Turn every new spreadsheet in a Drive folder into clean leads in your CRM. Sales and marketing teams can drop a CSV or XLSX and get new organizations, people, leads, and notes created in minutes, with duplicates filtered by email.

The flow starts when a new file appears in a chosen Google Drive folder. The file is downloaded and parsed into rows. Current Pipedrive leads are pulled, then persons linked to those leads are fetched to get their email addresses. Using a merge step, rows from the file are compared with Pipedrive emails and any matching email is removed. The remaining rows are mapped to fields like company, full name, email, and employees. For each new row, an organization is created, then a person tied to that organization with a custom source tag, then a lead with an owner, and finally a note that records company size.

You only need a Google Drive folder and a Pipedrive account with rights to create records. Adjust the owner id and any custom field ids to match your account. Expect faster handoff from marketing lists to sales, cleaner data, and less manual import work. Ideal for paid media exports, event contact lists, or partner lead drops.

• Google Drive event watch checks a specific folder every minute and picks up new files
• Automatic download and parsing of CSV or XLSX rows from the spreadsheet file
• Pipedrive lead list fetch and person lookup to collect existing emails
• Email based deduplication that removes rows already in Pipedrive
• Field mapping for company, full name, email, and employees
• One click creation of organization, person with email and org link, and lead with owner
• Custom source tagging on the person record to track lead origin
• Note added to the lead that records company size for quick context

• Reduce manual CSV imports from 2 hours to 5 minutes
• Automate up to 80% of lead intake work from file uploads
• Improve data accuracy by removing up to 90% of duplicate entries by email
• Connect Google Drive and your CRM with no ongoing manual steps
• Create organizations, people, leads, and notes in one pass

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with Google Drive and Pipedrive. See the Tools Required section above for links to create accounts with these services.
3. Connect Google Drive: Double click the Google Drive Trigger node, open the Credential to connect with menu, click Create new credential, then follow the on screen steps to sign in to your Google account and approve access.
4. Connect Pipedrive: Double click any Pipedrive node, open the Credential to connect with menu, click Create new credential, then follow the on screen steps. If asked for an API key, get it from your Pipedrive settings under Personal preferences and API.
5. Choose the Drive folder: In the Google Drive Trigger node, set the folder to watch to the folder where you will upload lead files. Keep the event type as file created.
6. Prepare your spreadsheet: Include headers named Email address, Company name, First name, Last name, and employees. Save as CSV or XLSX and upload into the watched folder.
7. Check field mapping: Open the Set node and confirm the expressions match your header names. Adjust names if your file uses different headers.
8. Owner and custom fields: In the Create Lead node, replace the owner id with your user id. In the Create Person node, update or remove the custom field id if you do not use that field in Pipedrive.
9. Test the import: Enable the workflow, upload a sample file to the folder, and wait up to one minute. In n8n, open the last execution and confirm organizations, people, leads, and notes were created.
10. Validate deduplication: Add a row with an email that already exists in Pipedrive. Upload the file again and confirm that no new records were created for that email.
11. Troubleshoot file parsing: If rows do not appear, ensure the Spreadsheet File node is reading the correct sheet and your file is CSV or XLSX. Try a small sample file with just two rows.
12. Permissions check: Make sure your Google Drive account has access to the folder and your Pipedrive credential can create organizations, people, leads, and notes.