Sticky Note Automate

用于Sticky Note，自动化处理Pipedrive中的潜在客户，每5分钟运行一次，集成Clearbit进行公司信息丰富，筛选符合条件的高质量线索，并通过Slack发送实时通知，确保团队及时跟进，提升销售效率。

7/8/2025
20 nodes
Complex
schedulecomplexsticky noteclearbitpipedrivefilterschedule triggerslacksplitoutautomationadvancedcroncommunicationnotificationapiintegration
Categories:
Marketing & Advertising AutomationCRM & SalesCommunication & MessagingSchedule TriggeredComplex Workflow
Integrations:
Sticky NoteClearbitPipedriveFilterSchedule TriggerSlackSplitOut

Target Audience

This workflow is ideal for:
- Sales Teams looking to efficiently manage and enrich leads.
- Marketing Professionals who want to filter and identify high-quality leads based on specific criteria, such as revenue and employee count.
- Data Analysts who need to automate the retrieval and processing of lead and organization data from platforms like Pipedrive and Clearbit.
- Business Owners seeking to streamline their lead management process and improve communication through automated alerts.

Problem Solved

This workflow addresses the challenge of lead enrichment and filtering by automating the process of:
- Retrieving leads from Pipedrive every 5 minutes.
- Enriching lead data with additional information from Clearbit, such as company metrics and details.
- Filtering leads based on specific criteria like revenue (greater than $5 million) and employee count (greater than 100).
- Sending real-time alerts to a designated Slack channel whenever a high-quality lead is identified, ensuring timely follow-up and engagement.

Workflow Steps

  • Trigger: The workflow initiates every 5 minutes using a schedule trigger.
    2. Setup: The Setup node defines necessary parameters, including Slack channel and custom field IDs for domain and enriched lead fields.
    3. Get All Leads: It retrieves all non-archived leads from Pipedrive.
    4. Get Organization Details: For each lead, the organization details are fetched using the organization ID.
    5. Enrich Company: The organization data is enriched with additional information from Clearbit.
    6. Add Organization ID: The organization ID is added to the data for further processing.
    7. Filter Leads: The workflow filters leads based on specific conditions (e.g., tags and employee metrics).
    8. Merge Data: Relevant lead and organization data are combined for a comprehensive view.
    9. Send Alert to Slack: When a lead meets the criteria, an alert is sent to Slack with essential details like company name, website, revenue, and employee count.
    10. Mark Lead as Enriched: Finally, the lead is marked as enriched in Pipedrive, updating the enriched date field.

    • Customization Guide

    Users can customize this workflow by:
    - Adjusting the Schedule: Modify the trigger interval to run more or less frequently based on business needs.
    - Changing Filter Criteria: Update the conditions in the Keep leads that match the criteria node to reflect different business requirements, such as adjusting revenue thresholds or employee counts.
    - Modifying Slack Alerts: Customize the message format in the Send alert to Slack node to include additional information or change the channel for notifications.
    - Updating Credentials: Ensure that the Pipedrive and Clearbit API credentials are up-to-date and valid for seamless integration.
    - Adding Additional Nodes: Users can expand the workflow by integrating more nodes for additional data processing or notifications as needed.

    Sticky Note Automate - N8N Workflow Directory