Templates / Generate personalized deal content recommendations with Zoho CRM, GPT-4o-mini & Gmail

Generate personalized deal content recommendations with Zoho CRM, GPT-4o-mini & Gmail

Ready for 3.0

by WeblineIndia ✓ · 214 views · created 2025-12-11 · Lead Nurturing, AI RAG

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What 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.

  1. Fetch Deal Details (Zoho CRM) (Zoho CRM): get (deal)
  2. Extract Deal Context (Code): runs custom JavaScript code
  3. Set Content API Config (Edit Fields (Set)): sets 2 fields: caseStudiesApiUrl, whitepapersApiUrl
  4. Fetch Whitepapers API (HTTP Request): calls an HTTP API
  5. Fetch Case Studies API (HTTP Request): calls an HTTP API
  6. Merge: merges the data from its input branches
  7. Build Combined Content Payload (Code): runs custom JavaScript code
  8. Prepare AI Prompt Fields (Edit Fields (Set)): sets 3 fields: Deal Context, Case Studies Data, White Paper Data
  9. Generate AI Content Recommendations (OpenAI): uses OpenAI
  10. Parse AI JSON Output (Code): runs custom JavaScript code

…plus 1 more step. See the full node list below.

Services it uses

Zoho CRMOpenAIGmail

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)

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…

Excerpt from WeblineIndia's description on n8n.io.

View the original on n8n.io → Check your own copy

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