AI-Powered Zoho CRM Lead Management with OpenAI GPT
Ready for 3.0What this workflow does
This AI workflow has 11 nodes and runs when a chat message arrives (plus 1 other trigger). Along the way it connects Zoho CRM, OpenAI Chat Model and MCP Client.
How it runs
Trigger: When a chat message arrives (plus 1 other trigger).
- AI Agent: runs an AI agent, with model: OpenAI Chat Model; 1 tool (MCP Client); memory: Simple Memory
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.
Rarely used nodes in this template: n8n-nodes-base.zohoCrmTool
Nodes used (7)
- MCP Server Trigger
@n8n/n8n-nodes-langchain.mcpTrigger - Zoho Crm Tool
n8n-nodes-base.zohoCrmTool - Chat Trigger
@n8n/n8n-nodes-langchain.chatTrigger - AI Agent
@n8n/n8n-nodes-langchain.agent - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - Simple Memory
@n8n/n8n-nodes-langchain.memoryBufferWindow - MCP Client Tool
@n8n/n8n-nodes-langchain.mcpClientTool
From the author
🧩 Zoho CRM MCP Server Integration (n8n Workflow) 🧠 Overview This n8n flow integrates Zoho CRM with an MCP (Model Context Protocol) Server and OpenAI Chat Model, enabling AI-driven automation for CRM lead management. It allows an AI Agent to create, update,…