Automate Lead Enrichment and Slack Alerts with Pipedrive and Clearbit
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Streamline your sales process by automatically enriching leads from Pipedrive with company data from Clearbit. Get instant notifications on Slack for high-quality leads, ensuring your team never misses an opportunity.
About This Workflow
This n8n workflow is designed to supercharge your sales efforts by intelligently identifying and enriching high-potential leads. It begins by fetching unarchived leads from your Pipedrive CRM. These leads are then enriched with detailed company information using Clearbit, providing insights into estimated annual revenue and employee count. The workflow intelligently filters these enriched leads based on specific criteria, such as having the 'B2B' tag and a minimum number of employees, identifying your most promising prospects. Finally, it sends targeted alerts to a designated Slack channel, complete with key company details, allowing your sales team to act quickly on these valuable opportunities.
Key Features
- Automated Lead Enrichment: Seamlessly pull lead data from Pipedrive and enrich it with comprehensive company information via Clearbit.
- Intelligent Lead Filtering: Automatically identify your top-tier leads based on customizable criteria like industry tags and company size.
- Real-time Slack Notifications: Receive instant alerts on Slack for qualified leads, ensuring prompt follow-up and no missed opportunities.
- Customizable Setup: Easily configure custom fields for Pipedrive and define your Slack channel for tailored alerts.
How To Use
- Pipedrive Custom Fields: In Pipedrive, navigate to Company Settings -> Data fields. Add a custom 'Domain' field for organizations and an 'Enriched at' date field for leads. Note the keys for these custom fields.
- Credential Setup: Add your Pipedrive, Clearbit, and Slack credentials within n8n.
- Configure Setup Node: In the 'Setup' node, fill in the
slackChannelname. Paste the keys for your custom 'Domain' and 'Enriched at' fields from Pipedrive into the respectivedomainCustomFieldIdandenrichedAtCustomFieldIdfields. The workflow uses pre-configured IDs forenrichedAtCustomFieldId2anddomainCustomFieldId2for demonstration. - Filter Criteria: In the 'Keep leads that match the criteria' node, adjust the conditions to suit your definition of a high-quality lead (e.g., modify the 'B2B' tag condition or employee count).
- Schedule Trigger: Configure the 'Trigger every 5 minutes' node to determine how often the workflow runs.
- Run Workflow: Execute the workflow to begin automatically enriching leads and receiving Slack notifications.
Apps Used
Workflow JSON
{
"id": "c6d3dea9-ddb5-48aa-823f-9838d8bc68b9",
"name": "Automate Lead Enrichment and Slack Alerts with Pipedrive and Clearbit",
"nodes": 19,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: c6d3dea9-ddb5...
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