Qualify replies from Pipedrive persons with AI n8n Workflow Template

n8n workflow template · 10 nodes · Pipedrive

Qualify replies from Pipedrive persons with AI is a free n8n workflow template that starts from the Gmail Trigger node and works with Pipedrive, OpenAI and Gmail. It has 10 nodes, 1 of them AI nodes (OpenAI). The notes inside the workflow say: “The 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.” To run it, you add your own credentials for OpenAI API and Pipedrive API.

Download JSON How to import into n8n

At a glance

Trigger: Gmail Trigger (Email box 1)
Nodes: 10
Apps: Pipedrive, OpenAI and Gmail
AI nodes: 1
Credentials: 2 types
Category: CRM, sales and lead generation

Apps and integrations

Pipedrive
OpenAI
Gmail

Node types used

Pipedrive
If
OpenAI
Edit Fields (Set)
Code
Gmail Trigger

Setup notes

The text below comes from the sticky notes inside the workflow. We removed links, code samples and anything that looks like a key or token.

About the workflow

The 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!

Setup

Add credentials to the Gmail, OpenAI and Pipedrive Nodes.
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].
If you have only one email inbox, you can delete one of the Gmail nodes.
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!
In the Gmail inbox nodes, select Inbox under label names and uncheck Simplify.

Nodes in this workflow

The 10 nodes in file order (sticky notes excluded). Branches and connections determine execution order in n8n:

Search Person in CRM (Pipedrive)
In campaign? (If)
Get person from CRM (Pipedrive)
Is interested? (OpenAI)
Get email (Edit Fields (Set))
Create deal in CRM (Pipedrive)
IF interested (If)
Get response (Code)
Email box 1 (Gmail Trigger)
Email box 2 (Gmail Trigger)

Credentials you need

OpenAI API – used by Is interested?
Pipedrive API – used by Create deal in CRM, Get person from CRM and Search Person in CRM

Configure your own credentials after importing. Create each credential in n8n, then select it in the node.

How to import into n8n

Download the JSON file with the button above.
In n8n, open a new workflow, select the ... menu and choose Import from File. You can also paste the JSON straight into the editor canvas.
Open each node that shows a warning and select or create its credential.
Read the notes on the canvas, test the workflow with sample data, then activate it.

Do you need somewhere to run it? Read our guide to self-hosted n8n.