Automated Pipedrive CRM Entry from Typeform Submissions

somdn_product_page

This n8n workflow automates the process of capturing form submissions via Typeform and seamlessly creating corresponding entries in Pipedrive CRM. The workflow starts with a Typeform webhook trigger, collecting user responses about their company, personal details, and employee count. It then maps the employee count to specific Pipedrive custom property values using a code node. The data is further processed to create an organization, a person, and a lead in Pipedrive, linking these records to reflect the company’s details and contact information. Additionally, a note is added to the lead with details of the form submission and questions asked, providing valuable context for sales teams. This automation streamlines lead generation, ensures consistent data entry, and improves follow-up efficiency, making it ideal for sales and marketing teams looking to automate their CRM workflows from initial lead capture to detailed record creation.

Node Count

6 – 10 Nodes

Nodes Used

code, pipedrive, set, stickyNote, typeformTrigger

Reviews

There are no reviews yet.

Be the first to review “Automated Pipedrive CRM Entry from Typeform Submissions”

Your email address will not be published. Required fields are marked *