Lead Qualification and CRM Integration
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Qualifies inbound email replies for sales interest and creates deals in Pipedrive.
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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
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.
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ID: 7e5ea283-f708...
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