Pipedrive Lead Import & Enrichment

Task

Use @Pipedrive/Search PersonsName it "Pipedrive/Search Persons" and call it with @Pipedrive/Search Persons to check if a lead already exists in your CRM before creating duplicates. For new leads, use @Pipedrive/Add PersonName it "Pipedrive/Add Person" and call it with @Pipedrive/Add Person to create the contact record, @Pipedrive/Get OrganizationName it "Pipedrive/Get Organization" and call it with @Pipedrive/Get Organization to link them to the correct company, @Pipedrive/Create DealName it "Pipedrive/Create Deal" and call it with @Pipedrive/Create Deal to open an initial opportunity, and @Pipedrive/Create NoteName it "Pipedrive/Create Note" and call it with @Pipedrive/Create Note to add onboarding context.

Example: Import a list of 10 leads from a conference, skip any that already exist, and create deals for the rest.

Input

The user will provide either:

1. A single lead with name, email, and company (e.g., "Jane Smith, jane@acmeName it "acme" and call it with @acme.com, Acme Corp")
2. A batch of leads to import (list of names and emails)
3. A CSV-style list with contact details

Example: "Import these leads: Jane Smith jane@acmeName it "acme" and call it with @acme.com Acme Corp, Bob Lee bob@widgetsName it "widgets" and call it with @widgets.io Widgets Inc" or "Add john@exampleName it "example" and call it with @example.com to Pipedrive and create a deal"

Context

Import Process

For each lead:

1. Search Pipedrive by email to check for existing records
2. If found, skip and report as duplicate
3. If new, create person record with available details
4. Look up the organization to link the contact
5. Create a deal in the appropriate pipeline
6. Add a note with import source and any context

Fields to populate:

• Name (first and last)
• Email address
• Phone number (if provided)
• Organization link
• Custom fields (if specified)

Deal Creation

Default deal settings:

• Pipeline: Use the default pipeline unless specified
• Stage: First stage of the pipeline
• Title: "[Person Name] - [Organization]"
• Value: Set if provided, otherwise leave blank

Duplicate Prevention

• Always search by email first (most reliable)
• Also check by name + organization as backup
• If a partial match is found (same name, different email), flag for review
• Never create a duplicate without explicit confirmation

Output

Import Summary:

| Status | Count | |--------|-------| | Created | [X] | | Skipped (duplicate) | [Y] | | Flagged (review needed) | [Z] |

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New Contacts Created:

| Name | Email | Organization | Deal Created | |------|-------|-------------|-------------| | [Jane Smith] | jane@acmeName it "acme" and call it with @acme.com | Acme Corp | Jane Smith - Acme Corp | | [Bob Lee] | bob@widgetsName it "widgets" and call it with @widgets.io | Widgets Inc | Bob Lee - Widgets Inc |

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Duplicates Skipped:

| Name | Email | Existing Record | |------|-------|----------------| | [John Doe] | john@exampleName it "example" and call it with @example.com | Already in Pipedrive (ID: 123) |

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Flagged for Review:

| Name | Email | Issue | |------|-------|-------| | [Jane Smith] | jane2@acmeName it "acme" and call it with @acme.com | Same name as existing contact with different email |

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[X] contacts imported, [Y] deals created, [Z] onboarding notes added.