Automate GitHub PRs to Pipedrive CRM
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Seamlessly integrate your GitHub pull requests with Pipedrive CRM. This workflow automatically logs PR activity as notes against existing contacts, streamlining your sales and project management processes.
About This Workflow
This n8n workflow automates the process of tracking GitHub pull requests and updating your Pipedrive CRM. When a pull request event is triggered on your specified GitHub repository, the workflow first fetches relevant details using an HTTP request authenticated with your GitHub credentials. It then searches for the associated contact in Pipedrive using the sender's email address. If a contact is found, a note is created on their Pipedrive profile, linking back to the GitHub pull request. This ensures your sales and project teams have immediate visibility into developer activity, fostering better collaboration and deal management.
Key Features
- Real-time GitHub Event Triggering: Automatically responds to pull request events in your specified GitHub repository.
- Pipedrive Contact Integration: Searches for and links PR activity to existing contacts in Pipedrive based on email.
- Automated CRM Note Creation: Creates detailed notes in Pipedrive for each relevant pull request.
- Conditional Logic: Checks if a contact exists in Pipedrive before creating a note, preventing duplicate entries.
How To Use
- Configure GitHub Trigger Node: Set up the
ON Pull Requestnode with your GitHub credentials, repository owner, and repository name. Specifypull_requestas the event. - Configure HTTP Request Node: Ensure the
URLparameter correctly references thesender.urlfrom the incoming pull request payload. Use your GitHub API credentials. - Configure Pipedrive Search Node: Set up the
Search PR user in Pipedrive by emailnode. Use the email from the incoming webhook payload as thetermand set theresourcetoperson. - Configure IF Node: Use the
person existsnode to check if thenamefield returned from the Pipedrive search is not empty. This determines if a contact was found. - Configure Pipedrive Note Node: If the contact exists (true branch of the IF node), configure the
Pipedrivenode to create anote. Set theperson_idto the ID of the found person and customize thecontentto include the pull request URL. - (Optional) Configure NoOp Node: The
NoOpnode acts as a placeholder for the false branch of the IF node, indicating no action taken if the contact is not found.
Apps Used
Workflow JSON
{
"id": "b554a97d-cd36-4df8-9152-f27bdfad8953",
"name": "Automate GitHub PRs to Pipedrive CRM",
"nodes": 19,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: b554a97d-cd36...
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