WordPress to Pipedrive Integration: Automating Contact & Lead Management

This n8n workflow streamlines the process of capturing new contacts or leads from an external source (likely a WordPress form submission or similar event) and integrating them into Pipedrive. It ensures that only valid entries are processed and prevents duplicate entries, maintaining a clean and up-to-date CRM.

What it does

This workflow automates the following steps:

1. Receives Data: It acts as an API endpoint, listening for incoming data from an external source (e.g., a webhook triggered by a WordPress form submission).
2. Validates Data: It checks if the incoming data contains an "email" field. This is crucial for identifying and managing contacts in Pipedrive.
3. Processes Valid Entries: If an email address is present, the workflow proceeds to process the data.
4. Checks for Existing Contacts in Pipedrive: It queries Pipedrive to see if a person with the received email address already exists.
5. Creates or Updates Pipedrive Person:
   • If the person does not exist in Pipedrive, a new person is created using the provided information.
   • If the person already exists, their information is updated (though the current workflow JSON does not explicitly show an update operation, this is a common extension for such a flow).
6. Handles Invalid Entries: If no email address is found in the incoming data, the workflow terminates that branch, preventing incomplete data from being sent to Pipedrive.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• Pipedrive Account: An active Pipedrive account with API access.
• Pipedrive API Key: A Pipedrive API key configured as a credential in n8n.
• External Trigger: An external system (e.g., a WordPress website with a form plugin) configured to send data to the n8n Webhook URL.

Setup/Usage

1. Import the Workflow: Import the provided JSON into your n8n instance.
2. Configure Webhook:
   • Locate the "Webhook" node.
   • Set the "Webhook URL" to "POST".
   • Copy the generated "Webhook URL". This is the endpoint your external system (e.g., WordPress) will send data to.
3. Configure Pipedrive Credentials:
   • Locate the "Pipedrive" node.
   • Click on the "Credential" field and select "Create New".
   • Enter your Pipedrive API Token and save the credential.
4. Configure External System:
   • Set up your WordPress site (or other external system) to send a POST request with contact/lead data (including at least an email field) to the Webhook URL you copied in step 2.
5. Activate the Workflow: Once configured, activate the workflow in n8n.

Now, whenever your external system sends data to the webhook, the workflow will automatically process it and manage your contacts in Pipedrive.