This comprehensive n8n workflow streamlines the process of consolidating customer relationship management (CRM) data from multiple sources such as HubSpot, Pipedrive, and Salesforce into a unified Google Sheets database. It automates scheduled daily data synchronization and allows manual trigger via webhook, ensuring flexibility. The workflow employs an AI-powered deduplication system using a pandas-based MCP server, which smartly merges duplicate contacts based on email, company name, and phone number, while calculating data quality scores to assess record accuracy.
Key steps include:
– Scheduling or manually triggering data syncs.
– Fetching CRM data concurrently from different platforms.
– Processing data through an AI-driven deduplication and quality scoring mechanism.
– Writing the cleaned and merged data into a Google Sheets master database.
– Generating quality reports, including statistics and common issues, uploaded into a dedicated sheet.
– Sending real-time notifications about the sync process and errors via Slack.
– Robust error handling and logging ensure the workflow manages failures gracefully.
This automation is ideal for teams seeking to maintain a clean, centralized CRM database with minimal manual effort, enhancing data reliability for marketing, sales, and analytics activities.
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