Google Drive File Automation Workflow

This workflow is ideal for:

• Sales Teams: Professionals who need to manage leads and contacts efficiently.
• Marketing Teams: Those who want to automate lead collection from Google Drive spreadsheets.
• Business Analysts: Individuals who analyze data from Google Drive and Pipedrive for insights.
• Small to Medium Enterprises (SMEs): Businesses looking to streamline their lead management processes without extensive technical knowledge.

This workflow addresses the challenge of manually managing leads from Google Drive spreadsheets and integrating them into Pipedrive, ensuring that no lead is overlooked and automating the process of creating organizations and contacts. It saves time and reduces the risk of errors associated with manual data entry.

1. Trigger: The workflow starts with a Google Drive Trigger that activates whenever a new file is created in a specified folder.
2. File Download: The newly created file is downloaded from Google Drive for processing.
3. Spreadsheet Processing: The downloaded file is processed using the Spreadsheet File node to extract relevant data.
4. Pipedrive Integration: The workflow retrieves existing leads from Pipedrive to check for duplicates.
5. Conditional Logic: An IF node evaluates whether the person ID from the spreadsheet is greater than a specific value, determining the next steps.
6. Data Merging: Relevant data from the spreadsheet is merged to remove duplicates and prepare for Pipedrive.
7. Data Setting: The workflow sets values for company name, full name, email, and employee count for further processing.
8. Organization Creation: A new organization is created in Pipedrive using the company name extracted from the spreadsheet.
9. Person Creation: A new person is added to Pipedrive associated with the newly created organization.
10. Lead Creation: A lead is created in Pipedrive linked to the organization and the person.
11. Note Creation: A note is added to the lead detailing the company size for future reference.