📈 Free n8n Workflow
Free Sales Pipeline Sync Automation
Single source of truth for your entire sales process. This workflow keeps your CRM, spreadsheets, and communication tools in perfect sync with real-time bidirectional updates.
What This Workflow Does
Everything included in this n8n automation template:
- Bidirectional sync between CRM and Google Sheets or Airtable
- Real-time updates when deals move between stages
- Slack/Teams notifications for key pipeline events
- Automatic activity logging from email and calendar
- Revenue forecasting data export to spreadsheets
- Custom field mapping across all connected tools
Frequently Asked Questions
Which CRMs does this workflow support?
The workflow integrates with HubSpot, Salesforce, Pipedrive, Close, Copper, and most CRMs with API access. It syncs deal data, contacts, and activities bidirectionally with your spreadsheets and other tools.
Is the sync truly bidirectional?
Yes. Changes in your CRM update the spreadsheet, and changes in the spreadsheet update the CRM. You can configure which direction takes priority in case of conflicts, or set up review flags for manual resolution.
How often does the sync run?
Sync frequency is configurable—from real-time (webhook-based) to scheduled intervals (every 5, 15, or 60 minutes). Real-time sync works best for active pipelines; scheduled sync reduces API usage for stable data.
What happens if there's a data conflict?
You define conflict resolution rules during setup. Options include: most recent change wins, CRM always wins, spreadsheet always wins, or flag for manual review. Conflicts are logged so you can audit sync decisions.
Can it sync custom fields?
Yes. The workflow supports full custom field mapping between your CRM and spreadsheets. Any field in your CRM—including custom objects and picklists—can be synced to corresponding columns in your spreadsheet.
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