Sticky Note Automate

Sticky Note Automate streamlines lead collection and validation by integrating with Hunter, Clearbit, and Pipedrive. It verifies email addresses, checks for existing contacts, and creates new organizations and leads, ensuring efficient and accurate data management. This automated workflow enhances your lead generation process, saving time and improving conversion rates.

7/8/2025
15 nodes
Complex
manualcomplexsticky noteformtriggernoophunterclearbitpipedriveadvancedlogicconditional
Categories:
Complex WorkflowManual TriggeredMarketing & Advertising AutomationCRM & Sales
Integrations:
Sticky NoteFormTriggerNoOpHunterClearbitPipedrive

Target Audience

  • Sales Teams: Looking to streamline lead collection and verification processes.
    - Marketing Professionals: Wanting to enhance lead quality through validation.
    - Entrepreneurs: Seeking efficient ways to manage contact information and follow-ups.
    - Data Analysts: Interested in integrating various data sources for better insights.

    • Problem Solved

    This workflow addresses the challenge of verifying the validity of email addresses collected from potential leads, ensuring that only qualified contacts are pursued. It automates the process of checking email validity, searching for existing contacts in Pipedrive, and creating new leads or organizations based on the data received.

    Workflow Steps

  • Form Trigger: The workflow starts with a manual trigger through a form titled 'Contact us', where users submit their business email.
    2. Email Verification: The submitted email is verified using Hunter.io to check its validity.
    3. Conditional Check: If the email is valid, the workflow proceeds to search for the person in Pipedrive.
    4. Person Search: It checks if the person already exists in Pipedrive.
    5. New Person Check: If the person does not exist, it uses Clearbit to gather additional information about the person.
    6. Organization Check: It searches for the organization associated with the person in Pipedrive. If the organization does not exist, it creates a new organization.
    7. Create Person: A new person is created in Pipedrive with the details obtained from Clearbit.
    8. Create Lead: Finally, a lead is created in Pipedrive, associating it with the newly created person and organization.

    • Customization Guide

  • Change Form Fields: Users can modify the form fields in the 'n8n Form Trigger' node to collect additional information.
    - Adjust Email Verification: Users can customize the email verification logic by integrating other services if needed.
    - Modify Pipedrive Operations: Users can change the operations performed in Pipedrive, such as adding more fields or changing the lead creation process.
    - Integrate Additional Services: Users can add more nodes to integrate other services for enhanced functionality, such as CRM tools or marketing platforms.