Turn everyday tasks into reviews and insights with Trustmary and Zapier
Connect Trustmary with 6,000+ apps through Zapier. Automate review requests after key milestones, route low scores to the right people, and keep your contact lists in sync without manual work.
- Collect feedback and reviews based on customer journey events.
- Get notified of new responses directly in your communication app.
- Capture leads and move them to your sales pipeline management tool.
- Save time and cut unnecessary manual tasks in feedback process.
Why Zapier?
- Zapier makes it easy to connect Trustmary with almost any app.
- Use your currect stack to build smart integrations and automations.
- Simple builder for automation flows and clear instructions.
- Automation is quick to implement, experience value fast!
How it works
- Connect Trustmary to Zapier with API key.
- Create new Zap (new automation)
- Choose the app where the automation starts.
- Choose the Trigger: the event that launches the automation.
- Add the app where next action takes place.
- Apply the Action that will be completed in the automation.
- Enjoy your new automation!
Find more thorough explanation in our Help Center.
Start automating feedback, insights, and reviews with your current tools
What people say about Trustmary
Top use cases for Zapier x Trustmary
Here are some of the most used integrations and automation flows that people create with Trustmary and Zapier.
New customer → Trustmary NPS journey
Collect lifecycle-based feedback from new clients. Get early insight on onboarding quality or project start, and recognise Promoters and Detractors.
- Trigger in your CRM: New or updated Account or Contact.
- Action in Trustmary: Create or update contact, schedule NPS after 30 days.
- Works with: e.g. Salesforce, Pipedrive, HubSpot, or any other CRM.
- Variations: Feedback survey after invoice is paid (invoicing software) or once a project is completed (ERP).
Trustmary survey response → Alert for service recovery
Get notified of new survey answers directly on Slack – or other communication apps. Real-time heads-up for customer teams to reach to low scores leads to faster callbacks and reduced churn. Positive feedback offers visible wins for the team!
- Trigger in Trustmary: New survey answer or survey completed.
- Action in Slack: Post message to channel or DM with customer details and score.
- Works with: Slack, Teams, and other communication apps.
- Variations: Send different notifications to different channels, like new review notifications to marketing and low score alerts to customer success.
Support chat ended → Trustmary survey
Collect feedback and reviews right after a customer has has a support interaction in chat with your customer experience.
- Trigger: Chat ended
- Action in Trustmary: Survey sending
- Works with: Tawk.to, Freshdesk, HubSpot Service Hub, Zendesk, and more.
- Variations: Send when ticket is closed, or use similar flow after meetings you log in your CRM.
Connect with thousands of apps
Trustmary seamlessly integrates with your other daily tools, and creates automation flows that make your work easier.
FAQ
New Survey Answer and Survey Answer Completed as triggers. Create or Update Contact, Delete Contact, Trigger Automation for Contact, and Send Survey Invite as actions.
These actions allow a wide range of different automation flows.
No. You can start from ready-made Zapier templates for Pipedrive, Salesforce, Dynamics 365, and webshops, then adjust filters and timing.
Use email as the unique key. Add filters and frequency capping, for example one invite per 30 days, to stay compliant and avoid over-messaging.
We are here to help!
Don’t ponder your questions alone: we have a team of enthusiastic professionals ready to lend you hand and tell more.