Overview
The purpose of this workflow is to capture leads from an Excel sheet and use these to create and update persons in Pipedrive.
This workflow is fired every time an Excel sheet is uploaded onto a Tray Form:
Prerequisites
To implement this workflow, you will need the following:
- API credentials for Pipedrive.
- An Excel sheet with the correct column setup. You can use this template to set up your Excel file.
Getting Live
Click 'Use Template' to deploy the template in your chosen Workspace. Then take the following steps to configure the workflow and start submitting leads for processing:
The workflow will then start the process of pulling the leads into Pipedrive.
End Result
Key workflow steps
The following diagram gives a simplified breakdown of the key steps in the workflow:
Standardize
This Object Helpers step transforms the Excel column headers into a standard object with fields in the following format:
First Name --> first_name
Last Name --> last_name
Lead Source --> lead_source
etc.
For each lead we will then have a simple object which can be easily accessed by later Pipedrive steps using jsonpaths such as $.steps.object-helpers-1.result.first_name:
Email validation
The lead’s email address is validated for the appropriate user@domain.com format:
Create / Update persons
A search is made for an existing person in Pipedrive using the lead’s email address as the unique identifier.
If a Pipedrive person does exist, the person record is updated.
If a Pipedrive person does not exist, a new person record is created.