🤝 Route client intake and bookings via Pipedrive, Slack, Gmail, Cal.com and ClickUp
⚡ 11 views · 🤝 CRM & Sales Operations
Description
Quick overview
This workflow captures new client inquiries via an n8n form, logs them to an n8n data table, creates or updates a lead in Pipedrive, notifies a Slack channel, and emails a Cal.com booking link; when Cal.com confirms a booking, it creates a ClickUp onboarding project and posts a Slack confirmation.
How it works
- Receives a new client inquiry through an n8n Form trigger.
- Stores the raw submission in an n8n Data Table and normalizes fields like name, email, and budget.
- Searches Pipedrive for an existing person by email and creates the person if no match is found.
- Creates a new deal in Pipedrive for the inquiry and posts a formatted lead alert to Slack.
- Sends the inquirer a Gmail message with your Cal.com discovery-call booking link.
- Receives a Cal.com “booking created” webhook, normalizes booking details, and searches Pipedrive for the attendee by email.
- Creates a ClickUp onboarding project containing the booking details and posts a “call booked” confirmation to Slack.
Setup
- Connect credentials for Pipedrive (API token), Slack, Gmail, and ClickUp (OAuth2).
- Select or create an n8n Data Table and ensure it has columns for full_name, email, company, need, budget, source, and submitted_at.
- Update the Slack channel and replace the Pipedrive URL domain in the Slack “Open deal in Pipedrive” button with your Pipedrive subdomain.
- Replace the Cal.com booking link and sender details in the Gmail email template.
- Copy the Cal.com webhook URL from the workflow and register it in Cal.com for the “Booking Created” event.
🔗 Nodes Used
Pipedrive, Slack, Webhook, ClickUp, Gmail, n8n Form Trigger
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File