# Personalized cold lead re-engagement with Zoho CRM and OpenAI: n8n workflow

> 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.

Source: https://millionrounds.com/workflow/personalized-cold-lead-re-engagement-with-zoho-crm-and-opena (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)

# 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.

Medium Calls a model: Azure OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fpersonalized-cold-lead-re-engagement-with-zoho-crm-and-opena)

**19 steps** Medium: a working afternoon

**4** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Model 2 Logic 12 Service 4

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

- 1 **Schedule: Mon/Wed/Fri 9AM1** Schedule trigger *Starts it*
- 2 **GPT-4o Mini Model** Lm Chat Azure Open Ai *Model*
- 3 **Calculate Date Ranges1** Function *Logic*
- 4 **AI Email Composer** Agent *Model*
- 5 **Fetch Cold Leads from Zoho** Http Request *Service*
- 6 **Prepare Email Data1** Set *Logic*
- 7 **Process & Score Leads1** Function *Logic*
- 8 **Send Email1** Email Send *Service*
- 9 **Filter High-Value Leads1** If *Logic*
- 10 **Check If SMS Needed1** If *Logic*
- 11 **Tech Segment?1** If *Logic*
- 12 **Send SMS (HOT Leads)1** Http Request *Service*
- 13 **Update CRM Record1** Http Request *Service*
- 14 **Set Tech Segment1** Set *Logic*
- 15 **Healthcare Segment?1** If *Logic*
- 16 **Aggregate Campaign Stats1** Function *Logic*
- 17 **A/B Test Setup1** Set *Logic*
- 18 **Set Healthcare Segment1** Set *Logic*
- 19 **Set General Segment1** Set *Logic*

## 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.

## 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%2Fpersonalized-cold-lead-re-engagement-with-zoho-crm-and-opena)
- **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.

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

## Workflows like it

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

- [**Automate B2B lead generation & personalized cold emails** 18 steps · calls a model · Email, Gmail](https://millionrounds.com/workflow/automate-b2b-lead-generation-and-personalized-cold-emails)
- [**Automate event follow-ups with OpenAI and LinkedIn** 20 steps · calls a model · Email, HubSpot](https://millionrounds.com/workflow/automate-event-follow-ups-with-openai-and-linkedin)
- [**Send daily AI-personalized cold emails with Google Places** 20 steps · calls a model · Email, n8n data table](https://millionrounds.com/workflow/send-daily-ai-personalized-cold-emails-with-google-places)
- [**Lead Status-Based Email Automation with Google Sheets** 20 steps · Email, Google Sheets](https://millionrounds.com/workflow/lead-status-based-email-automation-with-google-sheets)
- [**Qualify legal intake leads with Google Sheets** 18 steps · Email, Google Sheets](https://millionrounds.com/workflow/qualify-legal-intake-leads-with-google-sheets)
- [**Capture LinkedIn leads and sync them with Google Sheets** 17 steps · Email, Google Sheets](https://millionrounds.com/workflow/capture-linkedin-leads-and-sync-them-with-google-sheets)