Two way sync Pipedrive and MySQL
This workflow automates a two way sync of customer data between Pipedrive and MySQL. It will create new records in one source if it only exists in the other. Where matching records have different data for name, phone number or email address, it will sync the most recently updated version.
n8n Workflow: Two-Way Sync Pipedrive and MySQL
This n8n workflow provides a robust framework for synchronizing data between Pipedrive and a MySQL database. It uses a scheduled trigger to periodically compare datasets and identify changes, allowing for a two-way synchronization approach.
What it does
This workflow is designed to facilitate data consistency between Pipedrive and MySQL by:
- Periodically Triggering: The workflow is initiated on a schedule, ensuring regular synchronization checks.
- Comparing Datasets: It compares data from two sources (implied to be Pipedrive and MySQL, though specific read operations are not detailed in the provided JSON).
- Conditional Logic: It uses an "If" node to apply conditional logic, likely to determine if data needs to be updated in Pipedrive or MySQL based on the comparison.
- Data Transformation: Utilizes "Edit Fields (Set)" and "Date & Time" nodes, suggesting data manipulation and formatting before updates.
- Pipedrive Interaction: Includes a Pipedrive node, indicating operations such as creating, updating, or retrieving data in Pipedrive.
- MySQL Interaction: Includes a MySQL node, indicating operations such as inserting, updating, or querying data in the MySQL database.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running n8n instance.
- Pipedrive Account: With API access and necessary credentials configured in n8n.
- MySQL Database: Access to a MySQL database with appropriate credentials configured in n8n.
Setup/Usage
- Import the workflow: Import the provided JSON into your n8n instance.
- Configure Credentials:
- Set up your Pipedrive API credentials in n8n.
- Set up your MySQL database credentials in n8n.
- Customize Nodes:
- Schedule Trigger: Adjust the schedule frequency to your needs (e.g., every 15 minutes, hourly).
- Pipedrive Node: Configure the specific Pipedrive operations (e.g., "Get All Deals", "Update Person", "Create Organization") and map the fields according to your Pipedrive setup.
- MySQL Node: Configure the specific MySQL operations (e.g., "Select", "Insert", "Update") and define your table and column mappings.
- Compare Datasets: Configure the key fields for comparison between Pipedrive and MySQL data to identify new or updated records.
- If Node: Define the conditions for routing data based on the comparison results (e.g., if a record exists in Pipedrive but not MySQL, create it in MySQL).
- Edit Fields (Set) and Date & Time: Adjust any data transformations or date formatting as required for consistency between the two systems.
- Activate the workflow: Once configured, activate the workflow to start the scheduled synchronization.
Related Templates
Force AI to use a specific output format
This workflow is for anyone looking to automatically fetch, validate, and parse complex language-based queries into a structured format. Its unique capability lies in not only processing language but also fixing invalid outputs before structuring them. Note that to use this template, you need to be on n8n version 1.19.4 or later.
Create Monday item on a new Mautic contact
This workflow creates a new item in a Monday.com board when a new contact is created in Mautic. Additional fields can be added to the workflow to send more data to Monday.com. Prerequisites Monday account and Monday credentials. Mautic account and Mautic credentials. How it works When a new contact is created in Mautic, the workflow creates a new item in the Monday.com board. By default the workflow will send the contact's email address to Monday.com and name the item after the contact's first and last name. Setup This workflow requires that you set up a Monday.com board. To do so, follow the steps below: In Monday.com, create a new item board. In the board, add the following columns: Email (with type "Email") Any other fields you require to the board. If more columns are created, you will need to find out what their ID's are by turning on developer mode as explained in this Monday article. With these new IDs, you can add them to the Create item Monday.com node, this is explained further in the workflow as a sticky note.
Working with Excel spreadsheet files (xls & xlsx)
This workflow will help guide you through obtaining a spreadsheet file, reading it, making a change then saving it to local or cloud storage.