Files & Documents
Sync Google Drive files with Pipedrive deals
12 nodes
121
73
Automatic trigger
Workflow Description
An automation template that monitors Google Drive for new or updated files, extracts data from spreadsheets, and automatically creates or updates deals in Pipedrive. Streamlines customer data management and sales pipeline organization without manual data entry.
How it works
- 1.Monitor selected Google Drive folder for new or modified files
- 2.Extract data from spreadsheet files using conditional logic
- 3.Filter and merge data to match Pipedrive deal fields
- 4.Create or update Pipedrive deals with synchronized information
Use cases
- Automatically push customer lists from Google Sheets to Pipedrive sales pipeline
- Update deal status and details when files are modified in Drive
Requirements
- Active Google account with Drive access permissions
- Pipedrive account with API credentials configured
- Well-structured spreadsheets stored in Google Drive
Service Value
Ready-made workflow template for automation delivery and service execution.
Apps Used
Google Drive
Spreadsheet File
Pipedrive
Details
Trigger
Automatic trigger
Nodes
12
Apps
3
Views
121
Downloads
73
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (12)
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Google Drive Trigger
Google Drive Trigger
Google Drive
Google Drive
Spreadsheet File
Spreadsheet File
Pipedrive
Pipedrive
Pipedrive1
Pipedrive
IF
If
Merge
Merge
Set
Set
Create Organization
Pipedrive
Create Person
Pipedrive
Create Lead
Pipedrive
Create Note
Pipedrive