Qualify replies from Pipedrive persons with AI
Automate the qualification of inbound email replies from Pipedrive contacts using artificial intelligence. This workflow connects Gmail and OpenAI to your Pipedrive CRM, streamlining your lead nurturing process. When a new email arrives in either of your specified Gmail inboxes (Email box 1 or Email box 2), the workflow searches for the sender as a person in Pipedrive. It then retrieves their full person details and sends the email content to OpenAI for an AI-powered assessment of interest (Is interested?). Based on OpenAI's response, if the person is deemed interested, a new deal is automatically created in Pipedrive, ensuring hot leads are immediately acted upon. This is ideal for sales teams, marketers, and business development professionals who receive a high volume of email replies and need to quickly identify and prioritize genuinely interested prospects, saving significant manual review time and accelerating sales cycles.
Workflow JSON
{"meta": {"instanceId": "0bd9e607aabfd58640f9f5a370e768a7755e93315179f5bcc6d1f8f114b3567a"}, "nodes": [{"id": "97b36168-7fa8-4a97-a6cc-c42496918c4c", "name": "Search Person in CRM", "type": "n8n-nodes-base.pipedrive", "position": [-880, 400], "parameters": {"term": "={{ $json.from.value[0].address }}", "limit": 1, "resource": "person", "operation": "search", "additionalFields": {"includeFields": ""}}, "credentials": {"pipedriveApi": {"id": "", "name": "[Your pipedriveApi]"}}, "typeVersion": 1}, {"id": "2a17582b-9375-4a01-87d9-a50f573b83db", "name": "In campaign?", "type": "n8n-nodes-base.if", "position": [-420, 400], "parameters": {"conditions": {"string": [{"value1": "={{ $json.in_campaign }}", "value2": "True"}]}}, "typeVersion": 1}, {"id": "2a8d509f-8ac2-4f45-a905-f34552833381", "name": "Get person from CRM", "type": "n8n-nodes-base.pipedrive", "position": [-640, 400], "parameters": {"personId": "={{ $json.id }}", "resource": "person", "operation": "get", "resolveProperties": true}, "credentials": {"pipedriveApi": {"id": "", "name": "[Your pipedriveApi]"}}, "typeVersion": 1}, {"id": "b9c6f3d3-1a6d-4144-8e77-3a3c6e5282d8", "name": "Is interested?", "type": "n8n-nodes-base.openAi", "position": [-180, 380], "parameters": {"model": "gpt-4", "prompt": {"messages": [{"content": "=You are the best sales development representative in the world. You send cold email messages daily to CEOs and founders of companies. You do this to persuade them to make contact. This could be a phone call or a video meeting. \n\nYour task is to assess whether someone is interested in meeting up or calling sometime. You do this by attentively evaluating their response.\n\nThis is the email:\n{{ $('Get email').item.json.text }}\n\nThe response format should be:\n{\"interested\": [yes/no],\n\"reason\": reason\n}\n\nJSON:"}]}, "options": {}, "resource": "chat"}, "credentials": {"openAiApi": {"id": "", "name": "[Your openAiApi]"}}, "typeVersion": 1}, {"id": "f1eb438d-f002-4082-8481-51565df13f5c", "name": "Get email", "type": "n8n-nodes-base.set", "position": [-1100, 400], "parameters": {"fields": {"values": [{"name": "email", "stringValue": "={{ $json.text }}"}]}, "options": {}}, "typeVersion": 3.2}, {"id": "78461c36-ba54-4f0f-a38e-183bfafa576c", "name": "Create deal in CRM", "type": "n8n-nodes-base.pipedrive", "position": [460, 360], "parameters": {"title": "={{ $('Get person from CRM').item.json.Name }} Deal", "additionalFields": {}}, "credentials": {"pipedriveApi": {"id": "", "name": "[Your pipedriveApi]"}}, "typeVersion": 1}, {"id": "efe07661-9afc-4184-b558-e1f547b6721f", "name": "IF interested", "type": "n8n-nodes-base.if", "position": [240, 380], "parameters": {"conditions": {"string": [{"value1": "={{ $json.interested }}", "value2": "yes"}]}}, "typeVersion": 1}, {"id": "7c2b7b59-9d68-4d8c-9b9f-a36ea47526c9", "name": "Get response", "type": "n8n-nodes-base.code", "position": [20, 380], "parameters": {"mode": "runOnceForEachItem", "jsCode": "let interested = JSON.parse($json[\"message\"][\"content\"]).interested\nlet reason = JSON.parse($json[\"message\"][\"content\"]).reason\n\nreturn {json:{\n interested: interested,\n reason: reason\n}}"}, "typeVersion": 1}, {"id": "53f51f8c-5995-4bcd-a038-3018834942e6", "name": "Email box 1", "type": "n8n-nodes-base.gmailTrigger", "position": [-1300, 400], "parameters": {"simple": false, "filters": {"labelIds": []}, "options": {}, "pollTimes": {"item": [{"mode": "everyMinute"}]}}, "typeVersion": 1}, {"id": "bb1254ec-676a-4edc-bf4a-a1c66bac78bb", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [-1880, 360], "parameters": {"width": 452.37174177689576, "height": 462.1804790107177, "content": "## About the workflow\nThe workflow reads every reply that is received from a cold email campaign and qualifies if the lead is interested in a meeting. If the lead is interested, a deal is made in pipedrive. You can add as many email inboxes as you need!\n\n## Setup:\n- Add credentials to the Gmail, OpenAI and Pipedrive Nodes.\n- Add a in_campaign field in Pipedrive for persons. In Pipedrive click on your credentials at the top right, go to company settings > Data fields > Person and click on add custom field. Single option [TRUE/FALSE].\n- If you have only one email inbox, you can delete one of the Gmail nodes.\n- If you have more than two email inboxes, you can duplicate a Gmail node as many times as you like. Just connect it to the Get email node, and you are good to go!\n- In the Gmail inbox nodes, select Inbox under label names and uncheck Simplify."}, "typeVersion": 1}, {"id": "c1aaee97-11f4-4e9d-9a71-90ca3f5773a9", "name": "Email box 2", "type": "n8n-nodes-base.gmailTrigger", "position": [-1300, 600], "parameters": {"simple": false, "filters": {"labelIds": []}, "options": {}, "pollTimes": {"item": [{"mode": "everyMinute"}]}}, "typeVersion": 1}], "pinData": {}, "connections": {"Get email": {"main": [[{"node": "Search Person in CRM", "type": "main", "index": 0}]]}, "Email box 1": {"main": [[{"node": "Get email", "type": "main", "index": 0}]]}, "Email box 2": {"main": [[{"node": "Get email", "type": "main", "index": 0}]]}, "Get response": {"main": [[{"node": "IF interested", "type": "main", "index": 0}]]}, "In campaign?": {"main": [[{"node": "Is interested?", "type": "main", "index": 0}]]}, "IF interested": {"main": [[{"node": "Create deal in CRM", "type": "main", "index": 0}]]}, "Is interested?": {"main": [[{"node": "Get response", "type": "main", "index": 0}]]}, "Get person from CRM": {"main": [[{"node": "In campaign?", "type": "main", "index": 0}]]}, "Search Person in CRM": {"main": [[{"node": "Get person from CRM", "type": "main", "index": 0}]]}}}How to Import This Workflow
- 1Copy the workflow JSON above using the Copy Workflow JSON button.
- 2Open your n8n instance and go to Workflows.
- 3Click Import from JSON and paste the copied workflow.
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