This workflow enriches new Pipedrive organization data by adding a note to the organization object in Pipedrive. It requires a custom "website" field in your Pipedrive setup, as data is scraped from this website and used to generate a note via OpenAI. A Slack notification is also sent.

⚠️ Disclaimer

This workflow utilizes a scraping API. Ensure compliance with any web scraping regulations applicable in your location.

Important Notes

 
• The OpenAI model used is GPT-4o, selected for its large input token capacity. However, it may be costlier than other models, so consider alternatives if budget is a priority.
 
• The system prompt in the OpenAI node is designed to generate output with relevant information, but feel free to customize it to suit your needs.

How It Works

Node 1: Pipedrive Trigger - An Organization is Created

This node triggers the workflow when a new organization is created in Pipedrive, retrieving relevant data. Ensure a "website" custom field is available in Pipedrive (the field name in rantir may appear as a random ID rather than the Pipedrive field name).

Node 2: ScrapingBee - Get Organization's Website's Homepage Content

This node scrapes content from the organization's website URL associated with the Pipedrive organization from Node 1. The workflow uses the ScrapingBee API, but you may use any preferred scraping API or the HTTP request node in rantir.

Node 3: OpenAI - Message GPT-4o with Scraped Data

This node sends HTML-scraped data to the OpenAI GPT-4o model. The system prompt instructs the model to extract company details, such as products or services and competitors, formatting it as HTML for optimal use in a Pipedrive note.

Node 4: Pipedrive - Create a Note with OpenAI Output

This node adds a note to the newly created organization in Pipedrive using the output from OpenAI. The note may include the company description, target market, products, and competitors if identified by GPT-4o.

Node 5 & 6: HTML To Markdown & Code - Markdown to Slack Markdown

These nodes convert the HTML output into Slack Markdown format.

Since the note created in Pipedrive is in HTML format, it must be converted to Markdown and then to Slack Markdown to be shared on Slack.

Node 7: Slack - Notify

This final node sends a Slack message containing the Pipedrive organization note created by the workflow.