Automated Lead Qualification and Deal Creation

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This n8n workflow streamlines the process of managing email responses from cold outreach campaigns, specifically targeting leads in a CRM system like Pipedrive. It automatically monitors multiple Gmail inboxes for new replies, assesses whether the recipient is interested in a meeting using OpenAI’s GPT-4, and then creates a deal in Pipedrive if interest is confirmed.

The workflow begins by listening to incoming emails across configured inboxes. When an email arrives, it searches for the corresponding contact in the CRM by matching the email address. It then checks if the contact is already marked as being ‘in campaign’. Subsequently, it uses GPT-4 to analyze the email response to determine if the recipient is interested in a meeting, providing a clear yes/no and reasoning.

If the response indicates interest, the workflow updates the CRM by creating a new deal associated with that contact. This automation facilitates efficient lead follow-up, reduces manual effort, and ensures timely engagement.

This setup is ideal for sales teams running cold outreach campaigns who want to automate response filtering and follow-up actions. It can be customized for multiple email accounts, making it scalable for growing outreach efforts.

Node Count

11 – 20 Nodes

Nodes Used

code, gmailTrigger, if, openAi, pipedrive, set, stickyNote

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