Automatisation Pipedrive avec n8n : enrichissement des leads
Ce workflow n8n a pour objectif d'automatiser le processus d'enrichissement des leads dans Pipedrive, permettant ainsi aux équipes commerciales de gagner un temps précieux tout en améliorant la qualité des données. En intégrant des outils comme Clearbit et Slack, ce workflow permet d'obtenir des informations détaillées sur les entreprises et d'envoyer des alertes en temps réel. Les cas d'usage incluent la mise à jour automatique des informations des leads et l'envoi de notifications aux équipes concernées. Le flux commence par un déclencheur programmé qui s'exécute toutes les cinq minutes. Ensuite, il récupère tous les leads de Pipedrive, puis enrichit ces données en utilisant le service Clearbit pour obtenir des détails supplémentaires sur les entreprises associées. Une fois les données enrichies, le workflow filtre les leads selon des critères spécifiques et ajoute les identifiants d'organisation nécessaires. Les informations sont ensuite fusionnées et envoyées à Slack pour alerter l'équipe. Ce processus réduit les erreurs humaines et assure que les équipes disposent des informations les plus récentes pour leurs actions commerciales. En fin de compte, cette automatisation n8n améliore l'efficacité des ventes et la qualité des interactions avec les clients. Tags clés : automatisation, Pipedrive, enrichissement de données.
Vue d'ensemble du workflow n8n
Schéma des nœuds et connexions de ce workflow n8n, généré à partir du JSON n8n.
Détail des nœuds du workflow n8n
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"meta": {
"instanceId": "257476b1ef58bf3cb6a46e65fac7ee34a53a5e1a8492d5c6e4da5f87c9b82833",
"templateId": "2131"
},
"nodes": [
{
"id": "2b12fb75-ec81-4d2c-a8bb-12ff2bb7e935",
"name": "Sticky Note",
"type": "n8n-nodes-base.stickyNote",
"position": [
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2.662790697674268
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"parameters": {
"color": 5,
"width": 410.6749642132356,
"height": 428.2515771212859,
"content": "## Setup\n1. Go to Company Settings -> Data fields -> Organization and add `Domain` as a custom field\n2. Go to Company Settings -> Data fields -> Leads and add `Enriched at` as a custom date field\n2. Add your `Pipedrive`, `Clearbit` and `Slack` credentials.\n3. 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 field."
},
"typeVersion": 1
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{
"id": "123ad2e5-f4f2-4411-bf03-5668124b8757",
"name": "Sticky Note5",
"type": "n8n-nodes-base.stickyNote",
"position": [
1800,
160
],
"parameters": {
"color": 7,
"width": 223.7628185364029,
"height": 276.3308728978709,
"content": "Adjust condition to filter leads by your desired condition. e.g, revenue, number of employees, etc."
},
"typeVersion": 1
},
{
"id": "7725dc9e-5c93-475d-9522-f99b4fd1c81f",
"name": "Enrich company",
"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": "Get all leads",
"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
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{
"id": "39767a37-bd6d-422e-bc38-bfdfcbbf05af",
"name": "Add Organization ID to data",
"type": "n8n-nodes-base.set",
"position": [
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"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": "Keep leads that match the criteria",
"type": "n8n-nodes-base.filter",
"position": [
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"parameters": {
"options": {},
"conditions": {
"options": {
"leftValue": "",
"caseSensitive": true,
"typeValidation": "strict"
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"combinator": "and",
"conditions": [
{
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"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": "Trigger every 5 minutes",
"type": "n8n-nodes-base.scheduleTrigger",
"position": [
540,
280
],
"parameters": {
"rule": {
"interval": [
{
"field": "minutes"
}
]
}
},
"typeVersion": 1.1
},
{
"id": "69ace950-7f1e-469b-bfca-6c0c81f356b9",
"name": "Setup",
"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": "Send alert to 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": "Merge data",
"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": "Get organization details",
"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": "Get all organization keys",
"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": "Sticky Note6",
"type": "n8n-nodes-base.stickyNote",
"position": [
997,
520
],
"parameters": {
"width": 187.68142318756514,
"height": 276.3308728978709,
"content": "Run me to find the Id of your custom domain field"
},
"typeVersion": 1
},
{
"id": "229db444-ac48-4557-b393-4dcdc69130fd",
"name": "Sticky Note7",
"type": "n8n-nodes-base.stickyNote",
"position": [
1597,
520
],
"parameters": {
"width": 187.68142318756514,
"height": 276.3308728978709,
"content": "Run me to find the Id of your enriched at domain field"
},
"typeVersion": 1
},
{
"id": "ea4b0c82-e52b-4a45-9d3f-7b28b8959574",
"name": "Get all lead keys",
"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": "Split out lead field data",
"type": "n8n-nodes-base.splitOut",
"position": [
1440,
620
],
"parameters": {
"options": {},
"fieldToSplitOut": "data"
},
"typeVersion": 1
},
{
"id": "84fded6b-bdeb-4863-b54c-01faf6cb64cc",
"name": "Split out organization field",
"type": "n8n-nodes-base.splitOut",
"position": [
860,
620
],
"parameters": {
"options": {},
"fieldToSplitOut": "data"
},
"typeVersion": 1
},
{
"id": "9d9c502e-ccf2-40f9-ae91-7008532e5528",
"name": "Show only custom lead fields",
"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": "Show only custom organization fields",
"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": "Mark lead as enriched in Pipedrive",
"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
}
]
]
}
}
}Pour qui est ce workflow ?
Ce workflow s'adresse principalement aux équipes commerciales et marketing des PME et grandes entreprises qui utilisent Pipedrive pour gérer leurs leads. Il est conçu pour les utilisateurs ayant un niveau technique intermédiaire, capables de personnaliser des workflows d'automatisation n8n.
Problème résolu
Ce workflow résout le problème de la gestion manuelle des données des leads, qui peut être source d'erreurs et de pertes de temps. En automatisant l'enrichissement des informations, il permet de garantir que les équipes commerciales disposent toujours de données à jour et précises. Cela réduit également le risque de manquer des opportunités de vente en raison d'informations incomplètes ou obsolètes.
Étapes du workflow
Étape 1 : Le workflow est déclenché toutes les cinq minutes par un nœud de planification. Étape 2 : Il récupère tous les leads de Pipedrive. Étape 3 : Les données des leads sont enrichies en utilisant Clearbit pour obtenir des informations sur les entreprises. Étape 4 : Les leads sont filtrés selon des critères spécifiques pour ne garder que ceux qui correspondent. Étape 5 : Les identifiants d'organisation sont ajoutés aux données enrichies. Étape 6 : Les données sont fusionnées et envoyées à Slack pour alerter l'équipe sur les mises à jour.
Guide de personnalisation du workflow n8n
Pour personnaliser ce workflow, vous pouvez modifier l'URL du webhook dans le nœud de planification pour ajuster la fréquence d'exécution. Vous pouvez également adapter les critères de filtrage dans les nœuds de filtrage pour répondre à vos besoins spécifiques. Si vous souhaitez intégrer d'autres outils, vous pouvez ajouter des nœuds supplémentaires pour les API correspondantes. Assurez-vous de sécuriser les connexions API en utilisant les bonnes pratiques d'authentification et de gestion des données sensibles.