Automated High-Quality Lead Qualification & Slack Alerts
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Automatically qualify and enrich your Pipedrive leads with Clearbit data, then receive instant Slack notifications for high-potential prospects that meet your custom criteria. This workflow streamlines your sales process and ensures your team never misses a hot lead.
About This Workflow
This n8n workflow revolutionizes your lead qualification process by integrating Pipedrive, Clearbit, and Slack. Running on a scheduled basis, it automatically pulls all new leads from Pipedrive, enriches their associated company data using Clearbit's comprehensive intelligence, and then applies your specific qualification criteria. For any lead that matches your high-quality definition (e.g., B2B companies with a certain number of employees or revenue), an immediate, detailed alert is sent to a designated Slack channel. This ensures your sales team is instantly aware of high-value opportunities, enabling faster follow-up and improved conversion rates.
Key Features
- Automated Lead Sync: Periodically fetches all new and existing leads from Pipedrive.
- Rich Data Enrichment: Leverages Clearbit to add valuable company insights like domain, estimated annual revenue, and employee count.
- Customizable Lead Qualification: Define specific criteria (e.g., industry tags, employee count, revenue, B2B status) to identify high-quality leads.
- Instant Slack Notifications: Delivers detailed alerts for qualified leads directly to your sales team's Slack channel.
- Pipedrive Integration: Seamlessly works with your existing Pipedrive CRM setup, including custom fields for domain and enrichment tracking.
How To Use
- Configure Pipedrive Custom Fields:
- Go to Pipedrive Company Settings -> Data fields -> Organization and add a custom text field named
Domain. - Go to Pipedrive Company Settings -> Data fields -> Leads and add a custom date field named
Enriched at.
- Go to Pipedrive Company Settings -> Data fields -> Organization and add a custom text field named
- Add Credentials: Securely add your Pipedrive, Clearbit, and Slack API credentials to n8n.
- Set Up Workflow Variables: In the
Setupnode, fill in:slackChannel: Your desired Slack channel name (e.g.,#sales-leads).domainCustomFieldIdandenrichedAtCustomFieldId: To get these IDs, you might need to run helper nodes (as indicated in the workflow's sticky note) or inspect your Pipedrive API to find the keys for your newly created custom fields.
- Define Lead Qualification Criteria: In the
Keep leads that match the criterianode, adjust the conditions to filter leads based on your specific requirements (e.g., revenue thresholds, employee count ranges, specific industry tags). - Activate Workflow: Save and activate the workflow to start automatically enriching and qualifying your leads on a recurring schedule.
Apps Used
Workflow JSON
{
"id": "1a0ac8fa-4d1a-47bb-8a3f-f62a3b5abb48",
"name": "Automated High-Quality Lead Qualification & Slack Alerts",
"nodes": 18,
"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: 1a0ac8fa-4d1a...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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