Triage slowing Zoho CRM deals with OpenAI GPT-4o-mini and send Slack alerts
Ready for 3.0Ready 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 11 nodes and runs on a schedule (every 2 hours). Along the way it connects Zoho CRM, OpenAI Chat Model and Slack.
How it runs
Trigger: On a schedule (every 2 hours).
- Get Active Deals (Zoho CRM): get many (deal)
- Process Each Deal (Split Out): splits a list into separate items
- Calculate Momentum Metrics (Code): runs custom JavaScript code
- Filter Slowing Deals (If): checks a condition and branches into true / false
- Generate Acceleration Tactics (AI Agent): runs an AI agent, with model: OpenAI Chat Model
- Enrich Deals with AI (Merge): merges the data from its input branches
- Format Deal Alert Message (Code): runs custom JavaScript code
- Prepare Alert Message (Edit Fields (Set)): sets 5 fields: dealName, alertMessage, dealId…
- Send Alert to Sales Team (Slack): uses Slack
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 (10)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Zoho CRM
n8n-nodes-base.zohoCrm - Split Out
n8n-nodes-base.splitOut - Code
n8n-nodes-base.code - If
n8n-nodes-base.if - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Edit Fields (Set)
n8n-nodes-base.set - Slack
n8n-nodes-base.slack - Merge
n8n-nodes-base.merge
From the author
Quick Overview This workflow runs every two hours to pull deals from Zoho CRM, calculate momentum and velocity metrics from recent activity, use OpenAI to generate sales acceleration tactics for slowing deals, and send formatted alerts to a Slack channel. How…