Enriquecer nuevos prospectos en Pipedrive y enviar alertas de prospectos de alta calidad a Slack

Avanzado

Este es unSales, Marketingflujo de automatización del dominio deautomatización que contiene 20 nodos.Utiliza principalmente nodos como Set, Merge, Slack, Filter, Clearbit. 丰富Pipedrive中de新线索并向Slackenviar高质量线索警报

Requisitos previos
  • Bot Token de Slack o URL de Webhook
  • Pueden requerirse credenciales de autenticación para la API de destino

Categoría

Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "meta": {
    "instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833",
    "templateId": "2131"
  },
  "nodes": [
    {
      "id": "2b12fb75-ec81-4d2c-a8bb-12ff2bb7e935",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        680,
        2.662790697674268
      ],
      "parameters": {
        "color": 5,
        "width": 410.6749642132356,
        "height": 428.2515771212859,
        "content": "## Setup\n1. Go to Company Settings -> Data fields -> Organization and add `Domain` as a custom field\n2. Go to Company Settings -> Data fields -> Leads and add `Enriched at` as a custom date field\n2. Add your `Pipedrive`, `Clearbit` and `Slack` credentials.\n3. 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 field."
      },
      "typeVersion": 1
    },
    {
      "id": "123ad2e5-f4f2-4411-bf03-5668124b8757",
      "name": "Sticky Note5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1800,
        160
      ],
      "parameters": {
        "color": 7,
        "width": 223.7628185364029,
        "height": 276.3308728978709,
        "content": "Adjust condition to filter leads by your desired condition. e.g, revenue, number of employees, etc."
      },
      "typeVersion": 1
    },
    {
      "id": "7725dc9e-5c93-475d-9522-f99b4fd1c81f",
      "name": "Enriquecer empresa",
      "type": "n8n-nodes-base.clearbit",
      "position": [
        1460,
        140
      ],
      "parameters": {
        "domain": "={{ $json[$('Setup').first().json.domainCustomFieldId2]}}",
        "additionalFields": {}
      },
      "credentials": {
        "clearbitApi": {
          "id": "cKDImrinp9tg0ZHW",
          "name": "Clearbit account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "f65855c3-d3d2-415b-bda2-e452d4d7e154",
      "name": "Obtener todos los leads",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        1120,
        280
      ],
      "parameters": {
        "filters": {
          "archived_status": "not_archived"
        },
        "resource": "lead",
        "operation": "getAll"
      },
      "credentials": {
        "pipedriveApi": {
          "id": "M3l7gIG8DdOex6wX",
          "name": "Pipedrive account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "39767a37-bd6d-422e-bc38-bfdfcbbf05af",
      "name": "Agregar ID de organización a los datos",
      "type": "n8n-nodes-base.set",
      "position": [
        1640,
        140
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "71b4c743-fd69-4f5d-8c29-66b3672f7a2a",
              "name": "organization_id",
              "type": "number",
              "value": "={{ $('Get organization details').item.json.id }}"
            }
          ]
        },
        "includeOtherFields": true
      },
      "typeVersion": 3.3
    },
    {
      "id": "4263cd25-dcf3-4521-b716-0ce48d3b2c26",
      "name": "Mantener los leads que cumplen los criterios",
      "type": "n8n-nodes-base.filter",
      "position": [
        2320,
        260
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "1b31b826-e87d-425f-a65d-370b4b20f7e1",
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $json.tags.includes(\"B2B\") }}",
              "rightValue": 5000000
            },
            {
              "id": "90ef79a7-807a-4894-ae8c-92f9d46e7177",
              "operator": {
                "type": "number",
                "operation": "gt"
              },
              "leftValue": "={{ $json.metrics.employees }}",
              "rightValue": 100
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "98578544-b03d-44aa-a64f-285f8a7cc371",
      "name": "Disparar cada 5 minutos",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        540,
        280
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "minutes"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "69ace950-7f1e-469b-bfca-6c0c81f356b9",
      "name": "Configuración",
      "type": "n8n-nodes-base.set",
      "position": [
        820,
        280
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "dba31775-dce0-4f4c-ad61-790359197bb3",
              "name": "slackChannel",
              "type": "string",
              "value": "#yourChannel"
            },
            {
              "id": "f8206758-7a4f-414d-921c-6cfecd936335",
              "name": "domainCustomFieldId",
              "type": "string",
              "value": "<Run \"Show only custom organization fields\" and copy the key>"
            },
            {
              "id": "59c71724-f774-4d41-80e7-5fc76dd27c7d",
              "name": "enrichedAtCustomFieldId",
              "type": "string",
              "value": "<Run \"Show only custom lead fields\" and copy the key>"
            },
            {
              "id": "da4ec51e-cc5c-4512-b675-0888d6a0213e",
              "name": "enrichedAtCustomFieldId2",
              "type": "string",
              "value": "68a15ecb2e1255250617c1fd1c06385893334e3c"
            },
            {
              "id": "43544b80-88d3-44ad-9e36-634e9eeaf013",
              "name": "domainCustomFieldId2",
              "type": "string",
              "value": "ab26f671c92146268edacd244181e76579286e71"
            }
          ]
        }
      },
      "typeVersion": 3.3
    },
    {
      "id": "63db576a-6bb7-4215-88f3-98e304081b3e",
      "name": "Enviar alerta a Slack",
      "type": "n8n-nodes-base.slack",
      "position": [
        2520,
        260
      ],
      "parameters": {
        "text": "=New high-quality lead 🤑\n*Company Name*: {{ $json.name }} \n*Website*: {{ \"https://\" + $json.domain }}\n*Revenue*: {{ $json.metrics.estimatedAnnualRevenue}}\n*Number of employees*: {{ $json.metrics.employees }}",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "name",
          "value": "={{ $('Setup').item.json.slackChannel }}"
        },
        "otherOptions": {}
      },
      "credentials": {
        "slackApi": {
          "id": "6",
          "name": "Idea Bot"
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "9bef53b4-3732-4ce5-a72c-81c65a533196",
      "name": "Combinar datos",
      "type": "n8n-nodes-base.merge",
      "position": [
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        260
      ],
      "parameters": {
        "mode": "combine",
        "options": {
          "clashHandling": {
            "values": {
              "resolveClash": "preferInput2"
            }
          }
        },
        "joinMode": "enrichInput2",
        "mergeByFields": {
          "values": [
            {
              "field1": "organization_id",
              "field2": "organization_id"
            }
          ]
        }
      },
      "typeVersion": 2.1
    },
    {
      "id": "9c8d106a-ffc6-4295-bc22-8ceddeb0061f",
      "name": "Obtener detalles de la organización",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        1280,
        140
      ],
      "parameters": {
        "resource": "organization",
        "operation": "get",
        "organizationId": "={{ $json.organization_id }}"
      },
      "credentials": {
        "pipedriveApi": {
          "id": "M3l7gIG8DdOex6wX",
          "name": "Pipedrive account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "632477f4-77d1-4c87-a819-2f7022fa6f23",
      "name": "Obtener todas las claves de organización",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        680,
        620
      ],
      "parameters": {
        "url": "https://api.pipedrive.com/v1/organizationFields",
        "options": {},
        "sendQuery": true,
        "authentication": "predefinedCredentialType",
        "queryParameters": {
          "parameters": [
            {}
          ]
        },
        "nodeCredentialType": "pipedriveApi"
      },
      "credentials": {
        "pipedriveApi": {
          "id": "M3l7gIG8DdOex6wX",
          "name": "Pipedrive account"
        }
      },
      "typeVersion": 4.1
    },
    {
      "id": "f12c4e56-895d-4f34-8924-c99f5e5fefec",
      "name": "Sticky Note6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        997,
        520
      ],
      "parameters": {
        "width": 187.68142318756514,
        "height": 276.3308728978709,
        "content": "Run me to find the Id of your custom domain field"
      },
      "typeVersion": 1
    },
    {
      "id": "229db444-ac48-4557-b393-4dcdc69130fd",
      "name": "Sticky Note7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        1597,
        520
      ],
      "parameters": {
        "width": 187.68142318756514,
        "height": 276.3308728978709,
        "content": "Run me to find the Id of your enriched at domain field"
      },
      "typeVersion": 1
    },
    {
      "id": "ea4b0c82-e52b-4a45-9d3f-7b28b8959574",
      "name": "Obtener todas las claves de lead",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        1260,
        620
      ],
      "parameters": {
        "url": "https://api.pipedrive.com/v1/leadFields",
        "options": {},
        "sendQuery": true,
        "authentication": "predefinedCredentialType",
        "queryParameters": {
          "parameters": [
            {}
          ]
        },
        "nodeCredentialType": "pipedriveApi"
      },
      "credentials": {
        "pipedriveApi": {
          "id": "M3l7gIG8DdOex6wX",
          "name": "Pipedrive account"
        }
      },
      "typeVersion": 4.1
    },
    {
      "id": "a74a2122-ddd5-4239-baa3-ebbc3de15e03",
      "name": "Separar datos de campos de lead",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        1440,
        620
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "84fded6b-bdeb-4863-b54c-01faf6cb64cc",
      "name": "Separar campos de organización",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        860,
        620
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "9d9c502e-ccf2-40f9-ae91-7008532e5528",
      "name": "Mostrar solo campos personalizados de lead",
      "type": "n8n-nodes-base.filter",
      "position": [
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        620
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
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              "id": "b21201d0-7f9c-417c-ab02-fbaea23a8d24",
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $json.edit_flag }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "a53f58ee-9649-42bc-bee4-b70eea6a0c63",
      "name": "Mostrar solo campos personalizados de organización",
      "type": "n8n-nodes-base.filter",
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      ],
      "parameters": {
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        "conditions": {
          "options": {
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            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "b21201d0-7f9c-417c-ab02-fbaea23a8d24",
              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $json.edit_flag }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "f9fa198a-860c-460f-ae82-172c71b5a838",
      "name": "Marcar lead como enriquecido en Pipedrive",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        2100,
        260
      ],
      "parameters": {
        "url": "=https://api.pipedrive.com/v1/leads/{{ $json.id }}",
        "method": "PATCH",
        "options": {},
        "sendBody": true,
        "authentication": "predefinedCredentialType",
        "bodyParameters": {
          "parameters": [
            {
              "name": "={{ $('Setup').first().json.enrichedAtCustomFieldId2 }}",
              "value": "={{ $now.format('yyyy-MM-dd') }}"
            }
          ]
        },
        "nodeCredentialType": "pipedriveApi"
      },
      "credentials": {
        "pipedriveApi": {
          "id": "M3l7gIG8DdOex6wX",
          "name": "Pipedrive account"
        }
      },
      "typeVersion": 4.1
    }
  ],
  "pinData": {},
  "connections": {
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}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - Ventas, Marketing

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos20
Categoría2
Tipos de nodos10
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Autor
Niklas Hatje

Niklas Hatje

@nik8n

Product Manager at n8n - Responsible for the creator program

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34