Use Cases
- Automatically capture leads from Google Drive files into Pipedrive.
- Streamline data entry for new leads and contacts.
- Enhance organization of lead information in a CRM system.
How It Works
Triggers when a new file is created in a designated Google Drive folder. Downloads the file and processes its contents. Extracts lead information such as company name and contact details. Creates organizations and persons in Pipedrive based on the extracted data. Generates leads and adds relevant notes for better tracking.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Google Drive Trigger with the appropriate folder ID.
- 3Set up Google Drive credentials for access.
- 4Map the data fields in the spreadsheet to the corresponding Pipedrive fields.
- 5Test the workflow to ensure leads are captured correctly.
Apps Used
Google Drive
Pipedrive
Categories
Industries
Tags
#process automation
#workflow management
#email automation