丰富Pipedrive中的新线索并向Slack发送高质量线索警报
高级
这是一个Sales, Marketing领域的自动化工作流，包含 20 个节点。主要使用 Set, Merge, Slack, Filter, Clearbit 等节点。 丰富Pipedrive中的新线索并向Slack发送高质量线索警报
前置要求
- •Slack Bot Token 或 Webhook URL
- •可能需要目标 API 的认证凭证
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"meta": {
"instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833",
"templateId": "2131"
},
"nodes": [
{
"id": "2b12fb75-ec81-4d2c-a8bb-12ff2bb7e935",
"name": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
680,
2.662790697674268
],
"parameters": {
"color": 5,
"width": 410.6749642132356,
"height": 428.2515771212859,
"content": "## 设置"
},
"typeVersion": 1
},
{
"id": "123ad2e5-f4f2-4411-bf03-5668124b8757",
"name": "便签5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1800,
160
],
"parameters": {
"color": 7,
"width": 223.7628185364029,
"height": 276.3308728978709,
"content": "调整条件以按所需条件筛选潜在客户，例如收入、员工数量等。"
},
"typeVersion": 1
},
{
"id": "7725dc9e-5c93-475d-9522-f99b4fd1c81f",
"name": "丰富公司信息",
"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": "获取所有潜在客户",
"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": "将组织 ID 添加到数据中",
"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": "保留符合标准的潜在客户",
"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": "每 5 分钟触发一次",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
540,
280
],
"parameters": {
"rule": {
"interval": [
{
"field": "minutes"
}
]
}
},
"typeVersion": 1.1
},
{
"id": "69ace950-7f1e-469b-bfca-6c0c81f356b9",
"name": "设置",
"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": "发送警报到 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": "合并数据",
"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": "获取组织详情",
"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": "获取所有组织键",
"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": "便签6",
"type": "n8n-nodes-base.stickyNote",
"position": [
997,
520
],
"parameters": {
"width": 187.68142318756514,
"height": 276.3308728978709,
"content": "运行我以查找您的自定义域名字段 ID"
},
"typeVersion": 1
},
{
"id": "229db444-ac48-4557-b393-4dcdc69130fd",
"name": "便签7",
"type": "n8n-nodes-base.stickyNote",
"position": [
1597,
520
],
"parameters": {
"width": 187.68142318756514,
"height": 276.3308728978709,
"content": "运行我以查找您的丰富时间域名字段 ID"
},
"typeVersion": 1
},
{
"id": "ea4b0c82-e52b-4a45-9d3f-7b28b8959574",
"name": "获取所有潜在客户键",
"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": "分离潜在客户字段数据",
"type": "n8n-nodes-base.splitOut",
"position": [
1440,
620
],
"parameters": {
"options": {},
"fieldToSplitOut": "data"
},
"typeVersion": 1
},
{
"id": "84fded6b-bdeb-4863-b54c-01faf6cb64cc",
"name": "分离组织字段",
"type": "n8n-nodes-base.splitOut",
"position": [
860,
620
],
"parameters": {
"options": {},
"fieldToSplitOut": "data"
},
"typeVersion": 1
},
{
"id": "9d9c502e-ccf2-40f9-ae91-7008532e5528",
"name": "仅显示自定义潜在客户字段",
"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": "仅显示自定义组织字段",
"type": "n8n-nodes-base.filter",
"position": [
1040,
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": "f9fa198a-860c-460f-ae82-172c71b5a838",
"name": "在 Pipedrive 中将潜在客户标记为已丰富",
"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": {
"main": [
[
{
"node": "Get all leads",
"type": "main",
"index": 0
}
]
]
},
"Merge data": {
"main": [
[
{
"node": "Mark lead as enriched in Pipedrive",
"type": "main",
"index": 0
}
]
]
},
"Get all leads": {
"main": [
[
{
"node": "Get organization details",
"type": "main",
"index": 0
},
{
"node": "Merge data",
"type": "main",
"index": 1
}
]
]
},
"Enrich company": {
"main": [
[
{
"node": "Add Organization ID to data",
"type": "main",
"index": 0
}
]
]
},
"Get all lead keys": {
"main": [
[
{
"node": "Split out lead field data",
"type": "main",
"index": 0
}
]
]
},
"Trigger every 5 minutes": {
"main": [
[
{
"node": "Setup",
"type": "main",
"index": 0
}
]
]
},
"Get organization details": {
"main": [
[
{
"node": "Enrich company",
"type": "main",
"index": 0
}
]
]
},
"Get all organization keys": {
"main": [
[
{
"node": "Split out organization field",
"type": "main",
"index": 0
}
]
]
},
"Split out lead field data": {
"main": [
[
{
"node": "Show only custom lead fields",
"type": "main",
"index": 0
}
]
]
},
"Add Organization ID to data": {
"main": [
[
{
"node": "Merge data",
"type": "main",
"index": 0
}
]
]
},
"Split out organization field": {
"main": [
[
{
"node": "Show only custom organization fields",
"type": "main",
"index": 0
}
]
]
},
"Keep leads that match the criteria": {
"main": [
[
{
"node": "Send alert to Slack",
"type": "main",
"index": 0
}
]
]
},
"Mark lead as enriched in Pipedrive": {
"main": [
[
{
"node": "Keep leads that match the criteria",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 销售, 营销
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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