Automated Lead Entry from Google Drive to Pipedrive

This n8n workflow automates the process of capturing new files from a specific Google Drive folder, extracting data from the uploaded spreadsheet, and creating detailed CRM entries in Pipedrive. When a new file appears, it downloads the file, fetches related Pipedrive lead and person information, and updates or creates organizational, person, lead, and note records accordingly.

The workflow begins with a Google Drive Trigger, which listens for new files added to a designated folder. Upon detection, it downloads the spreadsheet file and initiates a series of Pipedrive API calls to retrieve existing leads and persons. It conditionally updates or creates new organizational entries based on the retrieved data. Then, it sets contact details like name, email, and company size, before creating a new organization, person, lead, and associated note in Pipedrive.

This automation is ideal for streamlining lead management from shared spreadsheets or form submissions uploaded to Google Drive, ensuring CRM data remains current and comprehensive without manual intervention.