Automate Lead Engagement with AI-Powered CRM & Email Workflows
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Streamline your sales and marketing efforts by automatically categorizing lead responses, updating CRM records, and triggering follow-up actions. This workflow leverages AI to understand lead sentiment and ensures no prospect falls through the cracks.
About This Workflow
This powerful n8n workflow automates critical lead management processes by integrating your email outreach with your CRM. It begins by capturing email replies via Lemlist, then uses AI (OpenAI) to intelligently categorize the sentiment of the reply (interested, out of office, unsubscribe, or other). Based on this categorization, it performs targeted actions: marking leads as interested in Lemlist, creating or updating contacts and deals in HubSpot, and even sending follow-up tasks or notifications to Slack. Unsubscribes are handled automatically, ensuring compliance and a clean contact list. This ensures a dynamic and responsive approach to lead engagement, boosting efficiency and conversion rates.
Key Features
- AI-Powered Sentiment Analysis: Automatically categorizes lead replies using OpenAI.
- Seamless CRM Integration: Updates HubSpot contacts and deals based on lead responses.
- Automated Email Actions: Triggers unsubscribes and marks leads as interested in Lemlist.
- Real-time Notifications: Alerts your team via Slack for important lead interactions.
- Intelligent Follow-up Tasks: Creates timely tasks in HubSpot for proactive engagement.
How To Use
- Connect Your Accounts: Ensure your Lemlist, HubSpot, and OpenAI API keys are configured as credentials in n8n.
- Configure Lemlist Trigger: Set up the
Lemlist - Lead Repliednode to listen foremailsRepliedevents. - Define AI Categories: Customize the
OpenAInode prompt to accurately reflect your desired reply categories (e.g., 'interested', 'out of office', 'unsubscribe'). - Map CRM Fields: In the HubSpot nodes (
HubSpot - Get contact ID,HubSpot - Create Deal), map the incoming JSON data to the correct HubSpot properties and association IDs. - Set Campaign IDs: Update placeholder
YOUR_CAMPAIGN_IDin thelemlist - Mark as interestednode with your actual Lemlist campaign ID. - Configure Slack Alerts: Specify your desired Slack channel in the
SlackandSlack1nodes. - Review Switch Logic: Adjust the
Switchnode'svalue2parameters to precisely match the category outputs from the OpenAI node.
Apps Used
Workflow JSON
{
"id": "a9f97cbd-1035-463d-87ee-8d3b4e902e6b",
"name": "Automate Lead Engagement with AI-Powered CRM & Email Workflows",
"nodes": 12,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: a9f97cbd-1035...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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