Integrations

An integration into Copper CRM would be useful for tracking the status of deals, pulling in user data, etc..

An integration with Zapier would enable a lot of automated workflows for users

The ability to integrate and embed PandaDocs into Pods would allow deals to get closed quicker.

The ability to pull lead and opportunity data from Zoho for use in pods, and to update lead data in Zoho on the basis of pod engagement.

It would be useful to have an API endpoint for sending Pods out to multiple different prospects.

The ability to integrate and embed microsoft forms natively

The ability to take payments / sign people up in pod would be very useful.

Centralising the buyer journey is a core focus at trumpet. Integrating with DocuSign will enable our users to close deals within a Pod faster. Terms of Service, Proposals, Proof of Concepts - all within one space.

Automatically sync the pod link to be stored somewhere in the hubspot deal record (notes, attachments etc). So that managers reviewing deals can quickly access the pods rather than logging into trumpet