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Natural language Q&A for Pipedrive leads using GPT-4o-mini

Workflow preview

Natural language Q&A for Pipedrive leads using GPT-4o-mini preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

πŸ“– Description

Ask natural-language questions about your Pipedrive leads. This workflow pulls live lead data from Pipedrive and has OpenAI answer questions like β€œleads added this week”, β€œstuck leads by owner”, or β€œnext activities due today.” Responses are grounded only in your Pipedrive data.


βš™οΈ Setup Instructions

1️⃣ Set Up OpenAI Connection

  1. Go to OpenAI Platform
  2. Navigate to OpenAI Billing
  3. Add funds to your billing account
  4. Copy your API key into the OpenAI credentials in n8n

2️⃣ Connect Pipedrive

  1. In Pipedrive β†’ Personal preferences β†’ API β†’ copy your API token
    • URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api
  2. In n8n β†’ Credentials β†’ New β†’ Pipedrive API
    • Company domain: {your-company} (the subdomain in your Pipedrive URL)
    • API Token: paste the token from step 1 β†’ Save
  3. In the Pipedrive Tool node, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time).

πŸ—£οΈ Example Questions You Can Ask

  • β€œSummarize leads added this week by owner.”
  • β€œWhich leads have no upcoming activity?”
  • β€œShow overdue activities and who owns them.”
  • β€œTop 10 leads by value that are still open.”
  • β€œLeads created in the last 7 days with the label β€˜Inbound’.”
  • β€œWhat are the next actions due today?”
  • β€œWhich leads are stuck >14 days without updates?”
  • β€œGive me a one-paragraph pipeline health summary.”

πŸ“¬ Contact

Need help extending this (e.g., posting summaries to Slack/Email or auto-creating activities)?