Automation library · Lead generation

Personalized cold lead re-engagement with Zoho CRM and OpenAI

Started by a clock, and works across Email. It hands the judgement calls to Azure OpenAI. 19 steps, 4 branches: a working afternoon to understand properly.

MediumCalls a model: Azure OpenAI

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19 stepsMedium: a working afternoon
4Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 2Logic 12Service 4

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

  1. 1Schedule: Mon/Wed/Fri 9AM1Schedule triggerStarts it
  2. 2GPT-4o Mini ModelLm Chat Azure Open AiModel
  3. 3Calculate Date Ranges1FunctionLogic
  4. 4AI Email ComposerAgentModel
  5. 5Fetch Cold Leads from ZohoHttp RequestService
  6. 6Prepare Email Data1SetLogic
  7. 7Process & Score Leads1FunctionLogic
  8. 8Send Email1Email SendService
  9. 9Filter High-Value Leads1IfLogic
  10. 10Check If SMS Needed1IfLogic
  11. 11Tech Segment?1IfLogic
  12. 12Send SMS (HOT Leads)1Http RequestService
  13. 13Update CRM Record1Http RequestService
  14. 14Set Tech Segment1SetLogic
  15. 15Healthcare Segment?1IfLogic
  16. 16Aggregate Campaign Stats1FunctionLogic
  17. 17A/B Test Setup1SetLogic
  18. 18Set Healthcare Segment1SetLogic
  19. 19Set General Segment1SetLogic

How it's built

Starts on
A clock
Steps
19, with 4 branches
Size
Medium: a working afternoon
Connects to
Email
Model
Azure OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email account, and a key for Azure OpenAI. 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 Azure OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 19 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 19 steps before you point it at anything that matters.