Pipedrive and Trint Integration

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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.

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Pipedrive

Trint

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Pipedrive and Trint

Create a New Scenario to Connect Pipedrive and Trint

In the workspace, click the β€œCreate New Scenario” button.

Add the First Step

Add the first node – 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.

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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.

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Connect Pipedrive

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Run node once

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.

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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.

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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.

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The action ID

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Run node once

Set Up the Pipedrive and Trint Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring Pipedrive, Trint, and any additional nodes, don’t 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 β€œRun once” 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.

Most powerful ways to connect Pipedrive and Trint

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.

Pipedrive and Trint integration alternatives

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.

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.

See how Latenode works

FAQ Pipedrive and Trint

How can I connect my Pipedrive account to Trint using Latenode?

To connect your Pipedrive account to Trint on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Pipedrive and click on "Connect".
  • Authenticate your Pipedrive and Trint accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically transcribing sales calls as soon as they are logged in Pipedrive.
  • Creating Trint projects for each new deal created within Pipedrive.
  • Adding transcript summaries to Pipedrive deal notes for quick reference.
  • Triggering email notifications with transcripts when deals reach specific stages.
  • Analyzing call transcripts for key sales insights and competitor mentions.

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:

  • Large video files may take longer to process, depending on Trint's API limits.
  • Real-time transcription directly within Pipedrive is not supported.
  • Complex workflows with excessive data transformations might require optimization.

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