# AI-powered lead qualification with Zoho CRM: n8n workflow

> Started by a clock, and works across Gmail. It hands the judgement calls to Gemini. 13 steps, 1 branch: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/ai-powered-lead-qualification-with-zoho-crm (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# AI-powered lead qualification with Zoho CRM

Started by a clock, and works across Gmail. It hands the judgement calls to Gemini. 13 steps, 1 branch: a working afternoon to understand properly.

Medium Calls a model: Gemini

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-powered-lead-qualification-with-zoho-crm)

**13 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 3 Logic 4 Service 5

The steps in the order they run, from what starts it.

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **Google Gemini Chat Model** Lm Chat Google Gemini *Model*
- 3 **Structured Output Parser** Output Parser Structured *Model*
- 4 **Compute Last Check** Code *Logic*
- 5 **Get many leads** Zoho Crm *Service*
- 6 **Basic LLM Chain** Chain Llm *Model*
- 7 **Merge** Merge *Logic*
- 8 **IF - Qualified Lead** If *Logic*
- 9 **Code in JavaScript** Code *Logic*
- 10 **Update Lead status - Qualified** Zoho Crm *Service*
- 11 **Update Lead status - NOT qualified** Zoho Crm *Service*
- 12 **Enrich Lead (PDL)** Http Request *Service*
- 13 **send mail for verified lead** Gmail *Service*

## How it's built

- **Starts on:** A clock
- **Steps:** 13, with 1 branch
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail
- **Model:** Gemini

## Questions

What does it need to run?

An n8n account, plus your own Gmail account, and a key for Gemini. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls Gemini. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 13 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 13 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fai-powered-lead-qualification-with-zoho-crm)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**Appointment booster: Leads are great… but appointments are better** 13 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/appointment-booster-leads-are-great-but-appointments-are-bet)
- [**Buying-intent leads on Twitter and Instagram with OpenAI** 13 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/buying-intent-leads-on-twitter-and-instagram-with-openai)
- [**Create a founder digest and leads from Hacker News with OpenAI** 13 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/create-a-founder-digest-and-leads-from-hacker-news-with-open)
- [**Draft and approve LinkedIn outreach openers with Apify** 13 steps · calls a model · Apify, Gmail](https://millionrounds.com/workflow/draft-and-approve-linkedin-outreach-openers-with-apify)
- [**Identify buying-intent leads on Twitter and Instagram** 13 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/identify-buying-intent-leads-on-twitter-and-instagram)
- [**Process business cards from Google Drive with OpenAI** 13 steps · calls a model · Airtable, Gmail](https://millionrounds.com/workflow/process-business-cards-from-google-drive-with-openai)
