Connect Tactful UCX to Pipedrive and automate any workflow
![Tactful UCX](https://zapier-images.imgix.net/storage/services/7040ce8c4c0477c8ae4fd20f204d9b2d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Tactful UCX](https://zapier-images.imgix.net/storage/services/7040ce8c4c0477c8ae4fd20f204d9b2d.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
![Pipedrive](https://zapier-images.imgix.net/storage/services/d657ba4f3441a30ced367a4aa7cacacb.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=30&w=30)
![Pipedrive](https://zapier-images.imgix.net/storage/services/d657ba4f3441a30ced367a4aa7cacacb.png?auto=format&ixlib=react-9.8.1&q=50&fit=crop&h=60&w=60)
Top companies trust Zapier to automate work that solves their unique business problems—no coding required.
How Zapier works
Zapier makes it easy to integrate Tactful UCX with Pipedrive - no code necessary. See how you can get setup in minutes.
Select a trigger from Tactful UCX
![A trigger is the event that kicks off your automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713159/App%20Directory/2S%20Page/First_content_row_mqocjq.png)
Setup an action from Pipedrive
![An action is the event that your automated workflow performs when triggered.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Second_content_row_majysk.png)
That’s it! You just connected Tactful UCX to Pipedrive
![Triggers and actions are the main components of every automated workflow.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713241/App%20Directory/2S%20Page/Third_content_row_nghpr1.png)
Connect Tactful UCX and Pipedrive to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
![An illustration representing how to automate lead management with Zapier.](https://res.cloudinary.com/zapier-media/image/upload/q_auto,f_auto/v1703713466/App%20Directory/2S%20Page/First_option_apbx4e.png)
Connect Tactful UCX and Pipedrive to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Category
Triggers when a new Category is created with webhooks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - bodyRequired
- Ticket IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- bodyRequired
- webhook_is_integrationRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Lead
Triggers when a new lead is created with webhooks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ProfileRequired
- bodyRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- customer_idRequired
- bodyRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Update Product
Triggers when product is updated with webhooks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - ProfileRequired
- SKU
- Language Groups
- Channel Tags
- TitleRequired
- Source URL
- Image Link
- Description
- Is Availible
- Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- SKU
- TitleRequired
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Price
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Location URL
- Landmark
- Author
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Comment BodyRequired
- Ticket IDRequired
- User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- Nick Name
- whatsapp number
- name
- age range
- gender
- email
- phone number
- country
- city
- area
- address details
- tags
- Channel
- customer_idRequired
- External Id
- Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- Ticket IDRequired
- Due On
- Resolved On
- Subject
- Description
- Priority
- Status
- Source
- Channel
- Requester Id
- Reporter Id
- Assignee Id
- Type
- Links
- Created on
- Agent Id
- Comment
- External Id
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- Channel
- Lookup ColumnRequired
- Lookup Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProfileRequired
- Lookup ColumnRequired
- Lookup Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProfileRequired
- Channel
- Lookup ColumnRequired
- Lookup Value
- Nick Name
- whatsapp number
- name
- age range
- gender
- email
- phone number
- country
- city
- area
- address details
- tags
- Custom field
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ProfileRequired
- Lookup ColumnRequired
- Lookup Value
- SKU
- TitleRequired
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Price
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Location URL
- Landmark
- Author
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - PersonRequired
- LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subject
- Organization
- User IDRequired
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product IdRequired
- Activity ID
- Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Person
- Organization
- Owner IdRequired
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- name
- Owner IdRequired
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- name
- Code
- Unit
- Tax percentage
- Is active?
- Owner IdRequired
- Currency
- Price
- Cost
- Overhead_cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Status
- Stage in Pipeline
- User IDRequired
- Organization
- Person
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Owner IdRequired
- name
- Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- bodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your app - Subject
- Search Type
- User IDRequired
- Type
- Filter_idRequired
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- User IDRequired
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- name
- Owner IdRequired
- Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Term to search forRequired
- name
- Code
- Unit
- Tax percentage
- Is active?
- Owner IdRequired
- Currency
- Price
- Cost
- Overhead_cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- bodyRequired
- webhook_is_integrationRequired
- Ticket IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created with webhooks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - bodyRequired
- webhook_is_integrationRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Update Category
Triggers when a category is updated with webhooks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Update Order
Triggers when a order is updated with webhooks.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Ticket IDRequired
- bodyRequired
- webhook_is_integrationRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Nick Name
- whatsapp number
- name
- age range
- gender
- email
- phone number
- country
- city
- area
- address details
- tags
- Channel
- ProfileRequired
- Custom field
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- Channel
- Due On
- Subject
- Description
- Priority
- Status
- Source
- Requester Id
- Reporter Id
- Assignee Id
- Type
- Links
- Created on
- Agent Id
- Comment
- Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- CategoryRequired
- SKU
- Language Groups
- Channel Tags
- TitleRequired
- Source URL
- Image Link
- Description
- Is Available
- Type
- Parent Id
- Parent SKU
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- Product IdRequired
- SKU
- TitleRequired
- Image Link
- Description
- Short Description
- Is Available
- Tax Value
- Price
- Parent Id
- Brand
- Model
- Channel Tags
- Item Type
- Inventory
- Open Time
- Close Time
- Start Date
- End Date
- Phone
- Website
- Landmark
- Location URL
- Author
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProfileRequired
- Lookup ColumnRequired
- Lookup Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProfileRequired
- Lookup ColumnRequired
- Lookup Value
ActionThis is an event a Zap performs.SearchFind existing data in your app- ProfileRequired
- Lookup ColumnRequired
- Lookup Value
- SKU
- Language Groups
- Channel Tags
- TitleRequired
- Source URL
- Image Link
- Description
- Is Availible
- Type
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ProfileRequired
- Lookup ColumnRequired
- Lookup Value
- Channel
- Owner IdRequired
- Order Type
- Delivery Status
- Price
- Details
- Deliver Time
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- ProfileRequired
- Lookup ColumnRequired
- Lookup Value
- Channel
- Due On
- Subject
- Description
- Priority
- Status
- Source
- Requester Id
- Reporter Id
- Assignee Id
- Type
- Links
- Created on
- Agent Id
- Comment
- Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - PersonRequired
- Product IdRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax_method
- Tax_percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- Creation Date
- Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- User IDRequired
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- User IDRequired
- What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContentRequired
- Deal
- Pin note on specified deal?
- Person
- Pin note on specified person?
- Organization
- Pin note on specified organization?
- Lead
- Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- name
- Owner IdRequired
- Organization
- email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- Subject
- Organization
- User IDRequired
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public_description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- TitleRequired
- Owner IdRequired
- Organization
- Person
- Label
- Expected_close_date
- Lead Value
- Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PersonRequired
- name
- Owner IdRequired
- Organization
- email
- Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subject
- Search Type
- User IDRequired
- Type
- Filter_idRequired
- Is done?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your app- Term to search forRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Field to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage in Pipeline
- Stage Warning
- Pipeline
- User IDRequired
- Organization
- Person
- Probability
- Expected_close_date
- Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner IdRequired
- Note
- Pin Note to Lead?
- Label
- Expected_close_date
- Lead Value
- Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search for an Exact Match?
- name
- Owner IdRequired
- Organization
- email
- Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found