Trustmary
interactive features

Trustmary

by Trustmary

interactive features
interactive features

Collect feedback, reviews and testimonials from your customers automatically based on your sales pipelines.

Other use cases

App screenshot
App screenshot
App screenshot

Description

Trustmary helps you collect high-quality reviews and testimonials and improve lead generation on your website automatically based on your Pipedrive activity.

Send automated customer feedback surveys after you finish meetings and win deals, combine feedback surveys with gathering text and video reviews and supercharge your website's lead generation with social proof from your customers.

With Trustmary -Pipedrive integration you can automatically: • Collect feedback from your customers and get NPS and open feedback straight to your customer organization or person • Gather reviews and testimonials from your customers based on your activities, deals, or persons in Pipedrive • Fully customize the automated flows and surveys to your needs • Measure NPS (Net Promoter Score), CSAT (Customer satisfaction score) and CES (Customer effort score) per sales rep, team or company • Create automatic dynamic reports

Features

Actions

Actions

Kick off related actions in Trustmary as you work with your deals, contacts and/or activities in Pipedrive.

Trustmary settings

Locations:deal detailsdeal list

Installation instructions

Full setup installation: https://help.trustmary.com/en/articles/5938529-pipedrive-native-integration-to-trustmary

  1. After you have been redirected to Trustmary pipedrive app, click "settings"
  2. Next, let's fetch you Pipedrive API-key: Click on the top right (avatar) in Pipedrive and go to "Personal preferences"
  3. Click on "API"
  4. Copy your personal API token by clicking "Copy"
  5. Add the API key to the theTrustmary-Pipedrive integration
  6. Next, let's get you Trustmary API key: Go to app.trustmary.com, log in and click "Settings" on the top right
  7. Click "developers"
  8. Click "Add New" to add a new API key
  9. Name the API key
  10. Copy the API key
  11. Go back to Trustmary-Pipedrive integration and paste the API key in the correct field
  12. Check the box and click "Save"

API credentials are saved as hashed in our database, so no one else can read them.

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