New Signup to CRM with slack notification

A workflow that updates Pipedrive (CRM) when a new user signs up and notifies the internal team via slack. If the user is an existing lead info is updated in Pipedrive, otherwise a new deal is created and a reminder sent to the team 2 days later to follow up.

Workflow Code

View the Github project. View all of the files, fork the project and deploy to Heroku in a few clicks.

const { duration } = require("zenaton");

module.exports.handle = function*({ name, email, org_name }) {
  // Search for the organization in pipedrive
  let organization = yield this.run.task("FindOrganizationByName", org_name);
  if (!organization) {
    // Create the organization if it doesn't exist
    organization = yield this.run.task("CreateOrganization", org_name);
  }

  // Search for the person in pipedrive
  let person = yield this.run.task("FindPersonByEmail", email);
  if (!person) {
    // Create the person if it doesn't exist and link it to the organization
    person = yield this.run.task("CreatePerson", { name, email }, organization);

    // Create a deal and add the organization and assign a person to follow up
    yield this.run.task("CreateDeal", organization, person);

    // Send a slack message notifiying the team of a new lead
    yield this.run.task(
      "PostMessage",
      `A new user has signed-up: ${person.email[0].value} ${person.name} working at ${person.org_name}`
    );
  } else {
    // Send a slack message notifying team that an existing lead has signed up
    yield this.run.task(
      "PostMessage",
      `An existing lead has signed-up: ${person.email} ${person.name}: congrats! :) `
    );
  }

  // Add a note
  yield this.run.task(
    "AddNote",
    person,
    "This user has registered to the platform."
  );

  // Wait 2 days
  yield this.wait.for(duration.days(2));

  // Send a follow-up slack message to the SDR
  yield this.run.task(
    "PostMessage",
    `The lead ${person.name} signed up 2 days ago. Did you contact them?`
  );
};

Workflow Input

A workflow instance is launched when a new user signs up with their parameters.

[
  {
    "name": "John",
    "email": "john@gmail.com",
    "companyName": "John's company"
  }
]

Workflow Tasks

Here are a few of the workflow tasks. You can see all task code in the github project.

The FindPersonbyEmail checks to see if the user is already in Pipedrive.

const pipedrive = require("../clients/pipedrive");

module.exports.handle = async email => {
  const users = (
    await pipedrive.get("/persons/find", {
      params: { term: email, search_by_email: true }
    })
  ).data.data;

  return users && users.length > 0 ? users[0] : null;
};

The CreatePerson task adds the user to an existing organization.

  
const pipedrive = require("../clients/pipedrive");

module.exports.handle = async ({ name, email }, org) => {
  return (
    await pipedrive.post("/persons", {
      name: name,
      email: email,
      org_id: org.id
    })
  ).data.data;
};

The CreateDeal task creates a new deal in Pipedrive if the user is not found.

const pipedrive = require("../clients/pipedrive");

module.exports.handle = async (org, person) => {
  return (
    await pipedrive.post("/deals", {
      title: `${org.name}'s Deal`,
      person_id: person.id,
      org_id: org.id
    })
  ).data.data;
};
};

The PostMessage task sends a message to Slack.

const axios = require("axios");

module.exports.handle = async text => {
  return (
    await axios.post(process.env.SLACK_INCOMING_WEBHOOK, {
      text
    })
  ).data;
};

View the Github project where you can fork the project and deploy to Heroku in a few clicks.