Pipedrive Lead to Organization and Person
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This workflow automatically converts Pipedrive leads into organizations and persons, enriching your CRM data.
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About This Workflow
Overview
This workflow is designed to streamline your lead management process within Pipedrive. It triggers when a new file is created in a specified Google Drive folder, processes the data from the file (assuming it contains lead information in a spreadsheet format), and then creates corresponding organizations and persons in Pipedrive. It also attempts to create a lead and a note for further tracking and context.
Key Features
- Google Drive file creation trigger
- Download and process spreadsheet data
- Create Pipedrive organizations and persons
- Create Pipedrive leads and notes
- Basic error handling
How To Use
- Prerequisites: Ensure you have a Google Drive account and a Pipedrive account with API credentials.
- Configure Google Drive Trigger: Set up the Google Drive Trigger node to watch a specific folder for new file creations.
- Configure Pipedrive Credentials: Add your Pipedrive API key to the n8n credentials.
- Map Data: Adjust the 'Set' node to correctly map the fields from your spreadsheet (e.g., 'Company name', 'First name', 'Last name', 'Email address', 'Company size') to the desired Pipedrive fields.
- Run the workflow: Once configured, activate the workflow. New files in the specified Google Drive folder will trigger the automation.
Apps Used
Workflow JSON
{
"id": "041a459f-2b5c-4098-b4dc-ec478cce6c41",
"name": "Pipedrive Lead to Organization and Person",
"nodes": 0,
"category": "Pipedrive",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 041a459f-2b5c...
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