Templates / Qualify replies from Pipedrive persons with AI

Qualify replies from Pipedrive persons with AI

Needs changes

by Mark de Jonge · 2,009 views · created 2024-01-03 · Lead Generation, AI Summarization

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: OpenAI (legacy). 1 breaking item(s) found. Static check, last run 2026-10-19.

What this workflow does

This workflow has 10 nodes and runs on Gmail events (plus 1 other trigger). Along the way it connects Pipedrive and Gmail.

How it runs

Trigger: On Gmail events (plus 1 other trigger).

  1. Get email (Edit Fields (Set)): sets or maps fields
  2. Search Person in CRM (Pipedrive): search (person)
  3. Get person from CRM (Pipedrive): get (person)
  4. In campaign? (If): checks a condition and branches into true / false
  5. Is interested? (OpenAI): work with chat
  6. Get response (Code): runs custom JavaScript code
  7. If: checks a condition and branches into true / false
  8. Create deal in CRM (Pipedrive): uses Pipedrive

Services it uses

PipedriveGmail

Before you upgrade to n8n 3.0

1 thing in this workflow is removed in n8n 3.0. Fix it before you upgrade:

  • OpenAI (legacy) in Is interested?: replace with OpenAI node (AI section).
  • Also check Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll).
Removed in 3.0Replace with
OpenAI (legacy)
Is interested?
OpenAI node (AI section)

Nodes used (6)

From the author

About the workflow The workflow reads every reply that is received from a cold email campaign and qualifies if the lead is interested in a meeting. If the lead is interested, a deal is made in pipedrive. You can add as many email inboxes as you need! Setup: -…

Excerpt from Mark de Jonge's description on n8n.io.

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

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