Automation library · CRM

Qualify replies from Pipedrive persons with OpenAI and Gmail

Started by an arriving email, and works across Gmail and Pipedrive. It hands the judgement calls to OpenAI. 10 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: OpenAI

10 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 2Model 1Logic 4Service 3

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

  1. 1Email box 1Gmail triggerStarts it
  2. 2Email box 2Gmail triggerStarts it
  3. 3Get emailSetLogic
  4. 4Search Person in CRMPipedriveService
  5. 5Get person from CRMPipedriveService
  6. 6In campaign?IfLogic
  7. 7Is interested?Open AiModel
  8. 8Get responseCodeLogic
  9. 9IF interestedIfLogic
  10. 10Create deal in CRMPipedriveService

How it's built

Starts on
An arriving email
Steps
10, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Pipedrive
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on an arriving email.

Does it use AI?

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

How long does it take to set up?

Plan an afternoon. 10 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 10 steps before you point it at anything that matters.