Use Cases
- Automate contact updates between Zoho CRM and Pipedrive
- Ensure sales teams have access to the latest contact information
- Reduce manual data entry errors in CRM systems
How It Works
Webhook node captures incoming data via POST request Set node processes and formats the incoming data Zoho CRM node retrieves relevant contact information Pipedrive node updates or creates contacts with the retrieved data
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Webhook node with the desired path
- 3Set up the necessary authentication for Zoho CRM and Pipedrive
- 4Test the workflow by sending a sample POST request to the webhook
Apps Used
Zoho CRM
Pipedrive
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation