> ## Documentation Index
> Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive Deal Stage: Zapier Automation

> Create a Zap to import the stage of a deal from Pipedrive into CloudTalk, using Zapier

> [!NOTE]
>
> In this article, you will learn how to automate Pipedrive deal stage updates using Zapier.

**User level**: Admin

***

## What is Zapier?

Zapier is a tool which provides automation services between two or more apps. You must [configure your CloudTalk integration](https://help.cloudtalk.io/en/articles/3410740-configure-zapier.md) through the Zapier interface. Once your accounts are linked, you can begin setting up automations using Zapier's Zap feature.

## Import stage of a deal from Pipedrive into CloudTalk

**Goal**: Propagate custom data (the stage of a deal) from Pipedrive into Cloudtalk.

**Purpose**: Assign client tags in CloudTalk to align client profile with information from Pipedrive. Generated tags can be used in call campaigns.

```text theme={"system"}
Note:  Three-step zaps like the one detailed below require a premium
Zapier account.
```

**Steps:**

1. As a trigger in the Zap editor, select Pipedrive from the list of apps.

2. For **Trigger Event**, select *Updated Deal Stage*. This trigger will be set off any time a Deal Stage is updated in the Pipedrive app.

   ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/c7139e17c707-wk0fnagpwp5l346zpqo9th3-rpyp0crslmoliopwj6qlszce4cqqxwaqjuap.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=abf77bc8e523466443179c6e65b840a1)

3. You will be prompted to connect your Pipedrive account before continuing.

4. Under *Set up trigger,* you will need to choose a **Stage in Pipeline,** which will be *Lead In (Pipeline)*.

   ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/cca7e141b42c-brbwtqg5duvvmzhvwwan-byhge0dqp2zvchcmlrotigffuvl-pyzt6-vz5zh.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=d4375821eec6fc613661803541158ab7)

5. Running the **Test trigger** step is usually recommended, but it requires there to be at least one real instance where the trigger occurs, as sample data.

6. For the next step, **Set up action,** our goal is to set up the action which will detonate every time an *Updated Deal Stage* occurs in Pipedrive.

7. For the **Choose account** prompt, you will need to link your CloudTalk account if you haven't done so already. Select **+Add new account** and use the API keys generated from the CloudTalk dashboard via **Settings > [API Keys](https://dashboard.cloudtalk.io/menu/account/settings/API-keys)** as your login **Access Key ID** and **Access Key Secret**.

   ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/6dd53dcc64ad-udxgkvzfekhea9k73gwlbgfvylzobheq9zdgemrxtjgydze9bke5cdey-uhz.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=2f7f32ab7f323d0393a25731fb7db8c9)

8. As an **Action Event,** we will choose *Find Contact*.

   ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/2d7390351fad-qy0pcc4pcekz8c8mjzbigkt6rebr9addtmu2ec18guv-68akm7v9wsajam8s.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=6599a283ed3ee05031244d9b21aed278)

   ```text theme={"system"}
   Note:  This Event type assumes the contact already exists in
   CloudTalk. Contacts could be imported via integration beforehand.
   ```

9. Define a **Keyword** in the **Set up action** section\*\*.\*\* Click into the box to see a dropdown list of dynamic values derived from the trigger step\*\*.\*\* Decide whether to choose a phone number or email to be the **Keyword** which the algorithm will search for.

   ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/84397c2739c7-dcylcf5righlxuzgj7cwt4faoryv1wbyd7tln-z-cxbpqrkmwbihcy-2-5zr.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=473aeabc323607744de177985b1feb23)

10. It is recommended to test this step. If the *Find Contact* action is working correctly, the test should return customer data currently present within the associated CloudTalk account.

    ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/51ace972e302-10jme5rjpzsbj-0-t9tm1zkrjuykrq8v5ti5xizxuwrvmgksjvjcnudsjyev.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=8aebbe6220df56b6a1c83c5b3a253376)

11. Now we must make another action step. This action will require us to choose *Webhooks by Zapier (premium)* as the app.

12. Select *Custom Request* as the **Action Event**.

    ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/baaf5231d060-squik1g-ortpj7qb07cnny8hxrqts80-qyz47lysl4rq-ckwvfdp6od1t23x.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=bafcf34ef81cc3e3e3fb3d371794797e)

13. The **Method** will be *PUT*. This type of [API method](https://help.cloudtalk.io/api-reference/contacts/assign-contact-tags.md) is used mostly in instances where we want to insert new data into a database, replacing old data if the data parameters already exist. In our example, we are using this method to either "put" a new deal stage into a client's profile, or update a deal stage which already exists for that client.

14. Under **URL**, we will enter the URL contact id retrieved in our *Find Contact* action. This sets the destination of the requested action to the desired client within each iteration of the Zap.

15. Leave the **Data Pass-Through?** default set to *False*, as this option is not relevant to our task.

16. In the **Data** box, you can paste in the data structure below, replacing the quoted text "*Lead*" with the word or phrase you would like the CloudTalk tag alligned to your Pipedrive deal status to be called:

    ```json theme={"system"}
    {
      "tags": [
        "Lead"
      ]
    }
    ```

17. The **Unflatten** default *Yes* can be left as is.

    ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/929d8dda047f-zknh-0e29xtjek9r55b-yyrxneoxri9nwoyxvdqhgxpsj-kkxxs3yfjmin9t.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=2bb0dea3a03ccba9c63047f555bbca23)

18. Authorization is once again required in the **Basic Auth** box, which asks for "A pipe ( **|** ) separated username, password combo." This `username | password` should be the same CloudTalk `API KEY | API KEY SECRET` previously retrieved from Dashboard **Settings > API Keys**.

19. Finally, we need at least one entry for **Headers,** which will have the key **Content-Type** and the value **application/json.** Click **Continue** and test the action\*\*.\*\* Zapier should notify if the test was successful, and once the Zap is activated, you will be able to access the new tag within your CloudTalk profile.

    ![](https://mintcdn.com/cloudtalk/0B2VFDHod1TeIVNA/images/help-center/articles/5724062/90eb38975b07-q8rv-fi-y26l6npyiiflszuzzvhzwlpxd7ekkqv9iqfb3pxr-ogrfj-rsnqr.png?fit=max\&auto=format\&n=0B2VFDHod1TeIVNA\&q=85\&s=9ec13a4cc6e0bcace95cd01beaca09e3)

```text theme={"system"}
Remember:  The purpose of this automation was not just to make a new tag
in CloudTalk (which can be done right from Dashboard Settings). Tags
created from this Zap will specifically be aligned with meaningful 
data stored on your Pipedrive account (or from another CRM). 
```

***

*Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you.


## Related topics

- [Send CloudTalk SMS from Pipedrive via Automation](https://help.cloudtalk.io/en/articles/14594584-send-cloudtalk-sms-from-pipedrive-via-automation.md)
- [Triggering a VoiceAgent Call from Pipedrive](https://help.cloudtalk.io/en/articles/15516233-triggering-a-voiceagent-call-from-pipedrive.md)
- [How to access and generate your CloudTalk API keys](https://help.cloudtalk.io/en/articles/15272380-how-to-access-and-generate-your-cloudtalk-api-keys.md)


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