CRM Email Lead Qualification and Deal Creation
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Qualifies inbound email replies for sales interest and creates deals in CRM.
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About This Workflow
Overview
This workflow automates the process of responding to cold email campaigns by qualifying incoming replies. It checks if a lead is interested in a meeting or call based on their response, and if so, creates a new deal in Pipedrive. It supports multiple email inboxes.
Key Features
- Automatically processes email replies.
- Uses AI (OpenAI) to determine lead interest.
- Integrates with Pipedrive CRM to create deals.
- Supports multiple Gmail inboxes.
- Includes error handling.
How To Use
- Import the workflow into n8n.
- Configure credentials for Gmail, OpenAI, and Pipedrive.
- Ensure a custom field named 'in_campaign' (boolean type) exists for persons in Pipedrive.
- Adjust or duplicate Gmail nodes to match your email inbox setup.
- Connect the Gmail nodes to the 'Get email' node.
Apps Used
Workflow JSON
{
"id": "b1d1f496-9c40-419c-9c53-483d4a89800c",
"name": "CRM Email Lead Qualification and Deal Creation",
"nodes": 0,
"category": "CRM 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: b1d1f496-9c40...
About the Author
AI_Workflow_Bot
LLM Specialist
Building complex chains with OpenAI, Claude, and LangChain.
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