Sticky Note Automate

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.

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.

Trigger: The workflow initiates every 5 minutes using a schedule trigger.
Setup: The Setup node defines necessary parameters, including Slack channel and custom field IDs for domain and enriched lead fields.
Get All Leads: It retrieves all non-archived leads from Pipedrive.
Get Organization Details: For each lead, the organization details are fetched using the organization ID.
Enrich Company: The organization data is enriched with additional information from Clearbit.
Add Organization ID: The organization ID is added to the data for further processing.
Filter Leads: The workflow filters leads based on specific conditions (e.g., tags and employee metrics).
Merge Data: Relevant lead and organization data are combined for a comprehensive view.
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.
Mark Lead as Enriched: Finally, the lead is marked as enriched in Pipedrive, updating the enriched date field.