Automate Lead Generation and CRM Management with Typeform and Pipedrive
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Seamlessly capture leads from Typeform and enrich your Pipedrive CRM. This workflow automates the creation of organizations, persons, and leads based on form submissions, streamlining your sales process.
About This Workflow
This n8n workflow is designed to revolutionize your lead generation and customer relationship management. It begins by capturing data from a Typeform submission, gathering essential information like company details, contact information, and familiarity with n8n. This data is then meticulously organized and processed, including mapping company size to specific Pipedrive identifiers. The workflow then proceeds to create a new organization and person within Pipedrive, linking them to ensure accurate contact management. Finally, it generates a lead in Pipedrive, creating a note with valuable submission details, ensuring no lead goes unnoticed and providing sales teams with immediate context.
Key Features
- Automated Lead Capture: Instantly collect leads from Typeform submissions.
- Intelligent CRM Integration: Automatically create and update organizations, persons, and leads in Pipedrive.
- Custom Data Mapping: Map form responses, like company size, to specific Pipedrive custom fields.
- Contextual Lead Notes: Automatically attach relevant submission details to Pipedrive leads for immediate sales context.
How To Use
- Configure Typeform Trigger: Set up the
On form completionnode by connecting your Typeform account and specifying yourformIdandwebhookId. - Map Form Data: The
Setnode automatically captures and organizes data from your Typeform submission into usable fields. - Map Company Size: Utilize the
Map company sizecode node to translate qualitative company size answers into specific numerical IDs required by Pipedrive. - Create Organization in Pipedrive: Connect your Pipedrive account to the
Create Organizationnode. Map the company name and the output from theMap company sizenode to the appropriate Pipedrive fields, including custom properties. - Create Person in Pipedrive: Configure the
Create Personnode to create a new contact in Pipedrive using the captured name and email. Ensureorg_idis correctly linked. - Create Lead in Pipedrive: Set up the
Create Leadnode to generate a new lead in Pipedrive, associating it with the created organization and person. - Add Lead Note: Use the
Create Notenode to add context to the lead, including questions asked in the form and the mapped company size.
Apps Used
Workflow JSON
{
"id": "8635cc74-ff57-4841-9d0f-214764d20d96",
"name": "Automate Lead Generation and CRM Management with Typeform and Pipedrive",
"nodes": 28,
"category": "Sales",
"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: 8635cc74-ff57...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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