Automate Lead Qualification & CRM Deal Creation
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Transform your sales process by automatically qualifying inbound leads from your email and creating deals in your CRM. This workflow uses AI to analyze responses and intelligently identify interested prospects.
About This Workflow
This powerful workflow revolutionizes your sales operations by automating the crucial step of lead qualification. It continuously monitors your connected email inboxes for new replies to your cold outreach campaigns. Leveraging advanced AI, it intelligently analyzes the content of these responses to determine genuine interest in a call or meeting. If a lead shows positive engagement, the workflow seamlessly integrates with Pipedrive to create a new deal, ensuring no opportunity is missed. You can easily scale this by adding multiple email inboxes, making it a versatile solution for any sales team.
Key Features
- AI-Powered Lead Scoring: Utilizes OpenAI to intelligently assess prospect interest based on email responses.
- Seamless CRM Integration: Automatically creates deals in Pipedrive for qualified leads.
- Multi-Inbox Support: Connect multiple Gmail accounts to monitor all your communication channels.
- Customizable Setup: Easy to configure and adapt to your specific sales workflow.
- Automated Workflow: Reduces manual effort, allowing your sales team to focus on high-value activities.
How To Use
- Connect Your Services: Set up credentials for your Gmail, OpenAI, and Pipedrive accounts within the respective n8n nodes.
- Configure Email Triggers: In the
Email box 1andEmail box 2(and any duplicates you add) Gmail nodes, ensure 'Inbox' is selected under label names and 'Simplify' is unchecked. - Set Up Pipedrive Field: Create a custom field in Pipedrive for 'Persons' named
in_campaign(type: Single Option with TRUE/FALSE values). - Define AI Prompt: Review and adjust the prompt in the
Is interested?OpenAI node if you want to fine-tune the AI's qualification criteria. - Review Logic: The workflow first searches for a person in Pipedrive based on the email address, then checks if they are marked 'in_campaign'. If so, it uses AI to analyze the response for interest, and if found, creates a deal in Pipedrive.
Apps Used
Workflow JSON
{
"id": "7a08dc6b-7c59-4a08-9045-e406bfa91ab3",
"name": "Automate Lead Qualification & CRM Deal Creation",
"nodes": 23,
"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: 7a08dc6b-7c59...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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