Upload leads from a CSV file to Pipedrive CRM

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

This workflow gets leads' contacts from a CSV file and adds it to the Pipedrive CRM by creating an organization and a person. The CSV file in this workflow serves as a universal connector allowing ...

Best for

CRM automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.googledrivetrigger, n8n-nodes-base.googledrive, n8n-nodes-base.spreadsheetfile, n8n-nodes-base.pipedrive, n8n-nodes-base.if, n8n-nodes-base.merge, n8n-nodes-base.set

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by n8n Team.

Original n8n.io source

1.1 Workflow description

Title: Upload leads from a CSV file to Pipedrive CRM
Workflow name: Upload leads from a CSV file to Pipedrive CRM

Prerequisites

Google account and Google credentials
Pipedrive account and Pipedrive credentials

How it works

The Google Drive Trigger node starts the workflow when a new CSV file is uploaded to a specific folder in Google Drive.
Google Drive node downloads the CSV file.
Spreadsheet File node reads data from the CSV file and sends the output to the Merge node. This Spreadsheet File's output becomes the input 1 for the Merge node.
Meanwhile, the Pipedrive node gets the same list of contacts from the CSV file.
IF node checks if Pipedrive has these contacts already created previously and sends the checked results to the Merge node. These results arrive at the Merge node as input 2.
Merge node compares two inputs via email and removes the matches.
Pipedrive node creates new contacts based on the data provided by the Merge node with necessary details such as organization and notes.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Google Drive Trigger

Type / Role: n8n-nodes-base.googleDriveTrigger - googleDriveTrigger
Config choices: Version 1

Block 2 - Google Drive

Type / Role: n8n-nodes-base.googleDrive - googleDrive
Config choices: Version 2

Block 3 - Spreadsheet File

Type / Role: n8n-nodes-base.spreadsheetFile - spreadsheetFile
Config choices: Version 1

Block 4 - Pipedrive

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 5 - Pipedrive1

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 6 - IF

Type / Role: n8n-nodes-base.if - if
Config choices: Version 1

Block 7 - Merge

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 1

Block 8 - Set

Type / Role: n8n-nodes-base.set - set
Config choices: Version 1

Block 9 - Create Organization

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 10 - Create Person

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 11 - Create Lead

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 12 - Create Note

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

3. Summary Table

Workflow	Upload leads from a CSV file to Pipedrive CRM
Complexity	intermediate
Nodes	12
Categories	CRM
Author	n8n Team
Published	09 Sept 2022

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/1787/1787.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows

Frequently asked questions

What does Upload leads from a CSV file to Pipedrive CRM do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM use case.

n8n Team

90 workflows

Nodes

n8n-nodes-base.googledrivetrigger n8n-nodes-base.googledrive n8n-nodes-base.spreadsheetfile n8n-nodes-base.pipedrive n8n-nodes-base.if n8n-nodes-base.merge n8n-nodes-base.set

Complexity

intermediate

Published 09 Sept 2022

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/1787/1787.json

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Upload leads from a CSV file to Pipedrive CRM

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Prerequisites

How it works

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Google Drive Trigger

Block 2 - Google Drive

Block 3 - Spreadsheet File

Block 4 - Pipedrive

Block 5 - Pipedrive1

Block 6 - IF

Block 7 - Merge

Block 8 - Set

Block 9 - Create Organization

Block 10 - Create Person

Block 11 - Create Lead

Block 12 - Create Note

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions