Export leads from an Excel file to Pipedrive

Workflow

Revops

Intermediate

Use Template

This is a 'Workflow' template which means that it is a single standalone workflow.

Some workflow templates can be modified to work with other workflow templates - e.g. to convert a data sync between two services from uni-directional to bi-directional

Overview

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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

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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

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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

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Key workflow steps

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The following diagram gives a simplified breakdown of the key steps in the workflow:

Standardize

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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

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The lead’s email address is validated for the appropriate user@domain.com format:

Create / Update persons

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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.