Enrichir les nouveaux leads dans Pipedrive et envoyer des alertes de leads de haute qualité sur Slack
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
- •Token Bot Slack ou URL Webhook
- •Peut nécessiter les informations d'identification d'authentification de l'API cible
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"parameters": {
"color": 5,
"width": 410.6749642132356,
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"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."
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"parameters": {
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"width": 223.7628185364029,
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"content": "Adjust condition to filter leads by your desired condition. e.g, revenue, number of employees, etc."
},
"typeVersion": 1
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{
"id": "7725dc9e-5c93-475d-9522-f99b4fd1c81f",
"name": "Enrich company",
"type": "n8n-nodes-base.clearbit",
"position": [
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"parameters": {
"domain": "={{ $json[$('Setup').first().json.domainCustomFieldId2]}}",
"additionalFields": {}
},
"credentials": {
"clearbitApi": {
"id": "cKDImrinp9tg0ZHW",
"name": "Clearbit account"
}
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{
"id": "f65855c3-d3d2-415b-bda2-e452d4d7e154",
"name": "Get all leads",
"type": "n8n-nodes-base.pipedrive",
"position": [
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],
"parameters": {
"filters": {
"archived_status": "not_archived"
},
"resource": "lead",
"operation": "getAll"
},
"credentials": {
"pipedriveApi": {
"id": "M3l7gIG8DdOex6wX",
"name": "Pipedrive account"
}
},
"typeVersion": 1
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{
"id": "39767a37-bd6d-422e-bc38-bfdfcbbf05af",
"name": "Add Organization ID to data",
"type": "n8n-nodes-base.set",
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"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": [
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"parameters": {
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"conditions": {
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"operator": {
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"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": [
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280
],
"parameters": {
"rule": {
"interval": [
{
"field": "minutes"
}
]
}
},
"typeVersion": 1.1
},
{
"id": "69ace950-7f1e-469b-bfca-6c0c81f356b9",
"name": "Définirup",
"type": "n8n-nodes-base.set",
"position": [
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"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": [
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"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": [
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],
"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
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{
"id": "f12c4e56-895d-4f34-8924-c99f5e5fefec",
"name": "Note adhésive6",
"type": "n8n-nodes-base.stickyNote",
"position": [
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],
"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",
"type": "n8n-nodes-base.stickyNote",
"position": [
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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,
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],
"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
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{
"id": "a74a2122-ddd5-4239-baa3-ebbc3de15e03",
"name": "Split out lead field data",
"type": "n8n-nodes-base.splitOut",
"position": [
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"parameters": {
"options": {},
"fieldToSplitOut": "data"
},
"typeVersion": 1
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{
"id": "84fded6b-bdeb-4863-b54c-01faf6cb64cc",
"name": "Split out organization field",
"type": "n8n-nodes-base.splitOut",
"position": [
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"parameters": {
"options": {},
"fieldToSplitOut": "data"
},
"typeVersion": 1
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{
"id": "9d9c502e-ccf2-40f9-ae91-7008532e5528",
"name": "Show only custom lead fields",
"type": "n8n-nodes-base.filter",
"position": [
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],
"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
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{
"id": "a53f58ee-9649-42bc-bee4-b70eea6a0c63",
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"operator": {
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"operation": "true",
"singleValue": true
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"leftValue": "={{ $json.edit_flag }}",
"rightValue": ""
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]
}
},
"typeVersion": 2
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{
"id": "f9fa198a-860c-460f-ae82-172c71b5a838",
"name": "Mark lead as enriched in Pipedrive",
"type": "n8n-nodes-base.httpRequest",
"position": [
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],
"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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{
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"type": "main",
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"Merge data": {
"main": [
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"7725dc9e-5c93-475d-9522-f99b4fd1c81f": {
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"39767a37-bd6d-422e-bc38-bfdfcbbf05af": {
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"84fded6b-bdeb-4863-b54c-01faf6cb64cc": {
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}
}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.
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