# Route client intake and bookings with Pipedrive and Slack: n8n workflow

> Started by someone submitting a form, and works across ClickUp, Gmail, Pipedrive, Slack and one other.

Source: https://millionrounds.com/workflow/route-client-intake-and-bookings-with-pipedrive-and-slack (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# Route client intake and bookings with Pipedrive and Slack

Started by someone submitting a form, and works across ClickUp, Gmail, Pipedrive, Slack and one other. 14 steps, 1 branch: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Froute-client-intake-and-bookings-with-pipedrive-and-slack)

**14 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**5** Services it connects to

## The flow

Starts it 2 Logic 3 Service 9

The steps in the order they run, from what starts it.

- 1 **New Client Inquiry** Form trigger *Starts it*
- 2 **Cal.com Booking Created** Webhook *Starts it*
- 3 **Save Raw Inquiry** Data Table *Service*
- 4 **Normalize Booking** Set *Logic*
- 5 **Normalize Lead** Set *Logic*
- 6 **Find Lead In Pipedrive** Pipedrive *Service*
- 7 **Find Existing Person** Pipedrive *Service*
- 8 **Create Onboarding Project** Click Up *Service*
- 9 **Person Exists?** If *Logic*
- 10 **Notify Call Booked** Slack *Service*
- 11 **Create Deal** Pipedrive *Service*
- 12 **Create Person** Pipedrive *Service*
- 13 **Notify New Lead** Slack *Service*
- 14 **Booking Email** Gmail *Service*

## 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.

**Before you run it**

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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Froute-client-intake-and-bookings-with-pipedrive-and-slack)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[ClickUp](https://millionrounds.com/workflows?service=ClickUp#library)[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Pipedrive](https://millionrounds.com/workflows?service=Pipedrive#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[n8n data table](https://millionrounds.com/workflows?service=n8n+data+table#library)

## Workflows like it

Also scheduling, with the same services where possible, closest in size first.

- [**Auto-generate meeting attendee research with OpenAI** 14 steps · Gmail](https://millionrounds.com/workflow/auto-generate-meeting-attendee-research-with-openai)
- [**Batch upload Instagram Reels to YouTube** 14 steps · YouTube, n8n data table](https://millionrounds.com/workflow/batch-upload-instagram-reels-to-youtube)
- [**Book and confirm clinic appointments with WhatsApp** 14 steps · Gmail, Google Calendar](https://millionrounds.com/workflow/book-and-confirm-clinic-appointments-with-whatsapp)
- [**Book clinic appointments with Google Calendar and Gmail** 14 steps · Gmail, Google Calendar](https://millionrounds.com/workflow/book-clinic-appointments-with-google-calendar-and-gmail)
- [**Book clinic appointments with WhatsApp and Gmail** 14 steps · Gmail, Google Calendar](https://millionrounds.com/workflow/book-clinic-appointments-with-whatsapp-and-gmail)
- [**Book clinic appointments with WhatsApp and Google Calendar** 14 steps · Gmail, Google Calendar](https://millionrounds.com/workflow/book-clinic-appointments-with-whatsapp-and-google-calendar)