Validate and reconcile CRM lead CSV imports with built-in tools
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 11 nodes and runs when someone submits an n8n form (“CRM lead import quality gate”). It uses only n8n's built-in nodes.
How it runs
Trigger: When someone submits an n8n form (“CRM lead import quality gate”).
- Extract CSV records (Extract from File): extracts data from a file (csv)
- Configure lead quality rules (Edit Fields (Set)): sets or maps fields
- Normalize lead identity fields (Code): runs custom JavaScript code
- Validate lead contactability (Code): runs custom JavaScript code
- Reconcile duplicate leads (Code): runs custom JavaScript code
- Check result status (If): checks a condition and branches into true / false
- Package import-ready lead batch (Code): runs custom JavaScript code
- Package lead review report (Code): runs custom JavaScript code
- Merge: merges the data from its input branches
- Return CRM lead audit (Code): runs custom JavaScript code
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 (6)
- n8n Form Trigger
n8n-nodes-base.formTrigger - Extract from File
n8n-nodes-base.extractFromFile - Edit Fields (Set)
n8n-nodes-base.set - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Merge
n8n-nodes-base.merge
From the author
Quick overview This workflow accepts a lead CSV upload via an n8n form, normalizes name/email/phone fields, validates required contact details, and reconciles duplicates into a single audit output showing accepted leads, rejected rows, and field-level…