Who is this workflow for? Automatically enhance new leads in your Pipedrive CRM with Clearbit data and receive instant Slack notifications for high-quality prospects. This workflow streamlines lead management, ensuring timely evaluation and prioritization without manual intervention..

What does this workflow do?

  • Trigger: The workflow runs every 5 minutes, initiating the lead enrichment process.
  • Fetch New Leads: It retrieves newly added leads from your Pipedrive CRM that have not yet been enriched.
  • Enrich with Clearbit: Each new lead is enriched with Clearbit data, adding valuable information such as company domain and employee count.
  • Mark as Enriched: After enrichment, the lead is updated in Pipedrive with the enriched data and marked with the enrichment timestamp.
  • Evaluate Criteria: The workflow checks if the enriched lead meets specific criteria (e.g., B2B companies with more than 100 employees).
  • Send Slack Alert: For leads that match the criteria, a notification is sent to a designated Slack channel, alerting your team to prioritize these high-quality prospects.
  • Optional Archiving: Leads that do not meet the criteria can be archived or handled differently based on your customization.

🤖 Why Use This Automation Workflow?

  • Efficiency: Reduces time spent manually reviewing each new lead.
  • Accuracy: Enhances lead information with Clearbit, providing valuable insights.
  • Timeliness: Instantly notifies your team about high-potential leads via Slack.
  • Scalability: Automatically handles increasing lead volumes as your business grows.

👨‍💻 Who is This Workflow For?

Sales teams, CRM managers, and marketing professionals who use Pipedrive and seek to optimize lead management by automating data enrichment and prioritization processes.

🎯 Use Cases

  1. Sales Prioritization: Focus your sales efforts on leads from companies that meet specific criteria, such as size or industry.
  2. Data Enrichment: Automatically enhance lead profiles with additional information to better understand prospects.
  3. Team Notifications: Keep your team informed about high-quality leads in real-time, enabling quick follow-ups.

TL;DR

This workflow automates the enrichment of new Pipedrive leads with Clearbit and ensures your team is immediately informed about high-quality prospects through Slack notifications. By implementing this workflow, you enhance lead data accuracy, prioritize sales efforts effectively, and save valuable time in your lead management process.

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