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...)
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See all Clearbit→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
Verify emails & enrich new form leads and save them to HubSpot
Use case When collecting leads via a form you're typically facing a few problems: Often end up with a bunch of leads who don't have a valid email address You want to know as much about the new lead as possible but also want to keep the form short After forms are submitted you have to walk over the submissions and see which you want to add to your CRM This workflow helps you to fix all those problems. What this workflow does The workflow checks every new form submission and verifies the email using Hunter.io. If the email is valid, it then tries to enrich the person using Clearbit and saves the new lead into your Hubspot CRM. Setup Add you Hunter, Clearbit and Hubspot credentials Click the Test Workflow button, enter your email and check your Hubspot 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 Change the form to the form you need in your use case (e.g. Typeform, Google Forms, SurveyMonkey etc.) Add criteria before an account is added to your CRM. This could for example be the size of company, industry etc. You can find some inspiration in our other template Reach out via Email to new form submissio
Reach out via Email to new form submissions that meet a certain criteria
Use case When collecting new leads via a form, you need to follow up on new submissions. Often, this required a lot of manual work that includes reviewing each submission, checking if they meet your criteria and then outreaching. With this workflow you can do all of that fully automatically and save a lot of your valuable time. What this workflow does This workflow runs every time you're receiving a new submission from an n8n form. It then filters out typical personal emails (such as Gmail, Hotmail, Yahoo etc.) before enriching the submission via Clearbit. It then checks, if the company of the submitter is a B2B company and has more than 499 employees. If it does, it sends an email via Gmail to the user. Setup Add the Clearbit and Gmail credentials Click on Test Workflow Enter your own email (which needs to be a business email to work) in the Form Check your email Once you're happy don't forget to activate this workflow How to adjust this template Replace the form trigger with your form provider of choice (e.g. Typeform, SurveyMonkey, Google Forms etc.) Adjust the criteria to your needs via the If node Adjust the email you're sending in the Gmail node