Route client intake and bookings via Pipedrive, Slack, Gmail, Cal.com and ClickUp
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 14 nodes and runs when someone submits an n8n form (“Work with us”) (plus 1 other trigger). Along the way it connects Pipedrive, Slack, Gmail and ClickUp.
How it runs
Trigger: When someone submits an n8n form (“Work with us”) (plus 1 other trigger).
- Save Raw Inquiry (Data table): uses Data table
- Normalize Booking (Edit Fields (Set)): sets 5 fields: attendee_name, attendee_email, call_title…
- Normalize Lead (Edit Fields (Set)): sets 8 fields: full_name, first_name, email…
- Find Lead In Pipedrive (Pipedrive): search (person)
- Find Existing Person (Pipedrive): search (person)
- Create Onboarding Project (ClickUp): uses ClickUp
- Person Exists? (If): checks a condition and branches into true / false
- Notify Call Booked (Slack): uses Slack
- Create Deal (Pipedrive): uses Pipedrive
- Create Person (Pipedrive): work with person
…plus 2 more steps. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (9)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Data table
n8n-nodes-base.dataTable - Edit Fields (Set)
n8n-nodes-base.set - Pipedrive
n8n-nodes-base.pipedrive - If
n8n-nodes-base.if - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail - Webhook
n8n-nodes-base.webhook - ClickUp
n8n-nodes-base.clickUp
From the author
Quick overview This workflow captures new client inquiries via an n8n form, logs them to an n8n data table, creates or updates a lead in Pipedrive, notifies a Slack channel, and emails a Cal.com booking link; when Cal.com confirms a booking, it creates a…