Published 9 months ago
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.
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.
You must have Pipedrive, Clearbit, and Slack accounts. You also need to set up the custom fields Domain
and Enriched at
in Pipedrive.
Domain
as a custom fieldEnriched at
as a custom date fieldPipedrive
, Clearbit
and Slack
credentials.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.This workflow was built using n8n version 1.29.1
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