AI-Powered Email Lead Qualification and CRM Deal Creation

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.