CRM Email Lead Qualification and Deal Creation

Name: CRM Email Lead Qualification and Deal Creation
Rating: 4.0 (1 reviews)
Author: Free N8N

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CRM Automationautomationcrmdeal creationemaillead qualificationopenaipipedrivesales

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

automation

crm

deal creation

lead qualification

openai

pipedrive

sales

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.