
- Use native connection or Zapier/Make for custom scenarios
- Build flows with Pipedrive filters or webhooks—no heavy lifting
Frequently asked questions
Trustmary’s native Pipedrive integration is available on plans that include Premium Integrations. Check your plan or ask us—we’ll verify it for you.
If you know your triggers, you can be live in minutes. Need help? We’ll set it up with you during a quick call.
Yes. Many teams use Zapier or Make to move contacts, deals, and events between Pipedrive and Trustmary when they want extra flexibility.
Pricing depends on the responses you plan to collect, review widget views, and any add-ons. See our pricing page for details.
We are here to help!
Don’t ponder your questions alone: we have a team of enthusiastic professionals ready to lend you hand and tell more.