Integration Capabilities

Sync Pod activity and analytics with HubSpot, and add hidden stakeholders to your deals and contacts.

Guides: Set up HubSpot · Integration updates · Custom field mapping · Custom objects · MAPs in HubSpot · HubSpot calendar in a Pod

Look up leads and opportunities while building Pods, and sync Pod activity back to Salesforce.

Guides: Set up Salesforce · trumpet card in Salesforce · Custom field mapping

Auto-create Pods from new Pipedrive deals, and sync Pod comments to Pipedrive notes.

Guide: Set up Pipedrive

Pull opportunities and contacts from Dynamics, and send analytics and new contacts back.

Guide: Set up Microsoft Dynamics

Pull opportunities and contacts, and send Pod engagement back to ActiveCampaign.

Guide: ActiveCampaign integration, Setting up ActiveCampaign integration

Sync opportunities and contacts from SugarCRM, and send analytics and contacts back.

Guide: Set up SugarCRM

Sync deals and accounts, and send Pod engagement and new contacts back to Brevo.

Look up existing leads and opportunities when creating new Pods.

Guide: How the Close integration works

Push Pod engagement and Signals into Salesloft Rhythm, and surface Salesloft data inside Pods.

Guides: Salesloft integration · Salesloft widgets

Instant Slack notifications when someone views, comments on, or shares your Pods.

Guide: How the Slack integration works

The same Pod engagement notifications, delivered to your Microsoft Teams channels.

Guide: Set up Microsoft Teams

Add Gong calls to Pods and sync Pod activity with your deals.

Guides: How the Gong integration works · Gong widgets

Use Sybill call recordings as context when generating documents inside a Pod.

Guide: Sybill integration

Use Momentum call transcripts as context when generating documents.

Connect Google Drive to pull content into your Pods and content library — Seamless mode syncs automatically, Managed mode imports selectively.

Guide: Connect & use Google Drive

Pick individual files from Google Drive directly into a Pod.

Guide: Connect & use Google Drive

Pull content from Microsoft SharePoint into your Pods, with granular control over permissions and data access.

Guides: Connect SharePoint · Permissions, data access & privacy

Search across your connected tools and browse or add Glean content into Pods.

Let customers sign documents inside a Pod.

Guide: Using the DocuSign widget

Connect trumpet to thousands of other apps and trigger automations based on Pod activity — views, shares, comments, form submissions and more.

Guides: Zapier integration · Set up Zapier · Create a Zap · Use cases

Let CoPilot connect to Linear, Notion, ClickUp, Granola, Sybill, Brevo, Glean, HubSpot, Consensus and Fathom, and pull their data straight into your Pods — no tab-hopping or copy-pasting.

Guide: MCP Client

Going the other way: connect an AI assistant like Claude or ChatGPT to your trumpet workspace to query Pods, analyse engagement and create rooms — without leaving your AI tool.

Guide: trumpet MCP Server

Data (pull & create)

✅ Custom card

✅ Pull contacts

✅ Create contacts

✅ Pull deals

✅ Pull companies

✅ Custom fields

Activity pushed to CRM

✅ Pod created

✅ Opened

✅ Shared

✅ Comment

✅ Attachment downloaded

✅ MAP updated

✅ Document signed

✅ Form submitted

✅ File uploaded

✅ Video played

✅ Voice note played

✅ Proposal downloaded

Data (pull & create)

✅ Pull contacts

✅ Create contacts

✅ Pull deals

✅ Pull companies

Activity pushed to CRM

✅ Pod created

✅ Opened

✅ Shared

✅ Comment

✅ Attachment downloaded

✅ MAP updated

✅ Document signed

✅ Form submitted

✅ File uploaded

✅ Video played

✅ Voice note played

✅ Proposal downloaded

Data (pull & create)

✅ Pull leads & contacts

✅ Pull deals

Activity pushed to CRM

✅ Pod created

✅ Opened

✅ Shared

✅ Comment

✅ Attachment downloaded

✅ MAP updated

✅ Document signed

✅ Form submitted

✅ File uploaded

✅ Video played

✅ Voice note played

✅ Proposal downloaded

Data (pull & create)

✅ Pull contacts

✅ Create contacts

✅ Pull deals

✅ Pull companies

Activity pushed to CRM

✅ Pod created

✅ Opened

✅ Shared

✅ Comment

✅ Attachment downloaded

✅ MAP updated

✅ Document signed

✅ Form submitted

✅ File uploaded

✅ Video played

✅ Voice note played

✅ Proposal downloaded

Data (pull)

✅ Pulls call recordings into trumpet

Activity pushed to Gong

✅ Opened

✅ Shared

✅ Comment

✅ Attachment downloaded

✅ MAP updated

✅ Document signed

✅ Form submitted

✅ File uploaded

✅ Video played

✅ Voice note played

✅ Proposal downloaded

Notes

ℹ️ Engagement push works when a Pod is linked to Salesforce or HubSpot — Gong is not a standalone CRM connection

Activity pushed as notifications

✅ Opened

✅ Shared

✅ Comment

✅ Attachment downloaded

✅ MAP updated

✅ Document signed

✅ Form submitted

✅ File uploaded

✅ Video played

✅ Voice note played

✅ Proposal downloaded