Merge node
Pipedrive node
+3

Upload leads from a CSV file to Pipedrive CRM

Published 2 years ago

Created by

n8n-team
n8n Team

Template description

This workflow gets leads' contacts from a CSV file and adds it to the Pipedrive CRM by creating an organization and a person. The CSV file in this workflow serves as a universal connector allowing you to export contacts from any platform like LinkedIn, Facebook, etc.

Prerequisites

How it works

  1. The Google Drive Trigger node starts the workflow when a new CSV file is uploaded to a specific folder in Google Drive.
  2. Google Drive node downloads the CSV file.
  3. Spreadsheet File node reads data from the CSV file and sends the output to the Merge node. This Spreadsheet File's output becomes the input 1 for the Merge node.
  4. Meanwhile, the Pipedrive node gets the same list of contacts from the CSV file.
  5. IF node checks if Pipedrive has these contacts already created previously and sends the checked results to the Merge node. These results arrive at the Merge node as input 2.
  6. Merge node compares two inputs via email and removes the matches.
  7. Pipedrive node creates new contacts based on the data provided by the Merge node with necessary details such as organization and notes.

Share Template

More Sales workflow templates

Google Sheets node
HTTP Request node
Merge node
+4

OpenAI GPT-3: Company Enrichment from website content

Enrich your company lists with OpenAI GPT-3 ↓ You’ll get valuable information such as: Market (B2B or B2C) Industry Target Audience Value Proposition This will help you to: add more personalization to your outreach make informed decisions about which accounts to target I've made the process easy with an n8n workflow. Here is what it does: Retrieve website URLs from Google Sheets Extract the content for each website Analyze it with GPT-3 Update Google Sheets with GPT-3 data
lempire
Lucas Perret
Google Sheets node
HTTP Request node
Microsoft Excel 365 node
Gmail node
+5

Automated Web Scraping: email a CSV, save to Google Sheets & Microsoft Excel

How it works: The workflow starts by sending a request to a website to retrieve its HTML content. It then parses the HTML extracting the relevant information The extracted data is storted and converted into a CSV file. The CSV file is attached to an email and sent to your specified address. The data is simultaneously saved to both Google Sheets and Microsoft Excel for further analysis or use. Set-up steps: Change the website to scrape in the "Fetch website content" node Configure Microsoft Azure credentials with Microsoft Graph permissions (required for the Save to Microsoft Excel 365 node) Configure Google Cloud credentials with access to Google Drive, Google Sheets and Gmail APIs (the latter is required for the Send CSV via e-mail node).
mihailtd
Mihai Farcas
HTTP Request node
WhatsApp Business Cloud node
+10

Building Your First WhatsApp Chatbot

This n8n template builds a simple WhatsApp chabot acting as a Sales Agent. The Agent is backed by a product catalog vector store to better answer user's questions. This template is intended to help introduce n8n users interested in building with WhatsApp. How it works This template is in 2 parts: creating the product catalog vector store and building the WhatsApp AI chatbot. A product brochure is imported via HTTP request node and its text contents extracted. The text contents are then uploaded to the in-memory vector store to build a knowledgebase for the chatbot. A WhatsApp trigger is used to capture messages from customers where non-text messages are filtered out. The customer's message is sent to the AI Agent which queries the product catalogue using the vector store tool. The Agent's response is sent back to the user via the WhatsApp node. How to use Once you've setup and configured your WhatsApp account and credentials First, populate the vector store by clicking the "Test Workflow" button. Next, activate the workflow to enable the WhatsApp chatbot. Message your designated WhatsApp number and you should receive a message from the AI sales agent. Tweak datasource and behaviour as required. Requirements WhatsApp Business Account OpenAI for LLM Customising this workflow Upgrade the vector store to Qdrant for persistance and production use-cases. Handle different WhatsApp message types for a more rich and engaging experience for customers.
jimleuk
Jimleuk
Google Sheets node
Merge node
+7

AI web researcher for sales

Who is this for? This workflow is for all sales reps and lead generation manager who need to prepare their prospecting activities, and find relevant information to personalize their outreach. Use Case This workflow allows you to do account research with the web using AI. It has the potential to replace manual work done by sales rep when preparing their prospecting activities by searching complex information available online. What this workflow does The advanced AI module has 2 capabilities: Research Google using SerpAPI Visit and get website content using a sub-workflow From an unstructured input like a domain or a company name. It will return the following properties: domain company Linkedin Url cheapest plan has free trial has entreprise plan has API market (B2B or B2C) The strength of n8n here is that you can adapt this workflow to research whatever information you need. You just have to precise it in the prompt and to precise the output format in the "Strutured Output Parser" module. Detailed instructions + video guide can be found by following this link.
lucasperret
Lucas Perret
Gmail node
Gmail Trigger node
+2

Gmail AI Auto-Responder: Create Draft Replies to incoming emails

This workflow automatically generates draft replies in Gmail. It's designed for anyone who manages a high volume of emails or often face writer's block when crafting responses. Since it doesn't send the generated message directly, you're still in charge of editing and approving emails before they go out. How It Works: Email Trigger: activates when new emails reach the Gmail inbox Assessment: uses OpenAI gpt-4o and a JSON parser to determine if a response is necessary. Reply Generation: crafts a reply with OpenAI GPT-4 Turbo Draft Integration: after converting the text to html, it places the draft into the Gmail thread as a reply to the first message Set Up Overview (~10 minutes): OAuth Configuration (follow n8n instructions here): Setup Google OAuth in Google Cloud console. Make sure to add Gmail API with the modify scope. Add Google OAuth credentials in n8n. Make sure to add the n8n redirect URI to the Google Cloud Console consent screen settings. OpenAI Configuration: add OpenAI API Key in the credentials Tweaking the prompt: edit the system prompt in the "Generate email reply" node to suit your needs Detailed Walkthrough Check out this blog post where I go into more details on how I built this workflow. Reach out to me here if you need help building automations for your business.
nchourrout
Nicolas Chourrout
HTTP Request node
Google Drive node
Google Calendar node
+9

Actioning Your Meeting Next Steps using Transcripts and AI

This n8n workflow demonstrates how you can summarise and automate post-meeting actions from video transcripts fed into an AI Agent. Save time between meetings by allowing AI handle the chores of organising follow-up meetings and invites. How it works This workflow scans for the calendar for client or team meetings which were held online. * Attempts will be made to fetch any recorded transcripts which are then sent to the AI agent. The AI agent summarises and identifies if any follow-on meetings are required. If found, the Agent will use its Calendar Tool to to create the event for the time, date and place for the next meeting as well as add known attendees. Requirements Google Calendar and the ability to fetch Meeting Transcripts (There is a special OAuth permission for this action!) OpenAI account for access to the LLM. Customising the workflow This example only books follow-on meetings but could be extended to generate reports or send emails.
jimleuk
Jimleuk

More Building Blocks workflow templates

Webhook node
Respond to Webhook node

Creating an API endpoint

Task: Create a simple API endpoint using the Webhook and Respond to Webhook nodes Why: You can prototype or replace a backend process with a single workflow Main use cases: Replace backend logic with a workflow
jon-n8n
Jonathan
Customer Datastore (n8n training) node

Very quick quickstart

Want to learn the basics of n8n? Our comprehensive quick quickstart tutorial is here to guide you through the basics of n8n, step by step. Designed with beginners in mind, this tutorial provides a hands-on approach to learning n8n's basic functionalities.
deborah
Deborah
HTTP Request node
Item Lists node

Pulling data from services that n8n doesn’t have a pre-built integration for

You still can use the app in a workflow even if we don’t have a node for that or the existing operation for that. With the HTTP Request node, it is possible to call any API point and use the incoming data in your workflow Main use cases: Connect with apps and services that n8n doesn’t have integration with Web scraping How it works This workflow can be divided into three branches, each serving a distinct purpose: 1.Splitting into Items (HTTP Request - Get Mock Albums): The workflow initiates with a manual trigger (On clicking 'execute'). It performs an HTTP request to retrieve mock albums data from "https://jsonplaceholder.typicode.com/albums." The obtained data is split into items using the Item Lists node, facilitating easier management. 2.Data Scraping (HTTP Request - Get Wikipedia Page and HTML Extract): Another branch of the workflow involves fetching a random Wikipedia page using an HTTP request to "https://en.wikipedia.org/wiki/Special:Random." The HTML Extract node extracts the article title from the fetched Wikipedia page. 3.Handling Pagination (The final branch deals with handling pagination for a GitHub API request): It sends an HTTP request to "https://api.github.com/users/that-one-tom/starred," with parameters like the page number and items per page dynamically set by the Set node. The workflow uses conditions (If - Are we finished?) to check if there are more pages to retrieve and increments the page number accordingly (Set - Increment Page). This process repeats until all pages are fetched, allowing for comprehensive data retrieval.
jon-n8n
Jonathan
Merge node

Joining different datasets

Task: Merge two datasets into one based on matching rules Why: A powerful capability of n8n is to easily branch out the workflow in order to process different datasets. Even more powerful is the ability to join them back together with SQL-like joining logic. Main use cases: Appending data sets Keep only new items Keep only existing items
jon-n8n
Jonathan
GitHub node
HTTP Request node
Merge node
+11

Back Up Your n8n Workflows To Github

This workflow will backup your workflows to Github. It uses the public api to export all of the workflow data using the n8n node. It then loops over the data checks in Github to see if a file exists that uses the workflow name. Once checked it will then update the file on Github if it exists, Create a new file if it doesn't exist and if it's the same it will ignore the file. Config Options repo_owner - Github owner repo_name - Github repository name repo_path - Path within the Github repository >This workflow has been updated to use the n8n node and the code node so requires at least version 0.198.0 of n8n
jon-n8n
Jonathan
Webhook node
Item Lists node
Respond to Webhook node

Convert JSON to an Excel file

Send a simple JSON array via HTTP POST and get an Excel file. The default filename is Export.xlsx. By adding the (optional) request ?filename=xyz you can specify the filename. NOTE: do not forget to change the webhook path!
dickhoning
Dick

Implement complex processes faster with n8n

red icon yellow icon red icon yellow icon