Slack workflows
2 results — all source-linked n8n references
WEnrich new leads in Pipedrive and send an alert to Slack for high-quality ones
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 cus
Enrich new Discourse members with Clearbit then notify in Slack
Who is this template for? This workflow template is designed for Sales and Customer Success professionals seeking alerts when potential high-value users, prospects, or existing customers register for a Discourse community. Leveraging Clearbit, it retrieves enriched data for the new member to assess their value. Example result in Slack How it works Each time a new member is created in Discourse, the workflow runs (powered by Discourse's native Webhooks feature). After filtering out popular private email accounts, we run the member's email through Clearbit to fetch available information on the member as well as their organization. If the enriched data meets certain criteria, we send a Slack message to a channel. This message has a few quick actions: Open LinkedIn profile and Email member Setup instructions Overview is below. Watch this 🎥 quick set up video for detailed instructions on how to get the template running, as well as how to customize it. Complete the Set up credentials step when you first open the workflow. You'll need a Discourse (admin user), Clearbit, and Slack account. Set up the Webhook in Discourse, linking the On new Discourse user Trigger with your Discourse commu