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.
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Verify & enrich form leads with Hunter and Clearbit then add them to Pipedrive
Use case When collecting leads via an online form, you often need to manually add those new leads into your Pipedrive CRM. This not only takes a lot of time but is also error-prone. This workflow automates this tedious work for you. What this workflow does The workflow is triggered each time a form is submitted in n8n. It validates the email address using Hunter.io. If the email is valid, the workflow checks for an existing person with that email in Pipedrive. If no existing person is found, it utilizes Clearbit to enrich the person's information. It then verifies if the person's organization already exists in Pipedrive, creating a new organization if necessary. The workflow then registers the person in Pipedrive. Lastly, it creates a lead in Pipedrive using information from the person and organization. Setup This workflow is very quick to set up. Add your Hunter.io, Clearbit and Pipedrive credentials Click the test workflow button Activate the workflow and use the form trigger production URL to collect your leads in a smart way How to adjust it to your needs Exchange the n8n form trigger with your form of choice (Typeform, Google Forms, SurveyMonkey...) Add a filter criteria to on
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
WEnrich website visitors with Leadfeeder & Clearbit and save to Google Sheets
Use Case When trying to maximize your outreach, website visitors are often an overlooked source of qualified new leads. This workflow allows your to track and enrich new website visitors and saves them to a Google Sheet once they meet a pre-defined criteria. What this workflow does This workflow fires once a day and gets all your leads saved in Leadfeeder. It then takes the leads that meet a pre-defined engagement criteria, e.g. that they visited your site 3 times, and enriches them additionally with Clearbit. From there it filters the leads again by a criteria on the company, e.g. a minimum employee count, and saves matching leads into a Google Sheet document. Setup Add your Leedfeeder credentials. The name should be Authorization and the value Token token=yourapitoken. You can find your token via Settings -> Personal -> API-Token Add your Google Sheet credentials Save the Leedfeeder account names you want to use in the Setup node Copy the Google Sheets Template and add its URL to the Setup node How to adjust this to your needs Adjust and/or remove the engagement and company criteria Add more ways to enrich a company Potential ideas to enhance the use of this workflow Automa