Upload leads with custom fields from Typeform to Pipedrive — n8n 工作流

复杂度 触发器7 个节点🤝 Sales👁 1,104 次查看作者:n8n Team

概览

This automated workflow takes a Typeform form, and once it is filled out, it is automatically uploaded as a Lead in Pipedrive. There is an option for custom fields (this workflow works with company size), and leaves notes in the note section based on questions answered.

Prerequisites Typeform account and Typeform credentials and a form for people to fill out Pipedrive account and Pipedrive credentials

Nodes Typeform node gets the data after the survey is completed Set node extracts data from

使用的节点

Pipedrive

工作流预览

Format Typeform inputs to Pipedrive
In this example, we ask for the number of employees at
To map this to Pipedrive, we need the unique item numbe
S
Set
Create Organization
Create Person
Create Lead
Create Note
O
On form completion
M
Map company size
7 nodes6 edges

工作原理

  1. 1

    触发器

    工作流由 触发器 触发器启动。

  2. 2

    处理

    数据流经 7 个节点, connecting code, pipedrive, set。

  3. 3

    输出

    工作流完成自动化并将结果发送到配置的目标。

节点详情 (7)

PI

Pipedrive

pipedrive

#1

如何导入此工作流

  1. 1点击右侧 下载 JSON 按钮保存工作流文件。
  2. 2打开你的 n8n 实例,依次点击 工作流 → 新建 → 从文件导入
  3. 3选择下载的 upload-leads-with-custom-fields-from-typeform-to-pipedrive 文件并点击导入。
  4. 4为每个服务节点配置 凭证(API 密钥、OAuth 等)。
  5. 5点击 测试工作流 验证一切正常,然后激活它。

或直接在 n8n → 从 JSON 导入 中粘贴:

{ "name": "Upload leads with custom fields from Typeform to Pipedrive", "nodes": [...], ...}

集成

codepipedrivesettypeformtrigger

获取此工作流

一键下载并导入

下载 JSON在 n8n.io 上查看
节点7
复杂度medium
触发器trigger
查看次数1,104
分类Sales

创建者

n8n Team

n8n Team

@n8n-team

标签

codepipedrivesettypeformtrigger

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