Google Sheets CRM Import Validator

AI-powered pre-import data quality gate that validates spreadsheet data against your Pipedrive CRM — catches duplicates, format issues, and missing fields before they pollute your database.

AI-powered pre-import data quality gate that validates spreadsheet data against your Pipedrive CRM — catches duplicates, format issues, and missing fields before they pollute your database.

How the Google Sheets CRM Import Validator Works

The Fetcher

Step 1The Fetcher

Code-only

Retrieves your spreadsheet rows and headers from Google Sheets, then fetches existing contacts and companies from Pipedrive for duplicate matching. Handles both data sources in a single pass.

The Assembler

Step 2The Assembler

Code-only

Computes 5 validation dimensions per row: field completeness (required fields present), format consistency (email/phone/URL validation), duplicate detection (fuzzy matching against CRM), enrichment gaps (missing optional fields), and field mapping compatibility (column names vs CRM fields). Assigns PASS/WARNING/FAIL per row and calculates Import Readiness Score (IRS).

The Analyst

Step 3The Analyst

Tier 2 Classification

Sonnet 4.6 scores each dimension with evidence, identifies top issues blocking import readiness, and generates per-row remediation guidance. Produces an overall import recommendation: READY, NEEDS_REVIEW, or NOT_READY.

The Formatter

Step 4The Formatter

Code-only

Writes a validation results tab to your Google Sheet with per-row status, dimension scores, duplicate matches, and issue details. Posts a Slack import readiness summary with IRS, dimension health, top issues, and recommended actions.

What It Does NOT Do

×

Does not import data into your CRM — it validates spreadsheet data and writes results back for your review

×

Does not replace your data governance process — it provides automated pre-import quality checks for human decision-making

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Does not audit existing CRM records — use CDD (#13) for Pipedrive field decay monitoring

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Does not score prospect quality against ICP — use ALQS (#31) for Apollo list quality scoring

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Does not guarantee zero duplicates after import — it identifies potential duplicates above the configured similarity threshold

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Does not support CRMs other than Pipedrive in v1.0 — field mapping is Pipedrive-specific

The Complete Customer Success Bundle

4 files. Workflow + prompt + docs.

google_sheets_crm_import_validator_v1_0_0.jsonMain workflow (28 nodes)
README.md10-minute setup guide
system_prompts/analyst_system_prompt.mdAnalyst prompt (validation analysis)
docs/TDD.mdTechnical Design Document

Tested. Measured. Documented.

On-demand pre-import validation of Google Sheets data against Pipedrive CRM across 5 quality dimensions.

Google Sheets CRM Import Validator v1.0.0──────────────────────────────────────────────Nodes            28Agents           4 (Fetcher, Assembler, Analyst, Formatter)LLM Calls        1 per run (Analyst only)Model            Sonnet 4.6 (SINGLE-MODEL)Trigger          Webhook (on-demand)Pattern          AGGREGATE (pre-import validation)Tool A           Google Sheets (googleSheetsOAuth2Api) — spreadsheet data input + validation outputTool B           Pipedrive (pipedriveApi) — existing contacts/companies for dedupTool C           Slack (httpHeaderAuth) — import readiness summaryITP              8 variations, 14 milestonesBQS              12/12 PASSCost             $0.03–$0.10 per run

What You'll Need

Platform

n8n 2.7.5+

Est. Monthly API Cost

Per-run cost ~$0.03-0.10/run

Credentials Required

  • Anthropic API
  • Google Sheets (OAuth2, googleSheetsOAuth2Api)
  • Pipedrive (API token, pipedriveApi)
  • Slack (Bot Token, httpHeaderAuth Bearer)

Services

  • Google Sheets (Google Workspace)
  • Pipedrive CRM
  • Slack workspace (Bot Token with chat:write scope)
  • Anthropic API key

Setup Track

Quick Start

~15 min

All credentials live, n8n running

Full Setup

1–2 hrs

Needs API config + tables

From Scratch

2–4 hrs

No n8n, no credentials

Google Sheets CRM Import Validator v1.0.0

$199

one-time purchase

What you get:

  • Production-ready n8n workflow (28 nodes)
  • 5-dimension validation scoring (field completeness, format consistency, duplicate detection, enrichment gaps, field mapping)
  • Per-row PASS/WARNING/FAIL status with Import Readiness Score (IRS)
  • Google Sheets validation results tab with dimension breakdowns
  • Slack import readiness summary with top issues and recommendations
  • Configurable required fields, duplicate threshold, and CRM type
  • ITP test protocol with 8 variation fixtures
  • Full technical documentation and system prompt

Frequently Asked Questions

How does duplicate detection work?+

The Assembler compares each spreadsheet row against your existing Pipedrive contacts using exact email matching and trigram similarity scoring on name + company fields. Matches above the configurable threshold (default 0.8) are flagged as potential duplicates with the match percentage and matched contact details.

What are the 5 validation dimensions?+

Field completeness checks required fields (email, name, company by default). Format consistency validates email, phone, and URL formats. Duplicate detection fuzzy-matches against your CRM. Enrichment gaps flag missing optional fields. Field mapping compatibility checks if your column names map to CRM fields.

What does the IRS score mean?+

Import Readiness Score (IRS) is the percentage of rows passing all validation dimensions. READY (90%+) means safe to import. NEEDS_REVIEW (70-89%) means import possible but review recommended. NOT_READY (below 70%) means do not import until issues are resolved.

Does it automatically import data into Pipedrive?+

No. This is a pre-import validation gate only. It reads your spreadsheet and CRM data to identify issues, then writes validation results back to a new tab in your spreadsheet. You decide when and how to import after reviewing the results.

Does it use web scraping?+

No. All data comes from the Google Sheets API (your spreadsheet) and Pipedrive API (existing contacts and companies). No web_search or external scraping. Fully deterministic and fast.

How is this different from the Apollo List Quality Scorer?+

The Apollo List Quality Scorer (#31) evaluates Apollo prospect lists against ICP criteria. The CRM Import Validator validates any Google Sheets spreadsheet against your Pipedrive CRM before import — checking for duplicates, format issues, missing fields, and mapping compatibility. ALQS is Apollo-specific quality scoring; GSCIV is generic spreadsheet-to-CRM pre-import validation.

Can I customize which fields are required?+

Yes. The REQUIRED_FIELDS variable accepts any array of field names (default: ["email", "name", "company"]). You can add or remove fields based on your CRM requirements. The duplicate threshold is also configurable (0.0-1.0).

Is there a refund policy?+

All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions? Contact support@forgeworkflows.com before buying. Full terms at forgeworkflows.com/legal.

Read the full guide →

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