Use Cases
- Automate lead qualification based on email replies.
- Create deals in Pipedrive for interested leads.
- Integrate email responses with CRM for streamlined sales processes.
How It Works
Monitor email inboxes for replies using triggers. Search for contacts in Pipedrive based on email content. Evaluate lead interest using OpenAI's natural language processing. Create deals in Pipedrive for leads expressing interest.
Setup Steps
- 1Import the workflow template into n8n.
- 2Set up Gmail credentials for email monitoring.
- 3Configure Pipedrive credentials for CRM access.
- 4Add a custom field in Pipedrive for campaign tracking.
- 5Test the workflow to ensure proper functionality.
Apps Used
Gmail
Pipedrive
OpenAI
Categories
Industries
Tags
#email automation
#process automation
#workflow management