Technical task: Automatic transfer of leads from Email to Pipedrive via n8n
1) Goal
Set up automation in n8n so that all leads coming to 2 email addresses are automatically added to Pipedrive.
Lead sources:
Google Local Services Ads (LSA)
Website
Thumbtack
Yelp
Angi
2) Input Data
There are 2 mailboxes that receive leads from different platforms.
The format of emails from different sources may vary.
3) Systems
n8n — processing and logic
Email (Gmail / Google Workspace or IMAP)
Pipedrive — CRM
4) Functional Requirements
4.1 Receiving Emails
n8n monitors new emails in the two mailboxes.
Only emails with leads are processed (filtered by sender or subject).
4.2 Creating a Lead in Pipedrive
From the email (if present in the email) extract:
client's name
phone
email
text of the inquiry
lead source (LSA / Google Maps / Website / Thumbtack / Yelp / Angi)
as much information as possible
if there is minimal information, extract the maximum. Example - Lead Thumbtack Chicago
4.3 Source
Source is determined automatically by:
email sender
email subject
message template
If the source is not determined — it is set to Unknown.
4.4 Anti-Duplicates
One email = one lead.
Reprocessing the same email is not allowed.
If the lead is new - a client card should be created and marked as a new lead
If the lead is existing - add information to their card specifically in Note
4.5 Logging
Logged:
processed emails
created / updated leads
errors
5) Result
After setup:
all leads from email automatically appear in Pipedrive
each lead has a correct Source
duplicates are not created
6) Handover and Support
Working n8n workflows
Brief documentation
Support after launch — 7 days
-
Hello, Anna!
I hold 1st place on the platform and specialize in developing chatbots and automations for business processes. I work with services like n8n/Make.com.
Recently, I implemented a project that is 1 to 1 in functionality with yours. I am attaching the case.
https://freelancehunt.com/project/automation-leads-yelp-thumbtack/1539498.html
You can familiarize yourself with similar works in my portfolio:Freelancehunt
Feel free to reach out, I would be happy to discuss your project in more detail.
-
196 Hello!
I have practical experience in building automations in n8n with Gmail/IMAP and Pipedrive integrations. I can implement lead parsing from various sources with different email formats, logic for determining the Source, anti-duplicates (email/phone/letter = lead), as well as logging and error handling.
I am ready to set up a stable workflow, prepare documentation, and support the launch. I would be happy to discuss the details.
-
3858 11 0 Hello! Your technical task is completely clear to me. I specialize in developing complex workflows in n8n and automating data collection from various sources.
How I will implement your project:
Reliable monitoring: I will set up tracking for both mailboxes and filter only the target emails.
AI data parsing: To process emails from LSA, Yelp, Thumbtack, Angi, and others, I will use an AI node (OpenAI/Gemini). This will allow for 100% accuracy in extracting names, phone numbers, and the content of the request, even if the services change the format of their messages.
Logic in Pipedrive: I will implement a check for duplicates:
…
If the lead is new — we create a client card and a new Lead.
If the client already exists in the database — we add all the information from the email to the notes (Note) in their card.
Auto-detection of the source: The system will automatically tag each lead with the appropriate Source for your analytics.
Logging: I will set up the recording of all successful operations and errors.
I am ready to start discussing the details and reviewing examples of your emails today.
-
1569 17 0 Good day, Anna!
I have experience in developing automations in n8n and I would be happy to bring your project to life. Please write to me in private messages to discuss the details.
You can familiarize yourself with one of my works in n8n here: https://freelancehunt.com/showcase/work/stvorennya-agenta-shi-na-bazi-n8n/1974228.html
-
96691 1276 1 10 Hello. I work with n8n/Node.js. I am ready for collaboration. Please contact me.
-
217 Good day. I am ready to provide a quality solution to your problem, I will execute everything clearly and outline the result for you (what, where, and how it works). All conditions will be met, without lead duplication and with the correct Source for each of them. Contact me for further cooperation.
-
432 1 0 Hello, Anna!
I can set up automation in n8n so that all leads from two email addresses automatically go into Pipedrive, ensuring correct source identification and avoiding duplicates.
What I can do:
1. Set up n8n to track new emails and filter leads;
2. Create or update leads in Pipedrive with maximum information and automatic source identification;
3. Add logging of processed emails, created/updated leads, and errors;
… 4. Provide support after launch for 7 days.
I would be happy to discuss the details for optimal implementation.
-
435 Hello! I am engaged in automations using n8n and I am ready to perform this work for you quickly and clearly. There will be automatic filtering of emails using AI for sorting and transferring to Pipedrive. We can discuss this proposal in more detail.
-
7134 13 0 Just in case, I decided to make a note here, after all, I hope for cooperation)
-
2937 73 4 2 Good day! I have some experience with setting up n8n and automating processes!!! Contact me, I will do it well!!!!!!
-
2065 32 0 This is a clear and understandable technical task. I can implement this workflow in n8n taking into account all the nuances of parsing and Pipedrive logic.
My implementation plan:
Data collection: Setting up Google Sheets/Gmail Trigger to monitor both inboxes in real-time.
Intelligent parsing: Using regular expressions (Regex) or AI module (if needed) for accurate data extraction (Name, Phone, Email) from various templates (LSA, Yelp, Angi, etc.).
Source logic: Automatic classification of the source based on the metadata of the email.
… Duplicate management: Checking for the presence of the contact in Pipedrive via API. If found — adding a Note, if not — creating a Person + Lead/Deal.
Logging: Creating a separate table or Google Sheet to monitor processing statuses and errors.
Current freelance projects in the category Databases & SQL
It is necessary to check the scripts and update the data in the Postgres database.It is necessary to correct the SQL scripts for the Postgres database. It is required to check the scripts and update data from external Excel tables and between two Postgres databases (different servers). Scripts will be run through AnyDesk using Navicat. List of data for… Databases & SQL ∙ 1 day 7 hours back ∙ 18 proposals |
Need an Airtable architect to build a relational schema and a new clean Airtable base.Need help rethinking and building a clean relational schema for an internal operational system on Airtable. The current database is already in use by the team, but it has grown organically: the structure is partially flat, some tables/views are actively used, while others are… Databases & SQL, Desktop Apps ∙ 2 days back ∙ 9 proposals |
Basketball Coaching Education Platform + Custom CMSBasketball Coaching Education Platform + Custom CMSProject Overview We are looking for an experienced web development team or full-stack developer to build a modern basketball coaching education platform. The website will provide basketball coaches with access to educational… Databases & SQL, Web Programming ∙ 2 days 18 hours back ∙ 88 proposals |
Integration of Viber in 8.3
223 USD
Need Viber integration into own CRM (1C 8.3)About the Company The company "Domofon System" is engaged in the installation and maintenance of intercom systems. Base of over 40,000 subscribers. We work on our own customized system based on 1C 8.3. We are looking for a specialist… Databases & SQL, Bot Development ∙ 2 days 21 hours back ∙ 16 proposals |
Refinement of 1C UT 11 for Zebra TSD (RDP): different sound signals when scanning
22 USD
Configuration: 1C UT 11 Address warehouse Zebra TC26 TSD Work via RDP Product scanning is performed in receiving, placement, picking documents, and other warehouse operations. Current problem: Warehouse workers operate through the Zebra TSD. When scanning, they do not always… C#, Databases & SQL ∙ 4 days 19 hours back ∙ 6 proposals |