Two Way Sync Pipedrive and MySQL

For Pipedrive, this workflow automates two-way data synchronization with MySQL, ensuring that contact information is consistently updated across both platforms. It runs on a schedule, compares datasets, and efficiently creates or updates records based on changes, enhancing data accuracy and saving time on manual updates.

7/8/2025
14 nodes
Medium
schedulemediumcomparedatasetsschedule triggermysqlpipedriveautomationadvancedcrondatabasedatalogicconditional
Categories:
Schedule TriggeredData Processing & AnalysisMedium WorkflowCRM & Sales
Integrations:
CompareDatasetsSchedule TriggerMySQLPipedrive

Target Audience

This workflow is ideal for:
- Sales Teams: Those using Pipedrive for managing leads and contacts, ensuring that their CRM data is always up-to-date and synchronized with their MySQL database.
- Database Administrators: Professionals responsible for maintaining customer data integrity across different platforms.
- Marketing Teams: Teams that rely on accurate and timely data for targeted campaigns and customer outreach.
- Automation Enthusiasts: Individuals looking to automate data synchronization processes between a CRM and a database to save time and reduce manual errors.

Problem Solved

This workflow addresses the challenge of keeping customer data consistent across two platforms, Pipedrive and MySQL. It ensures that any updates or changes made in either system are reflected in the other, preventing data discrepancies that can lead to lost opportunities or miscommunication. The automation reduces the need for manual data entry and minimizes the risk of human error, ultimately improving data accuracy and operational efficiency.

Workflow Steps

  • Schedule Trigger: The workflow initiates on a defined schedule, pulling data from the MySQL database.
    2. MySQL Query: It fetches contact details (id, name, email, phone, updated_on) from the MySQL database.
    3. Pipedrive Data Retrieval: The workflow retrieves all persons from Pipedrive to compare with the MySQL data.
    4. Data Comparison: The Compare Datasets node identifies differences between the two datasets based on email addresses.
    5. Data Creation: If a new person is found in MySQL that doesn’t exist in Pipedrive, the workflow creates a new person in Pipedrive.
    6. Data Update: If a person exists in both systems, the workflow checks if their details have changed. If updates are necessary, it updates the corresponding records in both MySQL and Pipedrive.
    7. Conditional Logic: The workflow employs conditional checks to determine if data has changed and if the 'updated_on' timestamp indicates a more recent entry.
    8. Final Updates: The workflow finalizes updates to both systems, ensuring that all changes are accurately reflected.

    • Customization Guide

    To customize this workflow:
    - Schedule Settings: Adjust the schedule trigger to fit your data update frequency needs (e.g., hourly, daily).
    - MySQL Query Modification: Change the SQL query in the MySQL node to target different tables or fields as needed.
    - Pipedrive Operations: Modify the Pipedrive operations to include additional fields or change the resource type if you need to sync other entities (e.g., deals or organizations).
    - Conditional Logic: Update the conditions in the IF nodes to reflect specific business rules or criteria for when data should be synchronized.
    - Error Handling: Consider adding error handling nodes to manage issues that may arise during data fetching or updating processes.

    Two Way Sync Pipedrive and MySQL - N8N Workflow Directory