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Automatically generate sales call summaries in Pipedrive from Trint transcripts. Latenode's visual editor makes it easy to refine data extraction with JavaScript, saving time and improving deal insights at scale.
Connect Pipedrive and Trint in minutes with Latenode.
Create Pipedrive to Trint workflow
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Create a New Scenario to Connect Pipedrive and Trint
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Pipedrive, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pipedrive or Trint will be your first step. To do this, click "Choose an app," find Pipedrive or Trint, and select the appropriate trigger to start the scenario.
Add the Pipedrive Node
Select the Pipedrive node from the app selection panel on the right.
Pipedrive
Configure the Pipedrive
Click on the Pipedrive node to configure it. You can modify the Pipedrive URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Trint Node
Next, click the plus (+) icon on the Pipedrive node, select Trint from the list of available apps, and choose the action you need from the list of nodes within Trint.
Pipedrive
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Trint
Authenticate Trint
Now, click the Trint node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Trint settings. Authentication allows you to use Trint through Latenode.
Configure the Pipedrive and Trint Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Pipedrive and Trint Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Trint
Trigger on Webhook
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Pipedrive
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Pipedrive, Trint, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Pipedrive and Trint integration works as expected. Depending on your setup, data should flow between Pipedrive and Trint (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Pipedrive + Trint + Slack: When a deal reaches a closed status in Pipedrive, the automation exports the transcript from Trint related to that deal. Finally, it sends the transcription text to a specified Slack channel for team review and further action.
Trint + Pipedrive + Google docs: After a new event occurs in Trint (such as a new transcription being available), the automation creates a Google Docs summary of the transcript. It then attaches the created Google Doc to the corresponding deal in Pipedrive.
About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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About Trint
Automate audio/video transcription workflows with Trint in Latenode. Extract text, identify speakers, and analyze content directly within your automated scenarios. Route transcripts to document storage, content management systems, or AI models for sentiment analysis. Simplify media workflows and automate reporting using Latenode's visual editor and flexible data handling.
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How can I connect my Pipedrive account to Trint using Latenode?
To connect your Pipedrive account to Trint on Latenode, follow these steps:
Can I automatically transcribe Pipedrive call recordings using Trint?
Yes, you can! Latenode lets you automate transcription when new recordings appear. This saves time and ensures all call insights are readily available in Trint for analysis and reporting.
What types of tasks can I perform by integrating Pipedrive with Trint?
Integrating Pipedrive with Trint allows you to perform various tasks, including:
How can I trigger Trint transcriptions directly from Pipedrive deals?
Use Latenode's visual editor to create a workflow that automatically sends call recordings to Trint whenever a deal progresses to a defined stage.
Are there any limitations to the Pipedrive and Trint integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: