Automate Your Sales and Marketing Data Sync with HubSpot and Pipedrive
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Seamlessly sync contact data between HubSpot and Pipedrive to eliminate manual entry and ensure data consistency. This workflow automates data merging and updates your CRM in real-time.
About This Workflow
This n8n workflow streamlines your sales and marketing operations by automating the synchronization of contact data between HubSpot and Pipedrive. It begins by fetching all contacts from both platforms at a scheduled interval (every minute, for maximum freshness). The data is then intelligently merged, prioritizing unique email addresses to avoid duplicates and resolve conflicts. Finally, updated contact information from Pipedrive is pushed to HubSpot, ensuring your marketing and sales databases are always in sync. This automation significantly reduces manual data entry, minimizes errors, and provides a unified view of your customer interactions across both CRMs.
Key Features
- Automated Data Fetching: Regularly retrieves contacts from both HubSpot and Pipedrive.
- Intelligent Data Merging: Combines data from multiple sources, resolving key matches to prevent duplicates.
- Real-time CRM Updates: Pushes updated contact information to HubSpot for immediate visibility.
- Scheduled Operations: Customizable scheduling ensures your data is always up-to-date.
- Cross-Platform Integration: Connects two leading CRM platforms for a unified data view.
How To Use
- Schedule the Workflow: Configure the 'Cron' node to trigger the workflow at your desired frequency (e.g.,
everyMinutefor immediate sync). - Fetch Contacts: Connect the 'Cron' node to both the 'Hubspot' and 'Pipedrive' nodes. Ensure the 'Hubspot' and 'Pipedrive' nodes are configured to
getAllcontacts andreturnAll: true. - Merge Data: Connect the outputs of the 'Hubspot' and 'Pipedrive' nodes to the 'Merge' node. Configure the
modetoremoveKeyMatchesand specify the fields to match on, such asemail[0].valuefrom HubSpot andidentity-profiles[0].identities[0].valuefrom Pipedrive (adjust based on your specific data structure). - Update HubSpot: Connect the 'Merge' node to the second 'Hubspot' node ('HubSpot2'). Configure this node to update existing contacts or create new ones. Use expressions like
={{$json["email"].value}}to dynamically map the email address andfirstNamefrom the merged data to the HubSpot contact properties.
Apps Used
Workflow JSON
{
"id": "bc88ac5e-5097-4abd-bdae-1e2765046013",
"name": "Automate Your Sales and Marketing Data Sync with HubSpot and Pipedrive",
"nodes": 14,
"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: bc88ac5e-5097...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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