Enrich 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 1. Go to Company Settings -> Data fields -> Organization and add `Domain` as a custom field. 2. Go to Company Settings -> Data fields -> Leads and add `Enriched at` as a custom date field. 3. Add your `Pipedrive`, `Clearbit`, and `Slack` credentials. 4. 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` fields. ## How to adjust this workflow to your needs - Modify the criteria to suit your definition of an interesting lead. - If you only want to focus on interesting leads in Pipedrive, add a node that archives all others. This workflow was built using n8n version 1.29.1
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
Domainas a custom field. - Go to Company Settings -> Data fields -> Leads and add
Enriched atas a custom date field. - Add your
Pipedrive,Clearbit, andSlackcredentials. - Fill the
setupnode below. To get the ID of your custom domain fields, simply run theShow only custom organization fieldsandShow only custom lead fieldsnodes below and copy the keys of yourdomain, andenriched atfields.
How to adjust this workflow to your needs
- Modify the criteria to suit your definition of an interesting lead.
- If you only want to focus on interesting leads in Pipedrive, add a node that archives all others.
This workflow was built using n8n version 1.29.1
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
Related bundle
Content Repurposing Engine
8 hand-picked workflows for $29.00.
That is $3.63 each, vs $14.99 for this one alone.
View bundleSecure checkout powered by Stripe
Support
How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
Related Other workflows
- Build your first AI agent$9.99
- Automate Daily Lead Outreach from Google Sheets via Outlook$9.99
- Automate Lead Generation by Scraping Emails from Google Maps to Google Sheets$14.99
- Real-time crypto market analysis with GPT-4o-mini and CoinMarketCap APIs via Telegram$2.99
- Automate Comprehensive Jira Project Setup with AI and Form Integration$24.99
- Book and manage appointments with Google Calendar and Gmail$14.99
More from Niklas Hatje
Need this deployed? We'll set it up for you.
Our automation experts deploy this workflow in your stack, connect your accounts, and verify it works — or build a custom solution from scratch.