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Sync Webflow form leads to Pipedrive with Discord and Gmail notifications

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Created by: Growth AI || growthai
Growth AI

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Last update 4 hours ago

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Who it's for

This workflow is for sales and marketing teams using Webflow as their primary lead capture tool and Pipedrive as their CRM. It automates the entire lead intake process, from form submission to CRM entry and team notification, eliminating manual data entry.

How it works

  1. A Webflow form submission triggers the workflow and captures lead fields (name, company, email, phone, website URL, message).
  2. Key fields are mapped and phone numbers are cleaned and formatted with the correct international dial code using a custom code node.
  3. The workflow searches Pipedrive for an existing organization matching the company name. If none is found, a new one is created. Results are aggregated.
  4. It then searches for the contact person by name. If found, their record is updated; if not, a new person is created and linked to the organization.
  5. A new lead is created in Pipedrive associating the person and organization.
  6. In parallel: a Discord message notifies the team, a Gmail confirmation email is sent to the lead, and — if a website URL was provided — the organization's URL field in Pipedrive is updated.

How to set up

  • [ ] Connect your Webflow OAuth2 credentials and configure the Form Trigger with the correct site
  • [ ] Add Pipedrive API credentials to all Pipedrive nodes
  • [ ] Add Discord Bot credentials and set the target server and channel in the Notify Team on Discord node
  • [ ] Add Gmail OAuth2 credentials and adjust the email subject and body in Send Confirmation Email
  • [ ] Review the Format Phone Numbers code node to confirm the country detection logic matches your audience
  • [ ] Adjust the Filter Valid Organization URL conditions if needed

Requirements

  • Webflow account with a published form
  • Pipedrive CRM account
  • Discord server with a bot token
  • Gmail account with OAuth2 access

How to customize

  • Extend the Set Contact Fields node to map additional Webflow form fields into Pipedrive custom properties.
  • Replace the Gmail node with a SendGrid or SMTP node to use a transactional email service instead.
  • Add a Slack node alongside or instead of Discord for team notifications if your team uses Slack.