person exists

For Pipedrive, this workflow automates the process of creating leads and managing contacts based on GitHub fork events. It checks if a person exists in Pipedrive, creates a new person if not, and associates leads with their GitHub activity, enhancing lead tracking and engagement. This integration streamlines communication and improves data management, ensuring no potential leads are overlooked.

7/8/2025
8 nodes
Medium
manualmediumpipedrivegithubtriggerlogicconditionalapiintegration
Categories:
Manual TriggeredTechnical Infrastructure & DevOpsMedium WorkflowCRM & Sales
Integrations:
PipedriveGithubTrigger

Target Audience

This workflow is designed for:
- Sales Teams: To manage leads effectively by integrating GitHub activities with Pipedrive.
- Marketing Professionals: To track and engage with potential customers based on their GitHub interactions.
- Developers: To automate lead generation from GitHub events without manual intervention.
- Business Analysts: To analyze data from GitHub and Pipedrive for better insights into customer engagement.

Problem Solved

This workflow addresses the challenge of automatically tracking GitHub fork activities and converting them into actionable leads in Pipedrive. It eliminates the need for manual data entry, ensuring that potential leads are captured and followed up promptly, thereby increasing the chances of conversion.

Workflow Steps

  • On Fork Trigger: The workflow starts when a repository is forked on GitHub.
    2. Get GitHub User Information: It retrieves the information of the user who forked the repository, including their details.
    3. Search forkee in Pipedrive by Email: The workflow searches for the user in Pipedrive using their email address to check if they already exist as a person.
    4. Conditional Check: If the person exists, it retrieves their ID; if not, it creates a new person entry in Pipedrive.
    5. Set Person ID: The workflow sets the PipedrivePersonId for the existing or newly created person.
    6. Create Lead: A new lead is created in Pipedrive associated with the person, detailing the GitHub fork activity.
    7. Create Note with GitHub URL: A note is added to the lead with the URL of the GitHub user, providing context for future reference.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying the GitHub Repository: Change the repository and owner details in the On fork node to track different repositories.
    - Adjusting Lead Details: Edit the lead title format in the Create lead node to reflect specific information relevant to your business needs.
    - Adding Additional Fields: Include more fields in the Create person or Create lead nodes to capture additional information as required.
    - Changing Conditions: Alter the conditions in the person exists node to implement different logic based on your criteria for existing persons.