🎣 Validate and reconcile CRM lead CSV imports with built-in tools
⚡ 1 views · 🎣 Lead Generation & Enrichment
Description
Quick overview
This workflow accepts a lead CSV upload via an n8n form, normalizes name/email/phone fields, validates required contact details, and reconciles duplicates into a single audit output showing accepted leads, rejected rows, and field-level conflicts.
How it works
- Receives a CSV file upload through an n8n form.
- Parses the CSV into structured lead records.
- Applies the configured policy (required fields and identity/duplicate keys) and normalizes name, email casing, and phone formatting.
- Validates each lead for missing required fields and basic email format, separating valid records from rejected rows with reason codes.
- Reconciles duplicates by grouping on email or phone, filling missing fields from duplicates while recording any non-empty field disagreements as conflicts.
- Returns an audit package marked as either ready for import (no rejects or conflicts) or review required, including accepted leads, rejected leads, conflict details, and summary counts.
Setup
- Update the field names and rules in the lead-quality configuration (required fields, email field, phone field, and duplicate keys) to match your CSV headers.
- Use the generated form URL to upload a representative lead CSV file when testing.
- Review the output payload and use only the accepted lead list for your downstream CRM import when the status is ready (or resolve conflicts/rejections when review is required).
🔗 Nodes Used
n8n Form Trigger, Extract from File
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File