How to set up the Pipedrive integration

Setting up the Pipedrive integration is a quick and easy process and is done once for your whole account. It requires an admin to setup the integration so ensure you have the right permissions!

Step One:

Navigate to https://trumpet.app/integrations

Step Two:

Click "Connect" to be redirected to Pipedrive to approve the connection.

Step Three:

Review the scopes and make sure you have the correct admin permissions

Your integration has now been set up

There are a number of ways to configure the Pipedrive integration so you can get the most out of it. To access the settings for the integration, head back to https://trumpet.app/integrations and click on the Cog icon on the Pipedrive card.

You can then select from a list of settings based on your preferences

Sync deal title with Pod

- Keep the deal titles between Pipedrive and trumpet in sync

Sync deal value with Pod

- When the value in Pipedrive changes, it also updates the value of trumpet Pods.

Sync deal stage with Pod

- When you change the stage of your Pipedrive deal to closed won or closed lost, this also gets reflected in trumpet

In trumpet, disconnecting the Pipedrive integration is as easy as clicking Disconnect on the Pipedrive integration card in https://trumpet.app/integrations

Disconnecting the Pipedrive integration means trumpet will no longer send any activity from trumpet Pods to your Pipedrive deals. trumpet will not delete any of your data in Pipedrive on disconnection so you will still have access to the previous history of activity that have happened in your Pods.