Pipedrive workflows
10 results — all source-linked n8n references
Sync Zendesk tickets to Pipedrive contact owners
This workflow syncs Zendesk tickets to Pipedrive contact owners. This workflow is triggered every day at 09:00 with Zendesk collecting all the tickets updated after the last execution timestamp and updating them according to Pipedrive contacts. It also adds Zendesk comments to the tickets as notes in Pipedrive. Prerequisites Pipedrive account and Pipedrive credentials Zendesk account and Zendesk credentials Note: The Pipedrive and the Zendesk accounts need to be created by the same person / with the same email. How it works Cron node triggers the workflow every day at 09:00. Zendesk node collects all the tickets updated after the last execution timestamp. If node checks if the channel in the ticket is an email, and if so, it continues the workflow. The Item Lists node removes duplicates to make search efficient. Pipedrive node searches persons by email. Set node renames and keeps only needed fields (email & person id) Merge by key node adds the Pipedrive contact id to Zendesk tickets. The HTTP Request node gets Zendesk comments for tickets and the Merge node adds them to tickets. Split node adds nodes in batches with each iteration. Item list node splits comments into separate item
Send Zendesk tickets to Pipedrive contacts and assign tasks
This workflow automatically sends Zendesk tickets to Pipedrive contacts and makes them task assignees. The automation is triggered every 5 minutes, with Zendesk checking and collecting new tickets which are then individually assigned to a Pipedrive contact. Prerequisites Pipedrive account and Pipedrive credentials Zendesk account and Zendesk credentials Note: The Pipedrive and the Zendesk accounts need to be created by the same person / with the same email. How it works Cron node triggers the workflow every 5 minutes. Zendesk node collects all the tickets received after the last execution timestamp. Set node passes only the requester`s email and ID further to the Merge node. Merge by key node merges both inputs together, the tickets and their contact emails. Pipedrive node then searches for the requester. HTTP Request node gets owner information of Pipedrive contact. Set nodes keep only the requester owner's email and the agent`s email and id. Merge by key node merges the information and adds the contact owner to ticket data. Zendesk node changes the assignee to the Pipedrive contact owner or adds a note if the requester is not found. The Function Item node sets the new last execut
Add a note to Pipedrive's contact once PR is added on GitHub
This workflow automatically adds a note of the PR from GitHub to the Pipedrive contact if their GitHub email matches a Person in Pipedrive. Prerequisites Pipedrive account and Pipedrive credentials GitHub account and GitHub credentials How it works GitHub Trigger node activates the workflow when a GitHub user adds a PR. HTTP Request node gets the user's data and sends it further. Pipedrive node searches the same email that GitHub user has in Pipedrive. IF node checks whether a person with the same email exists in Pipedrive. In case there's such a person in Pipedrive, the Pipedrive node creates a note within the person's profile.
Add a new lead to Pipedrive once GitHub repo is forked
This workflow automatically adds a new lead to Pipedrive once someone forks your GitHub repository. Prerequisites Pipedrive account and Pipedrive credentials GitHub account and GitHub credentials How it works GitHub Trigger node starts the workflow once someone forks your GitHub repository. HTTP Request node gets user's data from GitHub and sends it further. Pipedrive node searches forkee's data in Pipedrive by email. IF node decides whether to create a new person in Pipedrive in case contact doesn't exist yet or update an existing contact in Pipedrive. In case there's no contact existing yet, the Pipedrive node creates a lead and adds a note with GitHub URL.
Enrich new accounts in Pipedrive using Datagma API
This workflow enriches new accounts in Pipedrive using Datagma API by adding data about ICP (ideal customer profile). Instead of Pipedrive, you can use any other CRM. In this example, ideal buyers are heads of sales/business development. Prerequisites Pipedrive account and Pipedrive credentials How it works Pipedrive trigger node starts the workflow when a new company is created. HTTP Request node queries data from Datagma. Pipedrive node updates Pipedrive contact with new data from Datagma. The Item Lists node simplifies returned data from Datagma that contain lists (arrays), enabling you to easily modify the structure for further processing without the need to use Function nodes and write custom JavaScript. IF node identifies if the lead corresponds ICP. HTTP Request node searches for emails in Datagma. Set node prepares data for further merging. Merge node combines data from multiple streams. Pipedrive node adds a new person in Pipedrive.
Sync payment and customer data between Stripe and Pipedrive
This workflow combines customers' details with their payment data and passes the input to Pipedrive as a note to the organization. Prerequisites Stripe account and Stripe credentials Pipedrive account and Pipedrive credentials How it works Cron node triggers the workflow every day at 8 a.m. HTTP Request node searches for payments in Stripe. The Item Lists node creates separate items from a list of payment data. Merge node takes in the payment data as an input 1. Stripe node gets all the customers data. Set node renames customer-related data fields and keeps only needed fields. Merge node takes in the customer data as an input 2. Merge node combines the payment data with the customers one. Pipedrive node searches for the organization and creates a note with payment data.
Automatically add customers from Pipedrive to Stripe
This workflow automatically adds closed deals from Pipedrive as new customers into Stripe. Prerequisites Pipedrive account and Pipedrive credentials Stripe account and Stripe credentials How it works Pipedrive trigger node starts the workflow when a deal gets updated in Pipedrive. IF node checks that the current won time is not equal to the previuos one in the deal and continues the workflow if it's true. Pipedrive node extracts the organization's details to pass it further. HTTP Request node searches for the same organization's details within Stripe. If a customer doesn't exist within Stripe, Merge node passes a new customer details to Stripe. Stripe node creates a new customer.
Upload leads with custom fields from Typeform to Pipedrive
This automated workflow takes a Typeform form, and once it is filled out, it is automatically uploaded as a Lead in Pipedrive. There is an option for custom fields (this workflow works with company size), and leaves notes in the note section based on questions answered. Prerequisites Typeform account and Typeform credentials and a form for people to fill out Pipedrive account and Pipedrive credentials Nodes Typeform node gets the data after the survey is completed Set node extracts data from the Typeform node and keeps only relevant data Function node maps the company size Pipedrive node populates a pipeline with a deal and adds custom fields
Create a Pipedrive activity on Calendly event scheduled
This workflow is triggered when a meeting is scheduled via Calendly. Then, an activity is automatically created in Pipedrive and 15 minutes after the end of the meeting, a message is sent to the interviewer in Slack, reminding them to write down their notes and insights from the meeting.
Create a deal in Pipedrive
Explore this workflow on its official n8n template page.