Automate Lead Enrichment from Google Drive to Pipedrive
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Streamline your sales process by automatically enriching Pipedrive leads with data from Google Drive. This workflow triggers on new files, extracts spreadsheet information, and creates/updates Pipedrive organizations and persons.
About This Workflow
This n8n workflow revolutionizes your lead management by bridging the gap between your Google Drive and Pipedrive CRM. It's designed to automatically process new spreadsheet files uploaded to a designated Google Drive folder. Upon detection, the workflow downloads the file, extracts key data points like company name, contact name, and email address, and then intelligently creates or updates corresponding organizations and persons within Pipedrive. It also handles the creation of leads and notes, ensuring your sales team has all the necessary context to engage effectively.
Key Features
- Automated Data Ingestion: Seamlessly import lead data from new spreadsheet files in Google Drive.
- Intelligent Pipedrive Integration: Automatically create or update organizations and persons in Pipedrive based on extracted data.
- Lead and Note Creation: Generate Pipedrive leads and attach relevant notes, including company size and custom source information.
- Configurable Triggering: Set up the workflow to monitor specific Google Drive folders for new files.
- Data Merging and Transformation: Consolidate and format data for optimal CRM utilization.
How To Use
- Configure Google Drive Trigger: Set up the 'Google Drive Trigger' node to monitor a specific folder (provide the Folder ID) for new files (
fileCreatedevent) and set the polling interval. - Download File: Use the 'Google Drive' node to download the newly created file, referencing its ID from the trigger.
- Process Spreadsheet: Connect the downloaded file to the 'Spreadsheet File' node to parse its content.
- Fetch Existing Pipedrive Leads: Utilize the first 'Pipedrive' node (getAll resource
lead) to retrieve existing leads. - Check for Existing Persons: Use the 'Pipedrive1' node (get resource
person) to check if the person already exists in Pipedrive based on theperson_idfrom the spreadsheet. - Conditional Logic: Employ the 'IF' node to decide whether to proceed with creating new records or updating existing ones (condition:
person_idis larger, implying existence). - Merge Data: Use the 'Merge' node to combine data from the spreadsheet and Pipedrive, aligning email addresses.
- Set Up Data Fields: Configure the 'Set' node to map and transform spreadsheet columns into Pipedrive-friendly fields like 'company', 'name', 'email', and 'employees'.
- Create Pipedrive Organization: Use the 'Create Organization' node to create a new organization in Pipedrive using the 'company' field.
- Create Pipedrive Person: Use the 'Create Person' node to create a new person, linking them to the created organization (org_id) and setting their name and email.
- Create Pipedrive Lead: Use the 'Create Lead' node to create a lead, linking it to the organization and person.
- Create Pipedrive Note: Use the 'Create Note' node to add relevant information, such as 'Company Size', to the lead.
Apps Used
Workflow JSON
{
"id": "044b0870-311d-4fc4-b2e2-be76424f3041",
"name": "Automate Lead Enrichment from Google Drive to Pipedrive",
"nodes": 9,
"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: 044b0870-311d...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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