n8n Workflow: AI-Powered Pipedrive Reply Qualification from Gmail

This n8n workflow automates the process of qualifying replies received via Gmail, extracting key information using AI, and updating associated persons in Pipedrive. It helps sales and CRM teams quickly identify and categorize important responses from their contacts.

What it does

This workflow performs the following key steps:

1. Triggers on new Gmail messages: It continuously monitors a specified Gmail account for new incoming emails.
2. Filters for specific replies: It likely contains an If node (though not explicitly configured in the provided JSON, its presence suggests conditional logic) to filter emails based on criteria such as sender, subject, or content, focusing on replies relevant to Pipedrive persons.
3. Extracts and processes email content: The Code node is used to process the incoming email, likely extracting the reply text and potentially other metadata.
4. Analyzes reply with OpenAI: The extracted reply content is sent to OpenAI for AI-powered analysis, such as sentiment analysis, intent detection, or summarization, to qualify the reply.
5. Updates Pipedrive person: Based on the AI analysis, the workflow updates the corresponding person in Pipedrive, potentially adding notes, updating custom fields, or changing their status.
6. Prepares data for Pipedrive: An Edit Fields (Set) node is used to format and prepare the data (e.g., AI insights, email content) before it's sent to Pipedrive.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• Gmail Account: A Gmail account configured as a credential in n8n for the Gmail Trigger node to listen for emails.
• Pipedrive Account: A Pipedrive account configured as a credential in n8n for the Pipedrive node to update person information.
• OpenAI API Key: An OpenAI API key configured as a credential in n8n for the OpenAI node to perform AI analysis.

Setup/Usage

1. Import the workflow: Download the provided JSON and import it into your n8n instance.
2. Configure Credentials:
   • Set up your Gmail OAuth2 or API Key credentials for the Gmail Trigger node.
   • Set up your Pipedrive API Token credentials for the Pipedrive node.
   • Set up your OpenAI API Key credentials for the OpenAI node.
3. Customize Nodes:
   • Gmail Trigger: Configure which emails to listen for (e.g., specific labels, senders, or subjects).
   • If: (If present in the full workflow) Adjust the conditions in the If node to filter replies as needed.
   • Code: Review and modify the JavaScript code to extract specific parts of the email and format them for OpenAI.
   • OpenAI: Customize the prompt sent to OpenAI to get the desired qualification (e.g., "Summarize this email and determine if it's a positive or negative reply regarding a sales opportunity").
   • Edit Fields (Set): Adjust the fields being set to ensure the data is correctly prepared for Pipedrive.
   • Pipedrive: Configure the Pipedrive node to update the correct person and fields based on the AI output (e.g., update a custom field for "Reply Qualification" or add an activity note).
4. Activate the workflow: Once configured, activate the workflow to start processing incoming Gmail replies.