Pipedrive and Slack integration

This workflow is triggered when a meeting is scheduled via Calendly. Then, an activity is automatically created in Pipedrive and 15 minutes after the end of the meeting, a message is sent to the interviewer in Slack, reminding them to write down their notes and insights from the meeting.

This workflow enriches new Pipedrive organization's data by adding a note to the organization object in Pipedrive. It assumes there is a custom "website" field in your Pipedrive setup, as data will be scraped from this website to generate a note using OpenAI. Then, a notification is sent in Slack. ⚠️ Disclaimer This workflow uses a scraping API. Before using it, ensure you comply with the regulations regarding web scraping in your country or state. Important Notes The OpenAI model used is GPT-4o, chosen for its large input token capacity. However, it is not the cheapest model if cost is very important to you. The system prompt in the OpenAI Node generates output with relevant information, but feel free to improve or modify it according to your needs. How It Works Node 1: Pipedrive Trigger - An Organization is Created This is the trigger of the workflow. When an organization object is created in Pipedrive, this node is triggered and retrieves the data. Make sure you have a "website" custom field in Pipedrive (the name of the field in the n8n node will appear as a random ID and not with the Pipedrive custom field name). Node 2: ScrapingBee - Get Organization's Website's Homepage Content This node scrapes the content from the URL of the website associated with the Pipedrive Organization created in Node 1. The workflow uses the ScrapingBee API, but you can use any preferred API or simply the HTTP request node in n8n. Node 3: OpenAI - Message GPT-4o with Scraped Data This node sends HTML-scraped data from the previous node to the OpenAI GPT-4o model. The system prompt instructs the model to extract company data, such as products or services offered and competitors (if known by the model), and format it as HTML for optimal use in a Pipedrive Note. Node 4: Pipedrive - Create a Note with OpenAI Output This node adds a Note to the Organization created in Pipedrive using the OpenAI node output. The Note will include the company description, target market, selling products, and competitors (if GPT-4o was able to determine them). Node 5 & 6: HTML To Markdown & Code - Markdown to Slack Markdown These two nodes format the HTML output to Slack Markdown. The Note created in Pipedrive is in HTML format, as specified by the System Prompt of the OpenAI Node. To send it to Slack, it needs to be converted to Markdown and then to Slack Markdown. Node 7: Slack - Notify This node sends a message in Slack containing the Pipedrive Organization Note created with this workflow.

Use Case This workflow is beneficial when you're automatically adding new leads to your Pipedrive CRM. Usually, you'd have to manually review each lead to determine if they're a good fit. This process is time-consuming and increases the chances of missing important leads. This workflow ensures every new lead is promptly evaluated upon addition. What this workflow does The workflow runs every 5 minutes. On every run, it checks your new Pipedrive leads and enriches them with Clearbit. It then marks items as enriched and checks if the company of the new lead matches certain criteria (in this case if they are B2B and have more than 100 employees) and sends a Slack alert to a channel for every match. Pre Conditions You must have Pipedrive, Clearbit, and Slack accounts. You also need to set up the custom fields Domain and Enriched at in Pipedrive. Setup Go to Company Settings -> Data fields -> Organization and add Domain as a custom field Go to Company Settings -> Data fields -> Leads and add Enriched at as a custom date field Add your Pipedrive, Clearbit and Slack credentials. Fill the setup node below. To get the ID of your custom domain fields, simply run the Show only custom organization fields and Show only custom lead fields nodes below and copy the keys of your domain, and enriched at fields. How to adjust this workflow to your needs Modify the criteria to suit your definition of an interesting lead. If you only want to focus on interesting leads in Pipedrive, add a node that archives all others. This workflow was built using n8n version 1.29.1