10 Best n8n Workflow Templates Using Pipedrive

These ten n8n templates revolutionize your sales process by connecting Pipedrive with other services for seamless lead management, deal tracking, and customer communication. From automatic lead qualification to follow-up reminders and sales performance reporting, these ready-to-use templates help you implement powerful CRM automations without complex integration work.

By implementing these Pipedrive workflow templates, you’ll close more deals, reduce manual data entry, and maintain more consistent communication with prospects throughout the sales cycle. These automations handle the administrative aspects of sales management, allowing your team to focus on building relationships and addressing customer needs rather than updating CRM records.

Top 10 Pipedrive Workflows in n8n

1. Automate Ticket Assignment Between Zendesk and Pipedrive

This workflow automatically transfers Zendesk tickets to Pipedrive contacts, assigning related tasks to ensure seamless integration between support and sales processes. It is crafted for customer support teams and sales professionals aiming to improve efficiency and coordination in handling customer interactions.

• Complexity: Intermediate
• Required Integrations/Nodes: Zendesk, Pipedrive, WhatsApp, Google Sheets, HTTP Request, Merge, Microsoft Excel, Gmail
• Best For: Integrating support and sales processes to automate follow-ups and manage customer relationships more effectively

2. Stripe Payment and Customer Data Sync to Pipedrive

This workflow automatically synchronizes Stripe payment data with customer profiles in Pipedrive, ensuring your team always has the most current financial and customer information. It’s designed for sales teams, finance departments, and small to medium-sized businesses seeking a seamless, error-reducing integration between payment systems and CRM tools.

• Complexity: Intermediate
• Required Integrations/Nodes: Pipedrive, Merge, HTTP Request, WhatsApp, Google Sheets, Microsoft Excel, Gmail
• Best For: Integrating payment systems with CRM tools to provide real-time, accurate financial and customer insights.

3. Automate Deal Creation in Pipedrive Using n8n

This workflow automates the creation of deals in Pipedrive by connecting your sales pipeline with tools like Google Sheets and WhatsApp, ensuring a smooth and efficient process. It’s designed for sales professionals and CRM managers looking to streamline their operations and improve consistency in tracking deals.

• Complexity: Intermediate
• Required Integrations/Nodes: Pipedrive, HTTP Request, WhatsApp, Google Sheets, Merge, Microsoft Excel, Gmail
• Best For: Automating sales processes to keep pipelines updated and improve task management.

4. Automate Lead Qualification in Pipedrive Using AI

This workflow leverages AI-powered analysis to automatically sift through responses from your cold email campaigns, qualifying leads based on their interest in scheduling a meeting and then creating corresponding deals in Pipedrive. It is ideal for sales teams, marketers, and business owners looking to streamline their lead qualification process through integrated automation.

• Complexity: Intermediate
• Required Integrations/Nodes: Pipedrive, Webhook, AI analysis, multiple email inboxes
• Best For: Automating lead qualification for cold email outreach campaigns

5. Synchronize Zendesk Tickets with Pipedrive Contact Owners

This workflow automatically synchronizes Zendesk support tickets with Pipedrive contact owners, making it ideal for businesses where customer support and sales teams need to stay updated without manual intervention. It ensures that critical customer data is consistent and current, boosting collaboration between departments.

• Complexity: Intermediate
• Required Integrations/Nodes: Zendesk, Pipedrive, WhatsApp, Google Sheets, HTTP Request, Merge, Microsoft Excel, Gmail
• Best For: Synchronizing customer information between support and sales teams to streamline communication and improve data accuracy

6. Sync Pipedrive Deals with Stripe Customers Automatically

This workflow automatically transfers closed deals from Pipedrive to Stripe, turning them into new customers and eliminating the need for manual data entry. It’s designed for Sales Teams and Billing Administrators in small to medium enterprises, ensuring seamless integration and up-to-date financial records.

• Complexity: Intermediate
• Required Integrations/Nodes: HTTP Request, Merge, Pipedrive, WhatsApp, Google Sheets, Microsoft Excel, Gmail
• Best For: Streamlining customer onboarding from CRM to payment processing systems

7. Enrich and Prioritize Leads in Pipedrive with Slack Alerts

This workflow automatically enriches new leads in your Pipedrive CRM with data from Clearbit and sends instant alerts via Slack to notify your team about high-quality prospects. It’s designed for sales teams, CRM managers, and marketing professionals looking to streamline lead management and prioritize opportunities without manual effort.

• Complexity: Intermediate
• Required Integrations/Nodes: Pipedrive, Clearbit, Slack, HTTP Request, Todoist
• Best For: Automating lead enrichment and rapid notification of high-quality prospects

8. Automate Lead Verification and Data Enrichment System Using Hunter, Clearbit, and Pipedrive

This workflow automates the verification and enrichment of online form submissions by leveraging Hunter.io and Clearbit, then seamlessly pushes the enhanced lead data into your Pipedrive CRM. It’s designed for sales teams and marketing professionals who want to improve lead quality and streamline their CRM processes.

The primary use case is to automate and optimize the lead management process by ensuring high-quality, enriched leads flow directly into your CRM for timely follow-up.

• Complexity: Intermediate
• Required Integrations/Nodes: Hunter.io, Clearbit, Pipedrive, HubSpot, Calendly, HTTP Request, WhatsApp, Google Sheets, Merge, Microsoft Excel, Gmail
• Best For: Automating lead verification, enrichment, and CRM integration to enhance lead quality and efficiency

9. Transfer Typeform Leads to Pipedrive with Custom Fields

This workflow seamlessly transfers lead data captured from Typeform submissions into Pipedrive, automatically enriching each lead with custom fields like company size and detailed notes. It’s ideally designed for sales and marketing teams in small to medium-sized businesses seeking to streamline and enhance their CRM processes.

• Complexity: Intermediate
• Required Integrations/Nodes: Typeform (via Webhook), Pipedrive, and nodes for handling custom data merges
• Best For: Streamlining the integration of lead generation and CRM management to improve sales pipeline efficiency

10. WordPress to Pipedrive Integration for Contact and Lead Management

This workflow effortlessly transfers contact requests from your WordPress site into Pipedrive, streamlining lead management for your team. Designed for sales professionals, marketing experts, and website administrators, it minimizes manual tasks while ensuring seamless lead tracking and follow-up.

• Complexity: Intermediate
• Required Integrations/Nodes: Agile CRM, Merge, HTTP Request, WhatsApp, Google Sheets, Microsoft Excel, Gmail
• Best For: Automating and streamlining the lead capture process from a WordPress site into a CRM system

Wrap up

Ready to transform your sales process? Get started with n8n today, import these templates with a single click, and watch as your sales team becomes more efficient, your pipeline stays updated automatically, and your customer relationships improve through consistent, timely engagement.