Hey there, automation aficionados! 🤖 Today, we’re diving into the nuts and bolts of cleaning up and validating addresses in Pipedrive. Address validation is crucial for maintaining clean data and avoiding those pesky duplicate records. So, let’s get your addresses sharp and squeaky clean! 🧼
Why Address Validation Matters
In Pipedrive, organizations are uniquely identified by bundling the organization name and address. If there’s a slight change in the address (e.g., 41 Pepstone vs. 42 Pepstone), it can create duplicates. This mismatch can lead to data inconsistency, making it difficult to manage your CRM efficiently.
Step-by-Step Guide to Clean Up Addresses
1. Set Up a Filter
First, we need to set up a filter in Pipedrive:
- Criteria 1: Organization address is not empty.
- Criteria 2: Organization address details are empty.
This filter helps identify records where the address is present but not detailed.
2. Export Filter Results
Next, export these filtered results as a CSV file and upload it to Google Drive. Open it with Google Sheets to proceed.
3. Clean Up Data in Google Sheets
Ensure that your sheet contains the Organization ID, Pipedrive ID, and the address field. If you have the name field, consider tidying it up to title case using add-ons.
4. Create a Scenario in Make.com
Here’s where the magic happens! 🌟 Let’s create a scenario in Make.com:
- Step 1: Watch rows in the Google Sheet.
- Step 2: Use the Google Maps Get Location module.
- Step 3: Map the address column (e.g., Column B) to the module.
- Step 4: If valid, update the row with the detailed address from Google. If invalid, delete the address.
5. Run the Scenario
Configure the scenario to run and watch it work its magic. Invalid addresses will be nulled out, and valid ones will be enriched with details like suburb, state, zip code, and country.
6. Download Updated Data
Once the scenario has run successfully, download the updated data as a CSV file.
7. Import into Pipedrive
Finally, import the cleaned-up data back into Pipedrive:
- Match the import with the existing organization IDs to avoid creating duplicates.
- Map the name and address fields to update them.
Voilà ! Your Pipedrive data is now clean and ready for action! 🚀
Why Use Bubble.io and Make.com?
Bubble.io and Make.com are powerful tools that simplify business automation:
- Bubble.io: A no-code platform that lets you build sophisticated apps without writing code.
- Make.com: (formerly Integromat) A powerful automation tool that helps you connect apps and automate workflows.
Combining these tools can supercharge your business processes, saving you time and reducing errors.
Conclusion
Address validation might seem like a small detail, but it plays a huge role in keeping your CRM data accurate and efficient. With this guide, you can ensure that your Pipedrive records are always in top shape. If you need further assistance with business automation, feel free to reach out and schedule a call. Let’s make your business processes seamless together! 🌟
Happy automating! 🚀
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