Route lead reply follow-up tasks by intent with Gmail, OpenAI, Pipedrive, and Slack
Ready for 3.0What this workflow does
This AI workflow has 15 nodes and runs on Gmail events. Along the way it connects Gmail, Pipedrive, OpenAI and Slack.
How it runs
Trigger: On Gmail events.
- Set Email Details (Edit Fields (Set)): sets 7 fields: emailBody, Subject, senderEmail…
- Search Lead in Pipedrive (Pipedrive): search (person)
- Check Lead Presence (If): checks a condition and branches into true / false
- OpenAI: uses OpenAI
- Alert Lead Missing in Pipedrive (Gmail): uses Gmail
- Parse AI Response (Code): runs custom JavaScript code
- Route by Lead Intent (Switch): routes items into 4 branches
- Post Slack Notification (Slack): uses Slack
- Create Meeting Task (Pipedrive): work with activity
- Create Pricing Task (Pipedrive): work with activity
…plus 4 more steps. 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 (9)
- Gmail Trigger
n8n-nodes-base.gmailTrigger - Edit Fields (Set)
n8n-nodes-base.set - Pipedrive
n8n-nodes-base.pipedrive - OpenAI
@n8n/n8n-nodes-langchain.openAi - Switch
n8n-nodes-base.switch - Code
n8n-nodes-base.code - Slack
n8n-nodes-base.slack - Gmail
n8n-nodes-base.gmail - If
n8n-nodes-base.if
From the author
Quick overview This workflow monitors a Gmail inbox for lead replies, looks up the sender in Pipedrive, uses OpenAI to classify the lead’s intent and urgency, then creates the appropriate Pipedrive follow-up activity, logs an AI analysis note, and notifies…