Quick overview
📺 Full walkthrough video: https://youtu.be/62QIMjT2u-E
Automatically captures Webflow form submissions, formats phone numbers with international dial codes, and creates or updates contacts, organizations, and leads in Pipedrive — then notifies the team via Discord and sends a confirmation email to the lead.
How it works
- A Webflow form submission triggers the workflow, capturing lead fields: first name, last name, company, professional email, phone number, website URL, and message.
- Key fields are mapped via a Set node, and a custom JavaScript code node cleans and formats the phone number with the correct international dial code (France, Belgium, Switzerland, and 15+ other countries supported).
- The workflow searches Pipedrive for an existing organization matching the company name. If none is found, a new one is created. Both paths merge via an Aggregate node.
- It then searches for the contact person by full name. If found, their email and phone are updated; if not, a new person is created and linked to the organization.
- A new lead is created in Pipedrive associating the resolved person and organization, with a label and owner automatically assigned.
- In parallel: a Discord message notifies the team in the configured channel, a Gmail confirmation email is sent to the lead, and — if a website URL was provided — the organization's URL field in Pipedrive is updated.
Setup
- Connect your Webflow OAuth2 credentials and configure the "When Webflow Form Submitted" trigger with the correct site.
- Add Pipedrive API credentials to all Pipedrive nodes (Search/Create Organization, Search/Update/Create Person, Create Lead, Update Organization URL).
- Add Discord Bot credentials and set the target server and channel in the "Notify Team on Discord" node.
- Add Gmail OAuth2 credentials and adjust the email subject and body in the "Send Confirmation Email" node.
- Review the "Format Phone Numbers" code node to confirm the country detection logic matches your audience (France is the default fallback).
- Ensure your Webflow form field names match the mapped keys in the "Set Contact Fields" node (Prénom, Nom, Entreprise, Mail professionnel, Téléphone pro, URL du site internet, Message).
Requirements
- Webflow account with a published form and OAuth2 access
- Pipedrive CRM account with API credentials
- Discord server with a configured bot token
- Gmail account with OAuth2 access
Customization
- Extend the "Set Contact Fields" node to map additional Webflow form fields into Pipedrive custom properties
- Replace the Gmail node with a SendGrid or SMTP node to use a transactional email service instead
- Add a Slack node alongside or in place of Discord if your team uses Slack for notifications
- Modify the "Format Phone Numbers" code node to add new country patterns or change the default fallback country
Additional info
Template maintained by Growth AI — a Lyon-based automation agency specializing in n8n workflows. For custom enterprise CRM integrations, reach out via LinkedIn.