Enrichir les nouveaux leads dans Pipedrive et envoyer des alertes de leads de haute qualité sur Slack

Avancé

Ceci est unSales, Marketingworkflow d'automatisation du domainecontenant 20 nœuds.Utilise principalement des nœuds comme Set, Merge, Slack, Filter, Clearbit. Enrichissement des nouveaux leads dans Pipedrive et envoi d'alertes de leads de haute qualité dans Slack

Prérequis
  • Token Bot Slack ou URL Webhook
  • Peut nécessiter les informations d'identification d'authentification de l'API cible

Catégorie

Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "meta": {
    "instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833",
    "templateId": "2131"
  },
  "nodes": [
    {
      "id": "2b12fb75-ec81-4d2c-a8bb-12ff2bb7e935",
      "name": "Note adhésive",
      "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": "Note adhésive5",
      "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": "Enrich company",
      "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": "Get all 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": "Add Organization ID to data",
      "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": "Keep leads that match the criteria",
      "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": "Trigger every 5 minutes",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        540,
        280
      ],
      "parameters": {
        "rule": {
          "interval": [
            {
              "field": "minutes"
            }
          ]
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "69ace950-7f1e-469b-bfca-6c0c81f356b9",
      "name": "Définirup",
      "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": "Send alert to 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": "Fusionner data",
      "type": "n8n-nodes-base.merge",
      "position": [
        1880,
        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": "Get organization details",
      "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": "Get all organization keys",
      "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": "Note adhésive6",
      "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": "Note adhésive7",
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      "position": [
        1597,
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      ],
      "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": "Get all lead keys",
      "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": "Split out lead field data",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        1440,
        620
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "84fded6b-bdeb-4863-b54c-01faf6cb64cc",
      "name": "Split out organization field",
      "type": "n8n-nodes-base.splitOut",
      "position": [
        860,
        620
      ],
      "parameters": {
        "options": {},
        "fieldToSplitOut": "data"
      },
      "typeVersion": 1
    },
    {
      "id": "9d9c502e-ccf2-40f9-ae91-7008532e5528",
      "name": "Show only custom lead fields",
      "type": "n8n-nodes-base.filter",
      "position": [
        1640,
        620
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "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": "a53f58ee-9649-42bc-bee4-b70eea6a0c63",
      "name": "Show only custom organization fields",
      "type": "n8n-nodes-base.filter",
      "position": [
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      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
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            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
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              "operator": {
                "type": "boolean",
                "operation": "true",
                "singleValue": true
              },
              "leftValue": "={{ $json.edit_flag }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "f9fa198a-860c-460f-ae82-172c71b5a838",
      "name": "Mark lead as enriched in 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": {
    "Setup": {
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    "Merge data": {
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            "type": "main",
            "index": 0
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            "index": 1
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    },
    "7725dc9e-5c93-475d-9522-f99b4fd1c81f": {
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}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - Ventes, Marketing

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds20
Catégorie2
Types de nœuds10
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Auteur
Niklas Hatje

Niklas Hatje

@nik8n

Product Manager at n8n - Responsible for the creator program

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34