Send AI-personalized deal follow-ups from Zoho CRM via email, Slack and WhatsApp with Gemini
Needs changesNeeds changes. This template uses 1 thing(s) that n8n 3.0 removes: Cron. 1 breaking item(s) found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 15 nodes and runs on a schedule (legacy Cron node). Along the way it connects Zoho CRM, Google Gemini Chat Model, Gmail and Slack and 1 more. It also calls zohoapis.com over HTTP.
How it runs
Trigger: On a schedule (legacy Cron node).
- Set Inactivity Cutoff Window (Edit Fields (Set)): sets 1 field: cutoffDate
- Fetch Active Deals from Zoho CRM (Zoho CRM): get many (deal)
- Evaluate Follow-up Eligibility (Code): runs custom JavaScript code
- Is Follow-up Due? (If): checks a condition and branches into true / false
- Generate Personalized Follow-up (AI) (Basic LLM Chain): sends a prompt to an LLM, with model: AI Model (Gemini); output parser: Parse AI Response (Structured JSON)
- Decision Engine (Code): runs custom JavaScript code
- Channel Routing (Switch): routes items into 3 branches
- Send follow-up email (Gmail): uses Gmail
- Send Slack follow-up (Slack): uses Slack
- Send WhatsApp Follow-up (WhatsApp Business Cloud): send
…plus 2 more steps. See the full node list below.
Services it uses
HTTP calls to: zohoapis.com
Before you upgrade to n8n 3.0
1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:
- Cron in Daily Follow-up Scan Trigger: replace with Schedule Trigger.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| Cron Daily Follow-up Scan Trigger | Schedule Trigger |
Nodes used (13)
- Cron
n8n-nodes-base.cron - Edit Fields (Set)
n8n-nodes-base.set - Zoho CRM
n8n-nodes-base.zohoCrm - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - Basic LLM Chain
@n8n/n8n-nodes-langchain.chainLlm - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Switch
n8n-nodes-base.switch - Gmail
n8n-nodes-base.gmail - Slack
n8n-nodes-base.slack - WhatsApp Business Cloud
n8n-nodes-base.whatsApp - HTTP Request
n8n-nodes-base.httpRequest
From the author
Intelligent Deal Follow-Up Automation (n8n + Zoho CRM + AI) This workflow automatically detects inactive deals in Zoho CRM and triggers AI-driven follow-ups across multiple channels. It analyzes deal activity, determines the optimal follow-up method,…