Generate personalized deal content recommendations with Zoho CRM, GPT-4o-mini & Gmail
Ready for 3.0What this workflow does
This AI workflow has 12 nodes and runs when an HTTP GET request hits its webhook URL. Along the way it connects Zoho CRM, OpenAI and Gmail.
How it runs
Trigger: When an HTTP GET request hits its webhook URL.
- Fetch Deal Details (Zoho CRM) (Zoho CRM): get (deal)
- Extract Deal Context (Code): runs custom JavaScript code
- Set Content API Config (Edit Fields (Set)): sets 2 fields: caseStudiesApiUrl, whitepapersApiUrl
- Fetch Whitepapers API (HTTP Request): calls an HTTP API
- Fetch Case Studies API (HTTP Request): calls an HTTP API
- Merge: merges the data from its input branches
- Build Combined Content Payload (Code): runs custom JavaScript code
- Prepare AI Prompt Fields (Edit Fields (Set)): sets 3 fields: Deal Context, Case Studies Data, White Paper Data
- Generate AI Content Recommendations (OpenAI): uses OpenAI
- Parse AI JSON Output (Code): runs custom JavaScript code
…plus 1 more step. See the full node list below.
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Webhook
n8n-nodes-base.webhook - Zoho CRM
n8n-nodes-base.zohoCrm - Code
n8n-nodes-base.code - Edit Fields (Set)
n8n-nodes-base.set - HTTP Request
n8n-nodes-base.httpRequest - Merge
n8n-nodes-base.merge - OpenAI
@n8n/n8n-nodes-langchain.openAi - Gmail
n8n-nodes-base.gmail
From the author
AI-Powered Deal Content Recommendation and Personalization (Zoho CRM + OpenAI + Gmail + n8n) This workflow automates personalized content recommendations for Zoho CRM deals by analyzing deal details, fetching relevant case studies and whitepapers and…