Find similar companies in Pipedrive
This play starts with your closed-won deals in Pipedrive, uses those customers as signals for what “good fit” looks like, and leverages Lusha to recommend similar companies. Those recommended companies are then automatically created as new Pipedrive organizations, ready for prospecting and outreach.
The result: every closed deal becomes fuel for your next wave of pipeline.
Why this works
Your best targeting data already exists—your closed customers. But most teams never systematically reuse it.
This play operationalizes that insight by:
- Learning from closed deals
- Finding similar companies automatically
- Pushing them straight into your CRM
Instead of guessing who to target next, you build pipeline based on proven success patterns.
What you get
- Automatic trigger on closed-won deals in Pipedrive
- Lookalike company recommendations powered by Lusha
- Auto-creation of new organizations in Pipedrive
- Consistent pipeline generation from real customer data
- Zero manual list building
How to set it up
Connect your apps in Workato
Make sure these connections are active:
- Pipedrive: permission to read deals and create organizations
- Lusha: API access for company recommendations
Configure the closed-deal trigger
Confirm:
- Trigger = Deal updated
- Filter = Status = Closed Won
Optionally scope to:
- Specific pipelines
- Deal values above a certain threshold
Configure Lusha recommendations
Use attributes from the closed deal such as:
- Company industry
- Company size
- Region
- Deal value
These are used to generate high-quality lookalike companies.
Configure Pipedrive organization creation
Map recommended company fields:
- Organization name
- Website/domain
- Industry
- Company size (if available)
- Source = “Lusha Lookalike (Closed Deal)”
Best practice: Tag these orgs clearly so sales knows they came from lookalike targeting.
Test end-to-end
Mark a test deal as Closed Won and confirm:
- Lusha returns recommended companies
- New organizations are created in Pipedrive
- No duplicates are introduced
What to do next
- Add contact enrichment: Automatically find and enrich target contacts at newly created organizations.
- Create outbound workflows: Enroll new orgs into SDR or outbound sequences.
- Score recommendations: Prioritize companies that most closely match your highest-value deals.
- Deduplicate aggressively: Check Pipedrive orgs by domain before creating new records.
- Track pipeline impact: Measure how much pipeline is influenced by lookalike-generated orgs.
The goal: Closed deals shouldn’t be the end of the story. This play turns every win into a repeatable growth signal, automatically generating your next set of best-fit target companies—directly inside Pipedrive.
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