Use Cases
- Automate lead qualification from email responses
- Integrate CRM data with AI for enhanced decision-making
- Streamline sales processes to improve efficiency
- Increase conversion rates by focusing on interested leads
How It Works
Monitors email inboxes for replies to cold emails Searches for corresponding contacts in Pipedrive CRM Checks if the contact is part of an active campaign Uses AI to assess the interest level of the lead Creates a deal in Pipedrive if the lead is interested
Setup Steps
- 1Import the workflow template into n8n
- 2Set up Gmail credentials for email monitoring
- 3Configure Pipedrive credentials for CRM access
- 4Connect OpenAI credentials for AI analysis
- 5Add a custom field in Pipedrive for campaign tracking
Apps Used
Gmail
Pipedrive
OpenAI
Categories
Target Roles
Industries
Tags
#ai chatbots
#sentiment analysis
#email automation