Two-Way Sync Pipedrive and MySQL Contacts
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Synchronizes contact data between Pipedrive and a MySQL database to ensure data consistency.
About This Workflow
This workflow is designed to maintain a consistent and up-to-date contact list across both Pipedrive and a MySQL database. It fetches contacts from both sources, compares them, and updates or creates records as needed to ensure a two-way synchronization.
Key functionalities include:
- Fetching contacts from Pipedrive.
- Querying contacts from a MySQL database.
- Comparing datasets based on email to identify differences and common entries.
- Updating existing contacts in Pipedrive or MySQL if changes are detected.
- Creating new contacts in either system if they are missing in the other.
- Handling of updated timestamps to determine the most recent data.
Key Features
- Bi-directional Synchronization: Ensures data is consistent in both Pipedrive and MySQL.
- Data Comparison: Utilizes
compareDatasetsto intelligently identify new, updated, and common records. - Conditional Logic: Employs
ifnodes to execute specific actions based on data changes and timestamps. - Data Transformation: Uses
setnodes to format and prepare data for different systems. - Error Handling (Implicit): While not explicitly detailed, the structure allows for identifying discrepancies that can be further handled.
- Scheduled Execution: Triggered by a
scheduleTriggerfor regular synchronization.
How To Use
- Schedule Trigger (
Schedule Trigger): Configure the workflow to run at a desired interval (e.g., hourly, daily). - Fetch MySQL Contacts (
MySQL): Connect to your MySQL database and execute a query to retrieve contact information. - Fetch Pipedrive Contacts (
Pipedrive): Connect to your Pipedrive account to retrieve all person records. - Prepare Pipedrive Data (
Set): Transform Pipedrive contact data into a standardized format, mapping fields likeprimary_emailtoemailand handling phone number arrays. - Compare Datasets (
Compare Datasets): This is the core of the synchronization. It compares the MySQL contacts (input1) with the prepared Pipedrive contacts (input2) based on the 'email' field. It outputs:different: Records that exist in one dataset but not the other, or have different values.same: Records that are identical in both datasets.
- Handle Data Changes (
IF Data Changed): This node checks if there are any differences in 'name' or 'phone' fields between the two datasets. - Timestamp Comparison (
IF Updated On): If data has changed, this node compares theupdated_ontimestamps from both sources to determine which record is more recent. - Prepare Input for Updates/Creations:
- If Pipedrive is more recent (
Set Input1): Extracts data from the Pipedrive record that needs to be updated in MySQL. - If MySQL is more recent (
Set Input2): Extracts data from the MySQL record that needs to be updated in Pipedrive.
- If Pipedrive is more recent (
- Update/Create Records:
- Update Pipedrive (
Update Person): If Pipedrive has the most recent changes (identified bySet Input1), this node updates the corresponding person in Pipedrive. - Update MySQL (
Update Contact): If MySQL has the most recent changes (identified bySet Input2), this node updates the corresponding contact in MySQL. - Create Pipedrive (
Create Person): If a contact is found in MySQL but not in Pipedrive (as indicated byCompare Datasetsoutput), this node creates a new person in Pipedrive. - Create MySQL (
Create Contact): If a contact is found in Pipedrive but not in MySQL (as indicated byCompare Datasetsoutput), this node creates a new contact in MySQL.
- Update Pipedrive (
- Date & Time Formatting (
Date & Time): Used to format timestamps for comparison and potential storage.
Apps Used
Workflow JSON
{
"id": "9690c82d-9edb-4ae8-8e17-98ed83778c01",
"name": "Two-Way Sync Pipedrive and MySQL Contacts",
"nodes": 12,
"category": "Data Management",
"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: 9690c82d-9edb...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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