The flow
Starts it 2Logic 3Service 9
The steps in the order they run, from what starts it.
- 1New Client InquiryForm triggerStarts it
- 2Cal.com Booking CreatedWebhookStarts it
- 3Save Raw InquiryData TableService
- 4Normalize BookingSetLogic
- 5Normalize LeadSetLogic
- 6Find Lead In PipedrivePipedriveService
- 7Find Existing PersonPipedriveService
- 8Create Onboarding ProjectClick UpService
- 9Person Exists?IfLogic
- 10Notify Call BookedSlackService
- 11Create DealPipedriveService
- 12Create PersonPipedriveService
- 13Notify New LeadSlackService
- 14Booking EmailGmailService
How it's built
- Starts on
- Someone submitting a form
- Steps
- 14, with 1 branch
- Size
- Medium: a working afternoon
- Connects to
- ClickUp, Gmail, Pipedrive, Slack, n8n data table
- Model
- None. This is plumbing, not judgement
Questions
What does it need to run?
An n8n account, plus your own ClickUp, Gmail, Pipedrive and Slack accounts. You connect your own accounts after importing it; none are included.
What starts it?
It starts on someone submitting a form.
Does it use AI?
No. Every step is fixed logic or a call to a service, so it does the same thing every time.
How long does it take to set up?
Plan an afternoon. 14 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.