Who is this template for? This workflow template is designed for Sales and Customer Success professionals seeking alerts when potential high-value users, prospects, or existing customers register for a Discourse community. Leveraging Clearbit, it retrieves enriched data for the new member to assess their value. Example result in Slack How it works Each time a new member is created in Discourse, the workflow runs (powered by Discourse's native Webhooks feature). After filtering out popular private email accounts, we run the member's email through Clearbit to fetch available information on the member as well as their organization. If the enriched data meets certain criteria, we send a Slack message to a channel. This message has a few quick actions: Open LinkedIn profile and Email member Setup instructions Overview is below. Watch this 🎥 quick set up video for detailed instructions on how to get the template running, as well as how to customize it. Complete the Set up credentials step when you first open the workflow. You'll need a Discourse (admin user), Clearbit, and Slack account.
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ClearbitSlackRelated workflows
See all Clearbit→WEnrich new leads in Pipedrive and send an alert to Slack for high-quality ones
Use Case This workflow is beneficial when you're automatically adding new leads to your Pipedrive CRM. Usually, you'd have to manually review each lead to determine if they're a good fit. This process is time-consuming and increases the chances of missing important leads. This workflow ensures every new lead is promptly evaluated upon addition. What this workflow does The workflow runs every 5 minutes. On every run, it checks your new Pipedrive leads and enriches them with Clearbit. It then marks items as enriched and checks if the company of the new lead matches certain criteria (in this case if they are B2B and have more than 100 employees) and sends a Slack alert to a channel for every match. Pre Conditions You must have Pipedrive, Clearbit, and Slack accounts. You also need to set up the custom fields Domain and Enriched at in Pipedrive. Setup Go to Company Settings -> Data fields -> Organization and add Domain as a custom field Go to Company Settings -> Data fields -> Leads and add Enriched at as a custom date field Add your Pipedrive, Clearbit and Slack credentials. Fill the setup node below. To get the ID of your custom domain fields, simply run the Show only cus
Verify emails & enrich new form leads and save them to HubSpot
Use case When collecting leads via a form you're typically facing a few problems: Often end up with a bunch of leads who don't have a valid email address You want to know as much about the new lead as possible but also want to keep the form short After forms are submitted you have to walk over the submissions and see which you want to add to your CRM This workflow helps you to fix all those problems. What this workflow does The workflow checks every new form submission and verifies the email using Hunter.io. If the email is valid, it then tries to enrich the person using Clearbit and saves the new lead into your Hubspot CRM. Setup Add you Hunter, Clearbit and Hubspot credentials Click the Test Workflow button, enter your email and check your Hubspot Activate the workflow and use the form trigger production URL to collect your leads in a smart way How to adjust it to your needs Change the form to the form you need in your use case (e.g. Typeform, Google Forms, SurveyMonkey etc.) Add criteria before an account is added to your CRM. This could for example be the size of company, industry etc. You can find some inspiration in our other template Reach out via Email to new form submissio
Look up a person using their email in Clearbit
Explore this workflow on its official n8n template page.