Website enquiries straight into the CRM
Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
The problem
Enquiries come in through the website form, get read, retyped and eventually entered into the CRM. On Friday afternoon one gets left behind, and the prospect has long since asked somewhere else.
The form sends the data to n8n via webhook.
n8n cleans up phone numbers and email addresses and checks required fields.
Pipedrive is searched to see whether the person or company already exists. If so, the record is updated rather than duplicated.
A deal is created in the “New enquiry” stage, assigned by rules, for example by service or postcode.
The prospect receives a personal confirmation, and sales gets a short message.
What matters when building it
A workflow is only finished once the special cases have been considered. These are the typical pitfalls, and this is how we solve them.
- Duplicate contactsBefore anything is created, the email address and company name are searched.
- SpamA spam filter and an invisible check field keep bots out before anything reaches the CRM.
- Pipedrive unavailableThe workflow retries automatically and only alerts you if that fails.
You might also be interested in
- Pipedrive
- n8n
- AI
- Pipedrive
Enrich new contacts automatically
Industry, website and size are added before sales picks up the phone.
- Pipedrive
- n8n
- Template
Create a quote straight from the deal
One click in Pipedrive, and the quote is ready as a PDF.
- Schedule
- Pipedrive
- AI
- Sales
Follow up automatically when a deal stalls
No enquiry gets forgotten any more.
The time given is a typical guide. What is possible for you, we clarify in the initial call.
