Qualify replies from Pipedrive persons with AI

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Important notice

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

1. Workflow Overview

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 pipe...

Best for

Lead Generation automation workflows
AI Summarization automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.pipedrive, n8n-nodes-base.if, n8n-nodes-base.openai, n8n-nodes-base.set, n8n-nodes-base.code, n8n-nodes-base.gmailtrigger, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Mark de Jonge.

Original n8n.io source

1.1 Workflow description

Title: Qualify replies from Pipedrive persons with AI
Workflow name: Qualify replies from Pipedrive persons with AI

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:

Add credentials to the Gmail, OpenAI and Pipedrive Nodes.
Add a in_campaign field in Pipedrive for persons. In Pipedrive click on your credentials at the top right, go to company settings > Data fields > Person and click on add custom field. Single option [TRUE/FALSE].
If you have only one email inbox, you can delete one of the Gmail nodes.
If you have more than two email inboxes, you can duplicate a Gmail node as many times as you like. Just connect it to the Get email node, and you are good to go!
In the Gmail inbox nodes, select Inbox under label names and uncheck Simplify.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Search Person in CRM

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 2 - In campaign?

Type / Role: n8n-nodes-base.if - if
Config choices: Version 1

Block 3 - Get person from CRM

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 4 - Is interested?

Type / Role: n8n-nodes-base.openAi - openAi
Config choices: Version 1

Block 5 - Get email

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.2

Block 6 - Create deal in CRM

Type / Role: n8n-nodes-base.pipedrive - pipedrive
Config choices: Version 1

Block 7 - IF interested

Type / Role: n8n-nodes-base.if - if
Config choices: Version 1

Block 8 - Get response

Type / Role: n8n-nodes-base.code - code
Config choices: Version 1

Block 9 - Email box 1

Type / Role: n8n-nodes-base.gmailTrigger - gmailTrigger
Config choices: Version 1

Block 10 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 11 - Email box 2

Type / Role: n8n-nodes-base.gmailTrigger - gmailTrigger
Config choices: Version 1

3. Summary Table

Workflow	Qualify replies from Pipedrive persons with AI
Complexity	intermediate
Nodes	11
Categories	Lead Generation, AI Summarization
Author	Mark de Jonge
Published	03 Jan 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2039/2039.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Lead Generation workflows AI Summarization workflows

Frequently asked questions

What does Qualify replies from Pipedrive persons with AI do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Lead Generation, AI Summarization use case.

Mark de Jonge

1 workflow

Nodes

n8n-nodes-base.pipedrive n8n-nodes-base.if n8n-nodes-base.openai n8n-nodes-base.set n8n-nodes-base.code n8n-nodes-base.gmailtrigger n8n-nodes-base.stickynote

Complexity

intermediate

Published 03 Jan 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2039/2039.json

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Qualify replies from Pipedrive persons with AI

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

About the workflow

Setup:

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Search Person in CRM

Block 2 - In campaign?

Block 3 - Get person from CRM

Block 4 - Is interested?

Block 5 - Get email

Block 6 - Create deal in CRM

Block 7 - IF interested

Block 8 - Get response

Block 9 - Email box 1

Block 10 - Sticky Note

Block 11 - Email box 2

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions