# Summarize New Pipedrive Organizations to Slack

Source: https://openflow.run/ja/templates/summarize-pipedrive-organizations-to-slack/
Content language: en
Template revision: 9018120e802d4de0a097610157c565df858c0871

営業

Summarize a new organization’s website, save a CRM note and notify Slack.

[Open Flow で使用](https://console.openflow.run/flows?importUrl=https%3A%2F%2Fraw.githubusercontent.com%2Foomol-lab%2Fawesome-workflow-templates%2F9018120e802d4de0a097610157c565df858c0871%2Fworkflows%2Fsummarize-pipedrive-organizations-to-slack%2Ftemplates%2Fsummarize-pipedrive-organizations-to-slack.openflow.json)

*   [Open Flow JSON](https://raw.githubusercontent.com/oomol-lab/awesome-workflow-templates/9018120e802d4de0a097610157c565df858c0871/workflows/summarize-pipedrive-organizations-to-slack/templates/summarize-pipedrive-organizations-to-slack.openflow.json)
*   [n8n JSON](https://raw.githubusercontent.com/oomol-lab/awesome-workflow-templates/9018120e802d4de0a097610157c565df858c0871/workflows/summarize-pipedrive-organizations-to-slack/templates/summarize-pipedrive-organizations-to-slack.n8n.json)

![Open Flow の Summarize New Pipedrive Organizations to Slack ワークフロー](https://openflow.run/_astro/preview-light.CKpATh5K_ZdKDfG.webp)

Summarize a new organization’s website, save a CRM note and notify Slack.

## Setup

Create an organization website custom field in Pipedrive. Deploy the workflow, then register a Pipedrive v2 organization-create webhook with HTTP Basic authentication pointing to its webhook URL. Set your numeric company ID and website custom-field key in **Read the organization**. In Open Flow create a secret Variable containing the word Basic, one space, and the Base64 encoding of username:password and bind it to **Authenticate the webhook**. Connect ScrapingBee in **Read the organization website**, Pipedrive in **Create the organization note**, an AI model in **Summarize the organization**, and Slack in **Notify Slack**; set the Slack channel ID. Grant Provider API Request permission for ScrapingBee and Pipedrive.

In n8n, configure the webhook Basic credential, company ID and custom-field key in **Read the organization**, ScrapingBee Query Auth with name api\_key, Pipedrive and Slack credentials, and an OpenAI model. Register the n8n webhook separately and enable one format.

## Behavior

For each authenticated organization-create event, the workflow reads the website URL from the selected custom field, retrieves the page without JavaScript rendering, summarizes the content, creates a note on the same organization and posts the summary to Slack. Missing website data or a failed read/model/note stops before the Slack message. The site content is sent to ScrapingBee and the selected model; review summaries for accuracy and restrict access to execution data.

A note or Slack message may have been created when a response is lost. Check Pipedrive and Slack before replaying; redelivery or overlapping requests can create duplicates. Open Flow waits up to 60 seconds for the webhook response; n8n acknowledges on receipt. A later n8n failure appears in its execution history. Website query credentials may appear in service or network logs.

Inspiration & credits

## Changes to the source

*   Use an authenticated Pipedrive v2 organization-create webhook and configure the website field key. Fix the source’s placeholder field and keep organization association through the note and Slack message.
*   Reuse one plain-text summary for the note and message, escaping it for the CRM note. The source’s note output was sent to a Markdown converter as if it still contained the model’s HTML.

Adapted from [Enrich Pipedrive organization and notify Slack](https://github.com/enescingoz/awesome-n8n-templates/blob/827110332c21cbe000ab13f6d292d5adb1f1f8db/Slack/Enrich%20Pipedrive_s%20Organization%20Data%20with%20OpenAI%20GPT-4o%20%26%20Notify%20it%20in%20Slack.json) in [enescingoz/awesome-n8n-templates](https://github.com/enescingoz/awesome-n8n-templates).

Source collection notice: © 2024–2026 Enes Cingoz, [CC BY 4.0](https://github.com/enescingoz/awesome-n8n-templates/blob/827110332c21cbe000ab13f6d292d5adb1f1f8db/LICENSE). The source export does not identify a separate template author or license. See [repository licensing](https://github.com/oomol-lab/awesome-workflow-templates/blob/9018120e802d4de0a097610157c565df858c0871/README.md#licensing) for the scope of OOMOL contributions and third-party material.

## 使用するアプリ

*   [**Pipedrive**`pipedrive`](https://console.openflow.run/connections/pipedrive)
*   [**ScrapingBee**`scrapingbee`](https://console.openflow.run/connections/scrapingbee)
*   [**Slack**`slack`](https://console.openflow.run/connections/slack)

## 必要な設定

*   Pipedrive organization-create webhook with Basic authentication
*   ScrapingBee and Pipedrive connections
*   AI model and Slack connection

*   pipedrive
*   scrapingbee
*   ai
*   slack

[GitHub で見る](https://github.com/oomol-lab/awesome-workflow-templates/blob/9018120e802d4de0a097610157c565df858c0871/workflows/summarize-pipedrive-organizations-to-slack/README.md)