Lead Qualification and CRM Integration

Name: Lead Qualification and CRM Integration
Rating: 5.0 (1 reviews)
Author: Free N8N

Beginner

0 nodes connected

detail.loadingPreview

Free N8N Temples

17 views

0 downloads

Sales Automationautomationcrmgmaillead qualificationopenaipipedrivesales

Qualifies inbound email replies for sales interest and creates deals in Pipedrive.

🚀Ready to Deploy This Workflow?

⚡Deploy on Zeabur 🎁Get $200 Credit on DigitalOcean

About This Workflow

Overview

This workflow automates the process of qualifying leads from incoming email replies. It leverages OpenAI to determine if a recipient is interested in a sales call or meeting. If interest is detected, a new deal is automatically created in Pipedrive.

Key Features

Automated lead qualification using AI (OpenAI).
Seamless integration with Pipedrive CRM.
Supports multiple Gmail inboxes for broader coverage.
Robust error handling and retry mechanisms.
Clear setup instructions and best practices documented.

How To Use

Import: Import this workflow JSON into your n8n instance.
Credentials: Configure credentials for Gmail, OpenAI, and Pipedrive.
Pipedrive Setup: Create a custom field named in_campaign (single option: TRUE/FALSE) for persons in Pipedrive.
Gmail Inboxes: Adjust the Gmail Trigger nodes to match your email inboxes.
Activate: Enable the workflow to start processing inbound emails.

Apps Used

automation

crm

gmail

lead qualification

openai

pipedrive

sales

Workflow JSON

{
  "id": "7e5ea283-f708-4772-9018-3881eef9b0d2",
  "name": "Lead Qualification and CRM Integration",
  "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.