AI-Powered Email Lead Qualification and CRM Deal Creation
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This workflow uses OpenAI to qualify lead interest from email replies and creates deals in Pipedrive for interested leads. It automates the initial lead qualification process for sales teams.
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About This Workflow
Overview
This n8n workflow automates the process of qualifying leads based on their email replies. It starts by monitoring multiple Gmail inboxes for new emails using GmailTrigger nodes. The content of these emails is then passed to an OpenAI node (Is interested?) which, guided by a specific prompt, analyzes the response to determine if the recipient is interested in a follow-up meeting or call.
The Code node (Get response) parses the JSON output from OpenAI, extracting the 'interested' status and the 'reason'. An If node (IF interested) checks if the lead is indeed interested. If they are, the workflow proceeds to fetch the person's details from Pipedrive using the Get person from CRM node and then creates a new deal in Pipedrive via the Create deal in CRM node. A prior If node (In campaign?) also checks if the person is already marked as 'in campaign' in Pipedrive, potentially preventing duplicate deal creations or guiding the workflow. The Search Person in CRM node is used to find the person's ID based on address before fetching their details. This workflow significantly streamlines the sales development process by automating lead qualification and CRM data entry.
Key Features
- Monitors multiple Gmail inboxes for new emails.
- Utilizes OpenAI's GPT-4 for intelligent lead interest analysis.
- Automatically parses OpenAI's JSON response for 'interested' status and reason.
- Integrates with Pipedrive CRM to create new deals for qualified leads.
- Includes logic to check existing campaign status in Pipedrive.
How To Use
- Set up Credentials: Add your Gmail, OpenAI, and Pipedrive API credentials to the respective nodes.
- Configure Gmail Triggers: For each email inbox you want to monitor, add a
GmailTriggernode (e.g.,Email box 1,Email box 2). Ensure 'Inbox' is selected under label names and 'Simplify' is unchecked. - Connect Gmail to Email Processing: Connect each
GmailTriggernode to theGet emailnode. - Configure OpenAI Node: Ensure the
Is interested?node is set up with the correct OpenAI model and prompt, as provided in the workflow. - Configure Pipedrive Nodes: Ensure the
Search Person in CRMandGet person from CRMnodes are correctly configured to find and retrieve lead information from your Pipedrive account. TheCreate deal in CRMnode should be set up to create deals with relevant information. - Pipedrive Custom Field: Create a custom field in Pipedrive for Persons named
in_campaign(or similar) with a single option type (TRUE/FALSE) to manage campaign status. Update theIn campaign?node's condition if you use a different field name or value. - Activate Workflow: Enable the n8n workflow to start processing incoming emails and qualifying leads.
Apps Used
Workflow JSON
{
"id": "70f9e1fc-558a-4b0e-b6eb-9369878349d6",
"name": "AI-Powered Email Lead Qualification and CRM Deal Creation",
"nodes": 0,
"category": "Sales Automation",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 70f9e1fc-558a...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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