🎣 Vet new Form.io leads with ZeroBounce and sync qualified contacts to Pipedrive

⚡ 21 views · 🎣 Lead Generation & Enrichment

Description

Form.io to Pipedrive: Advanced ZeroBounce Lead Vetting

This workflow automates the transition of new Form.io submissions into Pipedrive, using ZeroBounce for multi-layer validation (Validation + AI Scoring).

Results are also output to Google Sheets for review.

🚀 How it Works

1. ⚡ Trigger & Verification: Activates on new Form.io submissions and first checks if an email address is provided.
   • Email present: Proceeds to credit check and validation
   • Email missing: Customer details are added to Rejected output for review with reason 'Email missing'.
2. 💳 Credit Management: Before each ZeroBounce call, the workflow checks your account for sufficient credits to prevent node failures.
   • Success: Proceeds to Stage 1 (Validation).
   • Failure: Customer details are added to Rejected output for retry with reason 'Not enough credits'.
3. ✔️ Stage 1: Email Validation: Validates the email address with ZeroBounce.
   • Valid: Adds the result to Accepted output and creates a person in Pipedrive.
   • Invalid: Logs to a Google Sheet with the validation results and a reason for rejection for review.
   • Catch-all: Proceeds to Stage 2 (Scoring).
4. 🎯 Stage 2: AI Email Scoring: For “Catch-all” emails, the workflow requests ZeroBounce AI Scoring.
   • High Score (>=9): Syncs to Pipedrive.
   • Medium/Low Score: Suppressed and added to a Google Sheet with the assigned score for review.
5. 📤 Output Results:
   • Accepted: Output validation and scoring results to Accepted and Pipedrive
   • Rejected Output validation and scoring results to Rejected.

💡 Key Benefits

• ✨ Zero-Waste Sync: Only “Valid” or “High-Scoring” leads reach your CRM.
• 🛡️ Credit Safety: Internal checks ensure you never trigger an API call without credits.
• 📊 Detailed Suppressions: Every rejected lead is categorized by reason (e.g. Email Missing, Invalid, Low Score, or Insufficient credits).

🧩 Nodes used in this workflow

• ZeroBounce
• Form.io Trigger
• Pipedrive
• Google Sheets (or alternative e.g. Data Table)

📋 Setup Requirements

• Form.io: Connect via credentials to receive “Form Submission” events.
• ZeroBounce: Connect via API Key. Create one here.
• Pipedrive: Connect via API Key to create/update people for high-quality leads.
• Google Sheets: Connect via OAuth2 to append/update rows in a Google Sheets worksheet. Alternatively, swap these nodes out with any other data storage node e.g. n8n Data Table or Microsoft Excel. The sheets/tables can be created with the headers:
  • Accepted columns: Email,Name,Accepted At,Accepted Reason,ZB Status,ZB Sub Status,ZB Free Email,ZB Did You Mean,ZB Account,ZB Domain,ZB Domain Age Days,ZB SMTP Provider,ZB MX Found,ZB MX Record,ZB Score
  • Rejected columns Email,Name,Rejected At,Rejected Reason,ZB Status,ZB Sub Status,ZB Free Email,ZB Did You Mean,ZB Account,ZB Domain,ZB Domain Age Days,ZB SMTP Provider,ZB MX Found,ZB MX Record,ZB Score

🔗 Nodes Used

Google Sheets, Pipedrive, Form.io Trigger

📥 Import

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

📖 Importing guide · 🔑 Credential setup