🤝 Sync contacts, consent, and segments between KlickTipp and Pipedrive

⚡ 2 views · 🤝 CRM & Sales Operations

Description

Pipedrive to KlickTipp Integration.png

Community Node Disclaimer

This workflow uses KlickTipp community nodes, available for self-hosted n8n instances only.

Who’s it for

Sales and marketing teams using Pipedrive (Persons) and KlickTipp who want a reliable two-way sync for:

This workflow is ideal if you want to avoid CSV imports, prevent manual updates, and ensure that changes in either platform are reflected in the other — including deletes and consent changes.

How it works

This workflow creates a complete two-way synchronization between KlickTipp and Pipedrive (Persons).
Whenever a Person is created, updated, unsubscribed, segmented, or deleted in either system, the workflow mirrors these changes across both platforms — so your CRM and email marketing database always stay aligned.

It is designed for near real-time syncing of contact data, consent state, and segmentation (Tags ↔ Labels), without manual work.

KlickTipp → Pipedrive

Triggered by KlickTipp webhooks / activation tag events via “Contact tagged in KlickTipp”:

  1. Fetch contact details in KlickTipp (Get contact data for tagging) to access tags and custom fields.
  2. Route by contact state (Check subscription):
    • Person does not exist (no stored Pipedrive ID in KlickTipp) and contact is not Unsubscribed → Create a person in Pipedrive.
    • Person exists and contact is not Unsubscribed → Update a person in Pipedrive.
    • Person exists → unsubscribe → Update a person and set marketing_status = unsubscribed.
  3. Write the Pipedrive Person ID back to KlickTipp (Add Pipedrive Person ID to KlickTipp contact) to permanently link both records.
  4. Sync consent status:
    • KlickTipp status = Subscribed → Pipedrive marketing_status = subscribed
    • Otherwise → marketing_status = no_consent
  5. Sync birthday safely (timezone-aware):
    • KlickTipp birthday is stored as Unix seconds and converted to YYYY-MM-DD using Europe/Berlin timezone to avoid CET/CEST shifts.
  6. Segmentation: KlickTipp Tags → Pipedrive Labels:
    • Reads KlickTipp tags (Check relevant segment) and assigns Pipedrive label IDs via PATCH:
      • Tag 14054258 → Label 14 (Customer)
      • Tag 14054294 → Label 27 (ABC)

Pipedrive → KlickTipp

Triggered by the Pipedrive Person webhook via “Changes in Pipedrive”:

  1. Fetch the current marketing status (Get marketing status) to decide which consent action to apply in KlickTipp.
  2. Route by sync scenario (Check subscription1):
    • Single Opt-In
      If no linked KlickTipp ID exists yet and status is not unsubscribed → create contact in KlickTipp via SOI (Create contact with SOI).
    • Form submission → DOI
      If change_source = api → create contact in KlickTipp via DOI (Create contact with DOI).
    • Update only
      If linked KlickTipp ID exists and status is not unsubscribed → update the existing KlickTipp subscriber (Update contact changes in KlickTipp).
    • Unsubscribe and update
      If linked KlickTipp ID exists and status is unsubscribed → unsubscribe the contact (Unsubscribe contact) and then update core fields (Update contact changes in KlickTipp1).
    • Contact deletion
      If action is delete → delete the KlickTipp contact using the previous email (Delete contact) to remain safe even if the email changed before deletion.
  3. UI-only filtering for SOI path
    • Filter non UI events and deletions ensures the SOI create path processes only UI-driven events (change_source = app) and ignores deletions.
  4. Sync birthday safely (no day shifting)
    • Reads Pipedrive birthday as YYYY-MM-DD from a custom field and converts it to Unix seconds using "T00:00:00Z" to prevent timezone-related day shifts.
  5. Segmentation: Pipedrive Labels → KlickTipp Tags
    • Reads label_ids from Pipedrive (supports array or comma-separated string), normalizes them, then applies tags in KlickTipp (Check relevant segment2):
      • Label 14 (Customer) → Tag 14054258
      • Label 27 (ABC) → Tag 14054294

GDPR Deletion Requests (KlickTipp → Pipedrive)

Triggered by “Contact deletion request triggered” (when a recipient clicks the data deletion link in an email):

This ensures full GDPR-compliant data removal across both systems.

How to set up

  1. Install the KlickTipp community node in your self-hosted n8n instance.
  2. Create credentials in n8n for:
    • KlickTipp API
    • Pipedrive API (token or OAuth)
  3. In KlickTipp, create a custom field to store the Pipedrive reference:
    • Example used here: Pipedrive | Person ID (mapped as field227685)
  4. In Pipedrive (Person), create custom fields to store:
    • KlickTipp Contact ID (stored via Pipedrive custom properties)
    • Birthday (optional, if you want birthday sync)
  5. Configure your segmentation mapping:
    • Ensure Pipedrive Labels exist and note their IDs (e.g. 14 = Customer, 27 = ABC)
    • Ensure KlickTipp Tags exist and note their IDs (e.g. 14054258, 14054294)
  6. Test both directions:
    • Add a tag in KlickTipp → confirm the Person is created/updated in Pipedrive and labels are assigned.
    • Update a Person in Pipedrive → confirm the subscriber is created/updated/unsubscribed in KlickTipp accordingly.
  7. Activate the workflow.

đź’ˇ Pro Tip: Start testing with a single contact and one label/tag mapping first, then expand to more fields and segments.

Requirements

How to customize

đź”— Nodes Used

HTTP Request, Pipedrive, Pipedrive Trigger, Filter

đź“Ą Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup