Sync contacts, consent, and segments between KlickTipp and Pipedrive

!Pipedrive to KlickTipp Integration.png(fileId:4435) Community Node Disclaimer This workflow uses KlickTipp community nodes, available for self-hosted n8n instances only. --- Who’s it for Sales and marketing teams using Pipedrive (Persons) and KlickTipp who want a reliable two-way sync for: - Contact profiles (name, email, phone, birthday) - Consent/marketing status (subscribed / no consent / unsubscribed) - Segmentation (KlickTipp Tags ↔ Pipedrive Labels) This workflow is ideal if you want to avoid CSV imports, prevent manual updates, and ensure that changes in either platform are reflected in the other — including deletes and consent changes. --- How it works This workflow creates a complete two-way synchronization between KlickTipp and Pipedrive (Persons). Whenever a Person is created, updated, unsubscribed, segmented, or deleted in either system, the workflow mirrors these changes across both platforms — so your CRM and email marketing database always stay aligned. It is designed for near real-time syncing of contact data, consent state, and segmentation (Tags ↔ Labels), without manual work. KlickTipp → Pipedrive Triggered by KlickTipp webhooks / activation tag events via “Contact tagged in KlickTipp”: 1. Fetch contact details in KlickTipp (Get contact data for tagging) to access tags and custom fields. 2. Route by contact state (Check subscription): - Person does not exist (no stored Pipedrive ID in KlickTipp) and contact is not Unsubscribed → Create a person in Pipedrive. - Person exists and contact is not Unsubscribed → Update a person in Pipedrive. - Person exists → unsubscribe → Update a person and set marketingstatus = unsubscribed. 3. Write the Pipedrive Person ID back to KlickTipp (Add Pipedrive Person ID to KlickTipp contact) to permanently link both records. 4. Sync consent status: - KlickTipp status = Subscribed → Pipedrive marketingstatus = subscribed - Otherwise → marketingstatus = noconsent 5. Sync birthday safely (timezone-aware): - KlickTipp birthday is stored as Unix seconds and converted to YYYY-MM-DD using Europe/Berlin timezone to avoid CET/CEST shifts. 6. Segmentation: KlickTipp Tags → Pipedrive Labels: - Reads KlickTipp tags (Check relevant segment) and assigns Pipedrive label IDs via PATCH: - Tag 14054258 → Label 14 (Customer) - Tag 14054294 → Label 27 (ABC) --- Pipedrive → KlickTipp Triggered by the Pipedrive Person webhook via “Changes in Pipedrive”: 1. Fetch the current marketing status (Get marketing status) to decide which consent action to apply in KlickTipp. 2. Route by sync scenario (Check subscription1): - Single Opt-In If no linked KlickTipp ID exists yet and status is not unsubscribed → create contact in KlickTipp via SOI (Create contact with SOI). - Form submission → DOI If changesource = api → create contact in KlickTipp via DOI (Create contact with DOI). - Update only If linked KlickTipp ID exists and status is not unsubscribed → update the existing KlickTipp subscriber (Update contact changes in KlickTipp). - Unsubscribe and update If linked KlickTipp ID exists and status is unsubscribed → unsubscribe the contact (Unsubscribe contact) and then update core fields (Update contact changes in KlickTipp1). - Contact deletion If action is delete → delete the KlickTipp contact using the previous email (Delete contact) to remain safe even if the email changed before deletion. 3. UI-only filtering for SOI path - Filter non UI events and deletions ensures the SOI create path processes only UI-driven events (changesource = app) and ignores deletions. 4. Sync birthday safely (no day shifting) - Reads Pipedrive birthday as YYYY-MM-DD from a custom field and converts it to Unix seconds using "T00:00:00Z" to prevent timezone-related day shifts. 5. Segmentation: Pipedrive Labels → KlickTipp Tags - Reads labelids from Pipedrive (supports array or comma-separated string), normalizes them, then applies tags in KlickTipp (Check relevant segment2): - Label 14 (Customer) → Tag 14054258 - Label 27 (ABC) → Ta