Integrations
Zapier
trumpet integration

Zapier

Connect trumpet to thousands of apps: trigger automations from buyer activity in your Pods, and create Pods automatically from anything that happens in your stack.

Connect
Zapier
Book a demo
Categories

Collaboration

Set up
Connect
Zapier
from the Integrations page in your trumpet account.

Overview

The Zapier integration connects trumpet to the apps your team already uses. Buyer activity in a Pod can start a Zap, and any app Zapier supports can create a trumpet Pod from a template, linked to the right CRM record.

In trumpet

Create Pods automatically

The "Create Pod from template" action builds a Pod from any trigger in Zapier. Set the template, title, company, domain, value and owner, and link it to a HubSpot, Salesforce, Pipedrive, Close, SugarCRM, ActiveCampaign or Microsoft Dynamics record.

In your other apps

14 trumpet triggers

Start a Zap when:

  • A Pod is created, viewed, shared, commented on or closed
  • A new stakeholder appears
  • A video or voice note is played
  • A Mutual Action Plan is updated
  • A form is submitted
  • A file is uploaded or downloaded
  • A proposal is downloaded
  • A new template is created

Reach CRMs trumpet doesn't connect to natively

Send Pod activity to any tool Zapier supports, such as logging views in a spreadsheet, alerting a channel, or adding a contact to a sequence.

What syncs

  • Pod activity out to any Zapier app, through 14 triggers
  • New Pods in from any Zapier trigger, through the Create Pod action
  • CRM links on new Pods, for 7 CRM types

Before you start

  • A Zapier account and a trumpet login.

Set up

  1. In trumpet, go to Integrations and click Connect on Zapier, then accept the Zapier invite.
  2. In Zapier, create a Zap and choose a trumpet trigger or the Create Pod action.
  3. Choose what happens in the other app, test the Zap and turn it on.

Full guide: Zapier integration and Zapier use cases with trumpet

Zapier

Connect trumpet to thousands of apps: trigger automations from buyer activity in your Pods, and create Pods automatically from anything that happens in your stack.

Connect
Zapier
Or book a demo

Use it in:

Pods
Analytics

Works well with this integration

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Integration FAQs

Yes. Trumpet has a Zapier integration with 14 triggers based on Pod activity and a "Create Pod from template" action, so trumpet can connect to thousands of other apps.

Yes. The trumpet "Create Pod from template" action creates a Pod from any Zapier trigger and can link it to a HubSpot, Salesforce, Pipedrive, Close, SugarCRM, ActiveCampaign or Microsoft Dynamics record.

Pod created, viewed, shared, commented on and closed, new stakeholder, video or voice note played, Mutual Action Plan updated, form submitted, file uploaded or downloaded, proposal downloaded, and new template created.

Yes. Use trumpet triggers in Zapier to send Pod activity to that CRM, for example as a note or task, and use the Create Pod action to create Pods from its deals.

A Zapier account and a trumpet login. Connect Zapier from the trumpet Integrations page and accept the Zapier invite.