Do you use Pipedrive as your CRM system? Did you know that you can easily collect testimonials directly with Pipedrive? Simply integrate Trustmary and Pipedrive and enjoy the automated process.
Read on to learn how. We’ll first discuss the benefits of the integration! then go over how to set up the automation step-by-step. Next! we’ll look at how to collect reviews and testimonials via Pipedrive.
The advantages of integration and automated requests
Manually submitting requests for testimonials and reviews is time-consuming and prevents you from doing your most productive tasks.
It may be tempting to just skip them! but they are gambling data hong kong also an important part of measuring customer satisfaction and great opportunities to leverage your customers’ positive experiences and use them in your marketing .
Luckily! we have your solution. Simply connect your Pipedrive CRM system to Trustmary and set up specific triggers that automatically push your customers’ contact information to Trustmary.
By integrating Trustmary and Pipedrive! you will be able to
Send automated emails with requests for testimonials and reviews.
Set triggers so that the request is always sent at the right time.
Passing information between Pipedrive and Trustmary.
If you currently only send requests to a few clients! you can do the same for each client after you’ve installed the integration.
All you need to do is follow the steps in this guide. Afterwards! the requests will be sent while you carry out your normal tasks in Pipedrive. The requests will not require your attention again! unless you want to edit what you are asking for.
benefits of automated requests
Check out the story of recruiting company aTalent! who was rethink your attitude to mistakes and shortcomings able to collect much more customer feedback! thanks to automated requests.
How to create Trustmary automation in Pipedrive – 8 easy steps to follow
Haven’t installed the Trustmary app in Pipedrive yet? Do so via the Pipedrive marketplace first. Then! follow these 8 simple steps to create an automation.
- Find a Pipedrive deal and open the integrations page.
Click the Trustmary Settings button from the drop-down menu.
Pipedrive Trustmary settings
2. Now that you are in Pipedrive integrations! open the Settings tab.
pipedrive automations
3. In the integration settings! click the Get API Key button to open the Trustmary developer options.
get Trustmary API key
4. Once in the developer options! look for the API thailand data keys section and click Add new.
This opens a window where you can first name the API key to distinguish it from others! and then copy the key itself.