Weekly Leadfeeder target-account visits into Pipedrive
Every Monday at 8am, log last week's target-account website visits as Pipedrive notes and stage a next-step follow-up for the account owner.
Leadfeeder
PipedriveSalesData SyncLead EnrichmentNotifications & AlertsBuild an agent workflow that runs every Monday at 8am on a cron trigger. The goal: take the past week of Leadfeeder website visits from my target-account custom feed and push that intent context into Pipedrive so my reps see it on the accounts they own.
At setup time, let me configure: (1) which Leadfeeder custom feed represents target accounts (use List Custom Feeds to let me pick from a list), (2) the high-intent threshold for auto-creating a missing Pipedrive organization (default: 2+ pricing or demo page hits in the week), and (3) the default Pipedrive activity type for follow-ups (default: task).
Each Monday run should do the following. First, compute last week's date range in YYYY-MM-DD (previous Monday through Sunday). Then call Leadfeeder List Leads filtered by custom_feed_id and that start_date/end_date to get the visiting companies in the target-account feed. For each company, call Leadfeeder List Visits For Lead to gather visit count, visit dates, and top-viewed pages.
Then for each visiting company, use Pipedrive Search Organizations by company name to find a match. Handle fuzzy matching: strip common suffixes (Inc, LLC, Ltd, GmbH, Co) and normalize case before comparing, and treat a high similarity score as a match. If a match exists, use Pipedrive Search Deals to see if there are any open deals for that organization.
For each matched organization, use Pipedrive Create Note (content field is HTML) to attach a short human-readable summary to the organization (and to any open deal if one exists). The note should include: visit count, visit dates, a small bulleted list of the top viewed pages (pricing, product, docs, etc.), and a one-line recommended next step tailored to what they viewed. Then use Pipedrive Create Activity to create a dated follow-up on the organization (or the open deal, if any) assigned to the org or deal owner. Pick an appropriate next step per intent pattern: pricing pages = pricing follow-up email, product/feature pages = case study share, demo or contact pages = demo invite, docs = technical check-in.
If a visiting company has no Pipedrive Organization match AND crossed the configured high-intent threshold, use Pipedrive Create Organization to create it first, then attach the note and activity as above. Skip creation for low-intent visitors that don't yet warrant a record.
Notes:
- Leadfeeder List Leads is capped at 10,000 results per date range, which is comfortably above a normal week for a single feed. Paginate if needed using page[number]/page[size].
- Keep the Pipedrive note body short and skimmable (HTML, a few sentences plus a small list). Reps read these on mobile.
- Be judicious about org matching. A single fuzzy match with a decent score is fine; if the top two matches are equally plausible, skip the auto-attach for that company and log it so I can review manually.
- Set the activity due date to today (Monday) or tomorrow so it lands in the rep's plan-the-week view.
Additional information
What does this prompt do?
- Every Monday at 8am, pulls the past week's website visits from your Leadfeeder target-account feed.
- Matches each visiting company to a Pipedrive organization and any open deals, then attaches a short note summarizing visit count, top pages, and a recommended next step.
- Creates a dated follow-up activity on the organization or open deal so the account owner knows exactly what to do next.
- For high-intent target accounts that don't exist in Pipedrive yet, creates the organization so the signal isn't lost.
What do I need to use this?
- A Leadfeeder account with a saved custom feed that represents your target accounts (ICP, named accounts, tier 1, etc.).
- A Pipedrive account where your reps own the organizations and deals you want updated.
- A rough sense of what counts as high intent (for example, multiple pricing or demo page views in one week).
How can I customize it?
- Pick which Leadfeeder custom feed represents target accounts, and change the schedule if Monday morning isn't when your reps plan the week.
- Set the intent bar for auto-creating a missing Pipedrive organization (for example, two or more pricing page hits).
- Choose the default activity type (call, email, task, meeting) and tweak the next-step suggestions per visit pattern.
Frequently asked questions
Does this work if we don't tag target accounts in Leadfeeder?
What happens if a visiting company already has an open deal in Pipedrive?
Will it create duplicate Pipedrive organizations?
Can I run this daily instead of weekly?
Does this require a paid Leadfeeder plan?
Related templates
Stop letting warm target accounts sit invisible in Pipedrive.
Connect Leadfeeder and Pipedrive once, and every Monday your reps see the week's intent right on the accounts they own.