- Automatically enrich organization profiles in Pipedrive with relevant data.
- Generate insightful notes for new organizations based on their website content.
- Notify team members in Slack about new organizations and their details.
Trigger the workflow when a new organization is created in Pipedrive. Scrape the organization's website content using a web scraping tool. Send the scraped data to OpenAI for analysis and summarization. Create a note in Pipedrive with the enriched data from OpenAI. Format the note content for Slack and send a notification to the team.
- 1Import the workflow template into n8n.
- 2Configure the Pipedrive and OpenAI connections.
- 3Set up the Slack channel for notifications.
- 4Ensure the custom website field is available in Pipedrive.
- 5Test the workflow by creating a new organization in Pipedrive.