Step 2: Connect SQL and CRM Data Sources

Pull records from your SQL database and Pipedrive to prepare for dataset comparison.

1. Open Fetch SQL Records and set Operation to executeQuery.
2. Set Query to SELECT id, name, email, phone, updated_on FROM contact.
3. Credential Required: Connect your mySql credentials in Fetch SQL Records.
4. Open Retrieve CRM People and set Resource to person and Operation to getAll.
5. Credential Required: Connect your pipedriveApi credentials in Retrieve CRM People.
6. Connect Retrieve CRM People to Map CRM Fields.

Step 3: Normalize CRM Fields and Compare Datasets

Map CRM fields into a consistent structure and compare them with SQL records.

1. Open Map CRM Fields and enable Keep Only Set.
2. Set mapped fields in Map CRM Fields:
3. id → {{ $json["id"] }}, name → {{ $json["name"] }}, email → {{ $json["primary_email"] }}, phone → {{ $json["phone"][0]["value"] }}, updated_on → {{ $json["update_time"] }}.
4. Open Dataset Comparison and set Resolve to includeBoth.
5. Set Merge By Fields to match email from both inputs.
6. Connect Fetch SQL Records to Dataset Comparison (input 1) and Map CRM Fields to Dataset Comparison (input 2).

Step 4: Create Missing Records in Both Systems

When records exist in one system but not the other, create them using the comparison outputs.

1. Open Add CRM Person and set Name to {{ $json["name"] }}.
2. In Add CRM Person set Email to {{ $json["email"] }} and Phone to {{ $json["phone"] }}.
3. Credential Required: Connect your pipedriveApi credentials in Add CRM Person.
4. Open Insert SQL Contact and set Table to contact with Columns set to name, email, phone.
5. Credential Required: Connect your mySql credentials in Insert SQL Contact.
6. Ensure Dataset Comparison outputs to Add CRM Person and Insert SQL Contact as configured.

Step 5: Detect Changes and Resolve Update Conflicts

Identify changed fields and determine which system has the latest update before syncing back.

1. Open Check Data Changes and set the boolean condition to {{ !!$json["different"]["name"] || !!$json["different"]["phone"] }}.
2. Open Format Timestamp and set Value to {{ $json["different"]["updated_on"]["input1"] }} with To Format set to YYYY-MM-DD HH:mm:ss.
3. Open Compare Update Time and set the date comparison values to {{ $json["different"]["updated"]["input1"] }} {{ $json["different"]["updated_on"]["input1"] }} and {{ $json["different"]["updated"]["input2"] }} {{ $json["different"]["updated_on"]["input2"] }}.
4. Confirm the execution flow: Check Data Changes → Format Timestamp → Compare Update Time.

Step 6: Map and Apply Updates to CRM and SQL

Use the comparison results to update the correct system with the latest data.

1. Open Map Fields Input A and set fields:
2. id → {{ $json["different"]["id"] ? $json["different"]["id"]["input2"] : $json["same"]["id"] }}, name → {{ $json["different"]["name"] ? $json["different"]["name"]["input1"] : $json["same"]["name"] }}, phone → {{ $json["different"]["phone"] ? $json["different"]["phone"]["input1"] : $json["same"]["phone"] }}.
3. Open Update CRM Person and set Person ID to {{ $json["id"] }}, with Name {{ $json["name"] }} and Phone {{ $json["phone"] }}.
4. Credential Required: Connect your pipedriveApi credentials in Update CRM Person.
5. Open Map Fields Input B and set fields:
6. id → {{ $json["different"]["id"] ? $json["different"]["id"]["input1"] : $json["same"]["id"] }}, name → {{ $json["different"]["name"] ? $json["different"]["name"]["input2"] : $json["same"]["name"] }}, phone → {{ $json["different"]["phone"] ? $json["different"]["phone"]["input2"] : $json["same"]["phone"] }}.
7. Open Modify SQL Contact and set Query to =UPDATE contact SET name = '{{$json["name"]}}', phone= '{{$json["phone"]}}' WHERE id = {{$json["id"]}}; with Operation set to executeQuery.
8. Credential Required: Connect your mySql credentials in Modify SQL Contact.
9. Confirm the execution flow from Compare Update Time to both Map Fields Input A and Map Fields Input B (no parallel branches are defined, but both outputs are configured).

Step 7: Test and Activate Your Workflow

Verify the sync in both directions and then enable scheduled execution.

1. Click Execute Workflow to run a manual test from Scheduled Sync Trigger.
2. Confirm that Dataset Comparison outputs new records to Add CRM Person and Insert SQL Contact.
3. Verify updates flow through Check Data Changes, Compare Update Time, and then to Update CRM Person or Modify SQL Contact.
4. When the output data looks correct, toggle the workflow to Active for production use.