Qualify New Leads with GPT-4 in Google Sheets
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Automatically qualify new leads from Google Sheets using OpenAI's GPT-4, enriching your data with lead ratings.
About This Workflow
This n8n workflow automates the process of qualifying new leads submitted through a Google Form (or directly into a Google Sheet). It leverages OpenAI's GPT-4 to analyze lead information and assign a qualification rating. The workflow then updates the Google Sheet with this rating, enabling efficient lead management and prioritization.
Key Features
- Automated Lead Qualification: Uses GPT-4 to evaluate leads based on defined criteria.
- Google Sheets Integration: Reads lead data from and writes qualification results back to a Google Sheet.
- Customizable Criteria: The system message in the OpenAI node can be adjusted to tailor lead qualification rules.
- Structured JSON Output: GPT-4 is prompted to return a JSON object with 'rating' and 'explanation'.
- Efficient Data Merging: Combines original lead data with GPT-4's response before updating the sheet.
How To Use
- Set up your Google Sheet/Form: Ensure your Google Sheet has columns for lead information (e.g., Name, Email, Business Area, Team Size) and a column for the 'Rating'. Configure your Google Form to populate this sheet.
- Configure Trigger: The
Check for new entriesnode (Google Sheets Trigger) is set to monitor for new rows added to your sheet. Adjust the polling interval as needed. - Define Qualification Logic: In the
Qualify leads with GPTnode (OpenAI), modify thesystemmessage to define your specific lead qualification criteria. Ensure the prompt requests a JSON output withratingandexplanation. - Map Lead Data: The
Qualify leads with GPTnode's user message dynamically pulls data from your Google Sheet (e.g.,{{ $json['Your name'] }}). Ensure these placeholders match your sheet's column names. - Extract GPT Response: The
Extract JSON replynode (Set) parses the JSON response from OpenAI. - Merge Data: The
Mergenode combines the original lead data with the extracted GPT response. - Update Google Sheet: The
Update lead statusnode (Google Sheets) updates your Google Sheet. It uses theTimestampcolumn to match existing rows and adds theratingfrom the GPT response into the 'Rating' column.
Apps Used
Workflow JSON
{
"id": "7dc7d0ac-ad65-441d-bf81-1c6ec44472a6",
"name": "Qualify New Leads with GPT-4 in Google Sheets",
"nodes": 14,
"category": "Marketing",
"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: 7dc7d0ac-ad65...
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