Use Cases
- Automate lead qualification from email responses.
- Create deals in CRM based on lead interest.
- Streamline sales processes by integrating email and CRM systems.
How It Works
Monitor incoming emails for responses. Search for corresponding contacts in the CRM. Evaluate responses using AI to determine interest. Create deals in the CRM for interested leads.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Gmail credentials for email monitoring.
- 3Set up Pipedrive credentials for CRM access.
- 4Add a custom field in Pipedrive for 'in_campaign'.
- 5Test the workflow to ensure proper functionality.
Apps Used
Gmail
Pipedrive
OpenAI
Categories
Industries
Tags
#email automation
#process automation
#workflow management