{ "nodes": [ { "parameters": { "promptType": "define", "text": "=Below is the customer information extracted from Zendesk. Analyze this data.\n\n{\n \"companyName\": \"{{ $json.customer_name }}\",\n \"email\": \"{{ $json.email }}\",\n \"domain\": \"{{ $json.email ? $json.email.split('@').pop() : null }}\",\n \"phone\": \"{{ $json.phone }}\",\n \"address\": \"{{ $json.address }}\",\n \"locale\": \"{{ $json.locale }}\"\n}", "hasOutputParser": true, "options": { "systemMessage": "={{ $('Aggregate Prompts').first().json.data.find(item => item.key === 'system_prompt_base_agent')?.value || \"You are a Helpful Assistant\" }}", "maxIterations": 10 } }, "type": "@n8n/n8n-nodes-langchain.agent", "typeVersion": 3, "position": [ 2000, 320 ], "id": "0d994704-fbab-48b9-a288-fa40e94700a4", "name": "AI Agent", "retryOnFail": true }, { "parameters": { "options": {} }, "type": "@n8n/n8n-nodes-langchain.lmChatGoogleGemini", "typeVersion": 1, "position": [ 1920, 112 ], "id": "4fb88076-91f4-47b1-8d7e-4ee54d5fe0fa", "name": "Google Gemini Chat Model", "credentials": { "googlePalmApi": { "name": "" } } }, { "parameters": { "jsonSchemaExample": "{\n \"decision\": \"YES or NO\",\n \"reason\": \"short one-sentence justification\",\n \"estimated_shipping_volume\": \"low | medium | high\",\n \"likely_logistics_type\": \"parcels | pallets | both | unknown\",\n \"score\": 0.0,\n \"compact_instruction\": \"company summary\"\n}" }, "type": "@n8n/n8n-nodes-langchain.outputParserStructured", "typeVersion": 1.3, "position": [ 2240, 112 ], "id": "adf8bf4f-dfd2-4fb3-b12d-4d5ab0cb6cd3", "name": "Structured Output Parser" }, { "parameters": { "toolDescription": "Use this tool to perform real-time Google Search on the internet. The tool returns live web results, which you must analyze.", "method": "POST", "url": "=https://generativelanguage.googleapis.com/v1beta/models/gemini-2.5-flash:generateContent", "authentication": "genericCredentialType", "genericAuthType": "httpHeaderAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"system_instruction\": {\n \"parts\": [\n {\n \"text\": \"{{ $('Aggregate Prompts').first().json.data.find(item => item.key === 'system_prompt_web_search_agent')?.value.replace(/\\n/g, '\\\\n') || \"You are a Internet Explorer\" }}\"\n }\n ]\n },\n \"contents\": [\n {\n \"parts\": [\n {\n \"text\": {{ JSON.stringify($fromAI(\"input\", \"\", \"string\")) }}\n }\n ]\n }\n ],\n \"tools\": [\n {\n \"google_search\": {}\n }\n ]\n}", "options": {} }, "type": "n8n-nodes-base.httpRequestTool", "typeVersion": 4.3, "position": [ 2080, 112 ], "id": "0ecf856f-1205-4402-8a16-a7a22574725a", "name": "Gemini Search", "credentials": { "httpHeaderAuth": { "name": "" } } }, { "parameters": { "conditions": { "options": { "caseSensitive": true, "leftValue": "", "typeValidation": "strict", "version": 2 }, "conditions": [ { "id": "6d1ee5eb-c704-48ed-99f5-b977449dc9ee", "leftValue": "={{ $json.output.decision.toLowerCase() }}", "rightValue": "yes", "operator": { "type": "string", "operation": "equals", "name": "filter.operator.equals" } }, { "id": "ab900d61-eacc-4494-9ab8-327ac1213599", "leftValue": "={{ $json.output.score }}", "rightValue": 5, "operator": { "type": "number", "operation": "gt" } } ], "combinator": "and" }, "options": {} }, "type": "n8n-nodes-base.if", "typeVersion": 2.2, "position": [ 2320, 320 ], "id": "c1f79baa-0e41-43c3-85e5-3fc2e32fcdf5", "name": "If a Good Lead" }, { "parameters": { "method": "POST", "url": "https://api.pipedrive.com/api/v2/organizations", "authentication": "genericCredentialType", "genericAuthType": "httpQueryAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"name\": \"{{ $json.body.customer_name }}{{ $json.body.email ? \"-\" + $json.body.email.split('@').pop() : '' }}\",\n \"label_ids\": [10],\n \"visible_to\": 3,\n {{ $json.body.address ? `\"address\": {\n \\\"value\\\": \\\"${$json.body.address}\\\"\n },` : \"\" }}\n \"custom_fields\": {\n \"1a654f5d25fbae0ae82577dfa3448024f852e366\": \"{{ $json.body.zendesk_id }}\",\n \"e62dba18429c4bb3307916ec46a4793d22f970c2\": {{ $json.body.lead_score }},\n \"13096dc68ea12064d2c5e0935722ff0839caff2f\": \"{{ $json.body.estimated_shipping_volume }}\",\n \"5df1b60a6200ac568db991d4e1440459a92ff39b\": \"{{ $json.body.likely_logistics_type }}\",\n \"a000a1a83ca6689b763f109e03c5f43eb78e71cf\": {{ $json.body.zendesk_id }}\n }\n}", "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 576, 1328 ], "id": "1a1c3ec1-9fb5-49f2-953f-6c7405316589", "name": "Create Organization", "retryOnFail": true, "credentials": { "httpQueryAuth": { "name": "" } } }, { "parameters": { "method": "POST", "url": "https://api.pipedrive.com/api/v2/persons", "authentication": "genericCredentialType", "genericAuthType": "httpQueryAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"name\": \"{{ $('Webhook').item.json.body.customer_name }}\",\n \"label_ids\": [14],\n \"org_id\": {{ $json.data.id }},\n {{ $('Webhook').item.json.body.email ? `\"emails\": [{\n \\\"value\\\": \\\"${$('Webhook').item.json.body.email}\\\",\n \\\"primary\\\": true,\n \\\"label\\\": \\\"Work\\\"\n }],` : \"\" }}\n \"phones\": [\n {\n \"value\": \"{{ $('Webhook').item.json.body.phone }}\",\n \"primary\": true,\n \"label\": \"Phone\"\n }\n ],\n \"visible_to\": 3\n}", "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 784, 1328 ], "id": "5850eff1-3ac8-46d3-a2fe-bf05f7d5a801", "name": "Create Person", "retryOnFail": true, "credentials": { "httpQueryAuth": { "name": "" } } }, { "parameters": { "method": "POST", "url": "https://api.pipedrive.com/api/v2/deals", "authentication": "genericCredentialType", "genericAuthType": "httpQueryAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"title\": \"New Business Lead \u2013 {{ $('Webhook').item.json.body.customer_name }}\",\n \"owner_id\": {{ $json.data.owner_id }},\n \"person_id\": {{ $json.data.id }},\n \"org_id\": {{ $json.data.org_id }},\n \"pipeline_id\": 1,\n \"stage_id\": 1,\n \"value\": 0,\n \"currency\": \"EUR\",\n \"visible_to\": 3,\n \"channel\": 37,\n \"channel_id\": \"{{ $('Webhook').item.json.body.zendesk_id }}\"\n}", "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 992, 1328 ], "id": "6e7e5856-23a7-4697-a66a-d9d218c4f99a", "name": "Create Deal", "retryOnFail": true, "credentials": { "httpQueryAuth": { "name": "" } } }, { "parameters": { "method": "POST", "url": "https://api.pipedrive.com/api/v1/notes", "authentication": "genericCredentialType", "genericAuthType": "httpQueryAuth", "sendBody": true, "specifyBody": "json", "jsonBody": "={\n \"content\": {{ JSON.stringify($('Webhook').item.json.body.note) }},\n \"deal_id\": {{ $json.data.id }},\n \"pinned_to_deal_flag\": 1\n}", "options": {} }, "type": "n8n-nodes-base.httpRequest", "typeVersion": 4.3, "position": [ 1200, 1328 ], "id": "1ecf6a1d-6553-494b-99c1-a5a99a4b85f9", "name": "Create Note", "retryOnFail": true, "credentials": { "httpQueryAuth": { "name": "" } } }, { "parameters": { "aggregate": "aggregateAllItemData", "options": {} }, "type": "n8n-nodes-base.aggregate", "typeVersion": 1, "position": [ 688, 304 ], "id": "bfec5e52-3edd-4dbc-a078-668301a3edfc", "name": "Aggregate Prompts" }, { "parameters": { "content": "## Push Leads to Pipedrive", "height": 80, "width": 304, "color": 5 }, "type": "n8n-nodes-base.stickyNote", "position": [ 432, 1184 ], "typeVersion": 1, "id": "da4fef19-177a-41c6-957a-2b14759d9d69", "name": "Sticky Note3" }, { "parameters": { "content": "## \ud83d\udd27 Setup Requirements\n\n**Required Credentials:**\n1. **Pipedrive API** (Query Auth)\n - Parameter: api_token\n\n2. **Google Gemini API**\n - PaLM API account\n", "height": 236, "width": 400, "color": 5 }, "type": "n8n-nodes-base.stickyNote", "position": [ -272, 976 ], "typeVersion": 1, "id": "3cb71af8-06b8-479d-b2b9-a55f952fd075", "name": "Setup - Credentials" }, { "parameters": { "content": "## \ud83d\udcca Data Tables Required\n\n**Table 1: verpakkingenxl-2.0-zendesk**\nMain lead database with fields:\n- Company info (name, CoC, VAT, address)\n- Contact details (name, email, phone)\n- AI results (decision, score, reason)\n- Status tracking (queued/processed)\n- Pipedrive IDs (org, person, deal, note)\n\n**Table 2: verpakkingenxl-2.0-KVS**\nConfiguration storage:\n- system_prompt_base_agent\n- system_prompt_web_search_agent\n- daily_processing_limit", "height": 392, "width": 400, "color": 5 }, "type": "n8n-nodes-base.stickyNote", "position": [ -272, 1264 ], "typeVersion": 1, "id": "50ae0876-8e5c-4573-bede-48d5af608adc", "name": "Setup - Data Tables" }, { "parameters": { "content": "## \ud83e\udd16 AI Lead Qualification Engine\n\n**Model:** Google Gemini Chat\n**Tools Available:**\n- Gemini Search (web grounding)\n\n**Qualification Process:**\n1. Receives company data from webhook\n2. Performs web research on business\n3. Analyzes shipping potential\n4. Generates structured output:\n - Decision: YES/NO\n - Score: 0-10\n - Reason: Justification\n - Shipping Volume: low/medium/high\n - Logistics Type: parcels/pallets/both\n - Summary: Business overview\n\n**Quality Gate:** Only leads with score > 5", "height": 480, "width": 440, "color": 3 }, "type": "n8n-nodes-base.stickyNote", "position": [ 1712, 624 ], "typeVersion": 1, "id": "25afaef8-632d-468e-a755-7f1c6db13f62", "name": "AI Qualification Engine" }, { "parameters": { "content": "## \ud83c\udf93 AI Prompt Engineering\n\n**System Prompts Location:** KVS Data Table\n\n**Base Agent Prompt:**\n- Defines AI personality and role\n- Sets qualification criteria\n- Specifies output format\n- Guides decision logic\n\n**Web Search Agent Prompt:**\n- Instructs search strategy\n- Defines relevant sources\n- Guides data extraction\n- Sets research depth\n\n**Best Practices:**\n1. Be specific about output format\n2. Include examples of good decisions\n3. Define edge cases clearly\n4. Test with various company types\n5. Iterate based on results\n\n**Tip:** Update prompts in KVS table without changing workflow structure", "height": 564, "width": 400, "color": 3 }, "type": "n8n-nodes-base.stickyNote", "position": [ 1200, 608 ], "typeVersion": 1, "id": "65c0bdca-75b9-42b8-8f9b-4e526d8be761", "name": "AI Prompt Engineering" }, { "parameters": { "content": "## \ud83c\udfaf Lead Scoring Logic\n\n**If Score > 5:**\n\u2192 Added to queue\n\u2192 Creates complete lead record\n\u2192 Processed in daily batch\n\n**Decision Criteria:**\n- Business size & potential\n- Shipping volume estimation\n- Industry relevance\n- Company legitimacy\n- Market presence", "height": 324, "width": 360, "color": 3 }, "type": "n8n-nodes-base.stickyNote", "position": [ 2240, 624 ], "typeVersion": 1, "id": "51df5005-f02b-44af-b76e-4d15422f7cf6", "name": "Lead Scoring Logic" }, { "parameters": { "content": "## Research on Business", "height": 80, "width": 352, "color": 5 }, "type": "n8n-nodes-base.stickyNote", "position": [ 352, 192 ], "typeVersion": 1, "id": "827ee4be-b57f-41ee-954a-a0ed64b2f29e", "name": "Sticky Note4" }, { "parameters": { "content": "", "height": 2224, "width": 2752, "color": 4 }, "type": "n8n-nodes-base.stickyNote", "position": [ 224, 32 ], "typeVersion": 1, "id": "5c212586-cecd-4d62-a77f-73999f98edb0", "name": "Sticky Note2" }, { "parameters": { "operation": "get", "dataTableId": { "__rl": true, "value": "YKWzyvGF8jUIxKwI", "mode": "list", "cachedResultName": "verpakkingenxl-2.0-KVS", "cachedResultUrl": "/projects/9rlsqBZGPNj4ARdI/datatables/YKWzyvGF8jUIxKwI" }, "returnAll": true }, "type": "n8n-nodes-base.dataTable", "typeVersion": 1, "position": [ 512, 304 ], "id": "24cf5009-60d6-4f0d-93c4-006bf58ace59", "name": "Get KVS" }, { "parameters": { "options": {} }, "type": "n8n-nodes-base.splitInBatches", "typeVersion": 3, "position": [ 1792, 304 ], "id": "6dd86a68-8a9a-428d-b3a2-f3241ffff2ab", "name": "Loop Over Raw Items" }, { "parameters": { "assignments": { "assignments": [ { "id": "adefb025-2a16-4b18-bf4b-dacc972b77e1", "name": "done", "value": true, "type": "boolean" } ] }, "options": {} }, "type": "n8n-nodes-base.set", "typeVersion": 3.4, "position": [ 2768, 368 ], "id": "e46c9234-0f28-4cb8-8645-3c1ba1645eb7", "name": "Edit Fields" }, { "parameters": { "httpMethod": "POST", "path": "push-to-pipedrive", "responseMode": "responseNode", "options": { "ignoreBots": true } }, "type": "n8n-nodes-base.webhook", "typeVersion": 2.1, "position": [ 384, 1328 ], "id": "55ddbf92-1e37-4619-8556-96ee895bd830", "name": "Webhook" }, { "parameters": { "respondWith": "json", "responseBody": "={\n \"org_id\": {{ $json.org_id }},\n \"person_id\": {{ $json.person_id }},\n \"deal_id\": {{ $json.deal_id }},\n \"note_id\": {{ $json.note_id }}\n}", "options": {} }, "type": "n8n-nodes-base.respondToWebhook", "typeVersion": 1.4, "position": [ 1584, 1328 ], "id": "430ff2fc-358c-458f-bb53-0f6cf3117aed", "name": "Respond to Webhook" }, { "parameters": { "content": "## AI-Powered Lead Qualification System\n\n**Purpose:** Automatically research Zendesk leads using AI and push qualified ones to Pipedrive.\n\n**Two Modes:**\n1. **Research Mode** - Daily processing of new leads with AI qualification\n2. **Push Mode** - Daily at 8 PM UTC or via webhook to create Pipedrive records\n\n**Data Tables:**\n- `verpakkingenxl-2.0-zendesk` - Lead database\n- `verpakkingenxl-2.0-KVS` - Configuration store\n\n**AI Processing:**\n- Google Gemini with web search\n- Scores leads 0-10\n- Only leads with score > 5 get pushed to Pipedrive\n\n**Pipedrive Creation:**\nOrganization \u2192 Person \u2192 Deal \u2192 Note (all linked together)", "height": 556, "width": 400, "color": 4 }, "type": "n8n-nodes-base.stickyNote", "position": [ -272, 384 ], "typeVersion": 1, "id": "cfd24925-f7cd-4304-8b87-264326848dc8", "name": "Setup - Credentials1" }, { "parameters": { "operation": "deleteRows", "dataTableId": { "__rl": true, "value": "wdNYwr5ue45v2HP4", "mode": "list", "cachedResultName": "verpakkingenxl-2.0-zendesk", "cachedResultUrl": "/projects/9rlsqBZGPNj4ARdI/datatables/wdNYwr5ue45v2HP4" }, "filters": { "conditions": [ { "keyName": "zendesk_id", "keyValue": "={{ $('Loop Over Raw Items').first().json.zendesk_id }}" } ] }, "options": {} }, "type": "n8n-nodes-base.dataTable", "typeVersion": 1, "position": [ 2560, 464 ], "id": "dd9f3fb1-e43f-4abb-b746-85224a2165fe", "name": "Delete Custom Data" }, { "parameters": { "operation": "update", "dataTableId": { "__rl": true, "value": "wdNYwr5ue45v2HP4", "mode": "list", "cachedResultName": "verpakkingenxl-2.0-zendesk", "cachedResultUrl": "/projects/9rlsqBZGPNj4ARdI/datatables/wdNYwr5ue45v2HP4" }, "filters": { "conditions": [ { "keyName": "zendesk_id", "keyValue": "={{ $('Loop Over Raw Items').first().json.zendesk_id }}" } ] }, "columns": { "mappingMode": "defineBelow", "value": { "lead_score": "={{ Number($json.output.score) }}", "decision": "={{ $json.output.decision.toLowerCase() }}", "estimated_shipping_volume": "={{ $json.output.estimated_shipping_volume.toLowerCase() }}", "reason": "={{ $json.output.reason }}", "likely_logistics_type": "={{ $json.output.likely_logistics_type.toLowerCase() }}", "compact_instruction": "={{ $json.output.compact_instruction }}", "note": "=

From: {{ $('Loop Over Raw Items').first().json.source.charAt(0).toUpperCase() + $('Loop Over Raw Items').first().json.source.slice(1) }}

\n

AI Qualification Result:

\n
    \n
  • Decision: {{ $('AI Agent').item.json.output.decision.toLowerCase() }}
    • \n
  • Lead Score: {{ $('AI Agent').item.json.output.score }}
    • \n
  • Reason: {{ $('AI Agent').item.json.output.reason }}
    • \n
  • Estimated Shipping Volume: {{ $('AI Agent').item.json.output.estimated_shipping_volume.toLowerCase() }}
    • \n
  • Likely Logistics Type: {{ $('AI Agent').item.json.output.likely_logistics_type.toLowerCase() }}
    • \n
  • Summary: {{ $('AI Agent').item.json.output.compact_instruction }}
    • \n
", "is_searched": true }, "matchingColumns": [], "schema": [ { "id": "zendesk_id", "displayName": "zendesk_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "customer_name", "displayName": "customer_name", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "email", "displayName": "email", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "phone", "displayName": "phone", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "address", "displayName": "address", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "locale", "displayName": "locale", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "source", "displayName": "source", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "status", "displayName": "status", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "decision", "displayName": "decision", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "reason", "displayName": "reason", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "estimated_shipping_volume", "displayName": "estimated_shipping_volume", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "likely_logistics_type", "displayName": "likely_logistics_type", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "compact_instruction", "displayName": "compact_instruction", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "note", "displayName": "note", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "lead_score", "displayName": "lead_score", "required": false, "defaultMatch": false, "display": true, "type": "number", "readOnly": false, "removed": false }, { "id": "org_id", "displayName": "org_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "person_id", "displayName": "person_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "deal_id", "displayName": "deal_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "note_id", "displayName": "note_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "is_searched", "displayName": "is_searched", "required": false, "defaultMatch": false, "display": true, "type": "boolean", "readOnly": false, "removed": false } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.dataTable", "typeVersion": 1, "position": [ 2560, 304 ], "id": "bcf0aae9-4a4e-4128-b339-24504e71e427", "name": "Update AI Data" }, { "parameters": { "operation": "update", "dataTableId": { "__rl": true, "value": "wdNYwr5ue45v2HP4", "mode": "list", "cachedResultName": "verpakkingenxl-2.0-zendesk", "cachedResultUrl": "/projects/9rlsqBZGPNj4ARdI/datatables/wdNYwr5ue45v2HP4" }, "filters": { "conditions": [ { "keyName": "zendesk_id", "keyValue": "={{ $('Webhook').item.json.body.zendesk_id }}" } ] }, "columns": { "mappingMode": "defineBelow", "value": { "org_id": "={{ $json.data.org_id }}", "deal_id": "={{ $json.data.deal_id }}", "person_id": "={{ $json.data.person_id }}", "note_id": "={{ $json.data.id }}", "status": "processed" }, "matchingColumns": [], "schema": [ { "id": "zendesk_id", "displayName": "zendesk_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "customer_name", "displayName": "customer_name", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "email", "displayName": "email", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "phone", "displayName": "phone", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "address", "displayName": "address", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "locale", "displayName": "locale", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "source", "displayName": "source", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "status", "displayName": "status", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "decision", "displayName": "decision", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "reason", "displayName": "reason", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "estimated_shipping_volume", "displayName": "estimated_shipping_volume", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "likely_logistics_type", "displayName": "likely_logistics_type", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "compact_instruction", "displayName": "compact_instruction", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "note", "displayName": "note", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": true }, { "id": "lead_score", "displayName": "lead_score", "required": false, "defaultMatch": false, "display": true, "type": "number", "readOnly": false, "removed": true }, { "id": "org_id", "displayName": "org_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "person_id", "displayName": "person_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "deal_id", "displayName": "deal_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "note_id", "displayName": "note_id", "required": false, "defaultMatch": false, "display": true, "type": "string", "readOnly": false, "removed": false }, { "id": "is_searched", "displayName": "is_searched", "required": false, "defaultMatch": false, "display": true, "type": "boolean", "readOnly": false, "removed": true } ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {} }, "type": "n8n-nodes-base.dataTable", "typeVersion": 1, "position": [ 1392, 1328 ], "id": "2e342ebe-de23-4cac-b268-2ed0daa50a4f", "name": "Update Pipedrive Data" }, { "parameters": { "content": "## \ud83d\udcbc Pipedrive Record Creation\n\n**Creates 4 Records:**\n\n1. **Organization**\n - Name format: customer_name-domain\n - Custom fields:\n - Zendesk ID\n - Lead Score\n - Estimated Shipping Volume\n - Likely Logistics Type\n - Label: B2B\n - Visibility: All\n\n2. **Person (Contact)**\n - Linked to organization\n - Email & phone numbers\n - Label: B2B Contact\n - Visibility: All\n\n3. **Deal**\n - Title: \"New Business Lead \u2013 [Company]\"\n - Pipeline Stage 1\n - Channel: Zendesk\n - Owner inherited from person\n\n4. **Note**\n - AI qualification details\n - Pinned to deal", "height": 676, "width": 368 }, "type": "n8n-nodes-base.stickyNote", "position": [ 1088, 1520 ], "typeVersion": 1, "id": "d6f7fd28-8405-4525-9a80-f8faedd739e9", "name": "Pipedrive Creation" }, { "parameters": { "content": "## \ud83d\udcdd Configuration Guide\n\n**Step 1: Pipedrive Custom Fields**\nCreate organization custom fields with these IDs:\n- 1a654f5d... (Zendesk ID)\n- e62dba18... (Lead Score)\n- 13096dc6... (Estimated Shipping Volume)\n- 5df1b60a... (Likely Logistics Type)\n- a000a1a8... (Zendesk ID duplicate)\n\n**Step 2: Update Node Configuration**\nReplace field IDs in:\n- Create Organization node\n\n**Step 3: Pipeline Settings**\n- Pipeline ID: 1\n- Stage ID: 1\n- Channel: 37 (n8n)\n- Visibility: 3 (All)\n\n**Step 4: Labels**\n- Organization Label: 10 (Customer)\n- Person Label: 14 (Customer)", "height": 516, "width": 400, "color": 5 }, "type": "n8n-nodes-base.stickyNote", "position": [ 1504, 1520 ], "typeVersion": 1, "id": "a80005b4-a0ed-482b-9e2e-85a44d1f9b81", "name": "Configuration Guide" }, { "parameters": { "content": "## Push Lead to Pipedrive Workflow\n\n**Webhook:** POST `/push-to-pipedrive`\n\n**Flow:**\n```\nWebhook \u2192 Create Org \u2192 Create Person \u2192 Create Deal \u2192 Create Note \u2192 Update DB \u2192 Respond\n```\n\n**Input Required:**\n- zendesk_id\n- customer_name\n- email\n- phone\n- lead_score\n- estimated_shipping_volume\n- likely_logistics_type\n- note (AI analysis)\n\n**Process:**\n1. Creates Organization with custom fields\n2. Creates Person linked to org\n3. Creates Deal in Pipeline Stage 1\n4. Adds Note with AI analysis\n5. Updates database status to 'processed'\n6. Returns: org_id, person_id, deal_id, note_id\n\n**Database Update:**\nMarks lead as 'processed' and stores Pipedrive IDs", "height": 668, "width": 672, "color": 2 }, "type": "n8n-nodes-base.stickyNote", "position": [ 352, 1520 ], "typeVersion": 1, "id": "d6a22256-f37a-403e-a77a-553b6ff64826", "name": "Batch Processing Schedule" }, { "parameters": { "rule": { "interval": [ { "field": "hours" } ] } }, "type": "n8n-nodes-base.scheduleTrigger", "typeVersion": 1.2, "position": [ 336, 304 ], "id": "f1ebb2a1-2bfa-4ca1-91ac-d9f7fa06e649", "name": "Schedule Trigger" }, { "parameters": { "operation": "get", "dataTableId": { "__rl": true, "value": "wdNYwr5ue45v2HP4", "mode": "list", "cachedResultName": "verpakkingenxl-2.0-zendesk", "cachedResultUrl": "/projects/9rlsqBZGPNj4ARdI/datatables/wdNYwr5ue45v2HP4" }, "matchType": "allConditions", "filters": { "conditions": [ { "keyName": "is_searched", "condition": "isFalse" }, { "keyName": "source", "keyValue": "=zendesk" } ] }, "limit": "={{ $('Aggregate Prompts').item.json.data.find(item => item.key === 'daily_processing_limit')?.value || 50 }}" }, "type": "n8n-nodes-base.dataTable", "typeVersion": 1, "position": [ 1232, 304 ], "id": "e22c83cd-f781-46c7-8e3f-b93de56076aa", "name": "Get Raw Customer Data Zendesk", "executeOnce": false, "alwaysOutputData": true }, { "parameters": { "operation": "get", "dataTableId": { "__rl": true, "value": "wdNYwr5ue45v2HP4", "mode": "list", "cachedResultName": "verpakkingenxl-2.0-zendesk", "cachedResultUrl": "/projects/9rlsqBZGPNj4ARdI/datatables/wdNYwr5ue45v2HP4" }, "matchType": "allConditions", "filters": { "conditions": [ { "keyName": "is_searched", "condition": "isFalse" }, { "keyName": "source", "keyValue": "=erp" } ] }, "limit": "={{ $json[\"data\"].find(item => item.key === 'daily_processing_limit')?.value || 50 }}" }, "type": "n8n-nodes-base.dataTable", "typeVersion": 1, "position": [ 880, 304 ], "id": "79625eb7-9e87-40ea-80ab-73aedf024d5e", "name": "Get Raw Customer Data Erp", "alwaysOutputData": true }, { "parameters": { "aggregate": "aggregateAllItemData", "options": {} }, "type": "n8n-nodes-base.aggregate", "typeVersion": 1, "position": [ 1056, 304 ], "id": "4b3320c0-ed0f-45fa-a78a-c46daf4889a4", "name": "Aggregate Erp", "alwaysOutputData": false }, { "parameters": { "aggregate": "aggregateAllItemData", "options": {} }, "type": "n8n-nodes-base.aggregate", "typeVersion": 1, "position": [ 1408, 304 ], "id": "6d707343-0aa4-40e4-93c5-cfc13dbdb6ab", "name": "Aggregate Zendesk" }, { "parameters": { "jsCode": "// Cleaned inputs\nconst zendeskData = ($('Aggregate Zendesk').first().json.data || [])\n .filter(i => i && Object.keys(i).length);\n\nconst erpData = ($('Aggregate Erp').first().json.data || [])\n .filter(i => i && Object.keys(i).length);\n\n// Limit\nconst limit = $('Aggregate Prompts')\n .first()\n .json\n .data\n ?.find(i => i.key === 'daily_processing_limit')\n ?.value || 0;\n\nfunction pickBalanced(z, e, limit) {\n const half = Math.floor(limit / 2);\n\n let takeZ = Math.min(half, z.length);\n let takeE = Math.min(half, e.length);\n\n if (takeZ < half) takeE = Math.min(e.length, limit - takeZ);\n if (takeE < half) takeZ = Math.min(z.length, limit - takeE);\n\n return [\n ...z.slice(0, takeZ),\n ...e.slice(0, takeE)\n ];\n}\n\nreturn pickBalanced(zendeskData, erpData, limit);\n" }, "type": "n8n-nodes-base.code", "typeVersion": 2, "position": [ 1584, 304 ], "id": "9a4fdfdc-40f5-4047-a718-d5bde5a1b00f", "name": "Combine Data" }, { "parameters": { "content": "## Lead Qualification Process\n\n**Workflow Overview:**\n```\nSchedule (hourly) \u2192 Get KVS \u2192 Aggregate Prompts \u2192 Get ERP Data \u2192 Aggregate ERP \u2192 Get Zendesk Data \u2192 Aggregate Zendesk \u2192 Balance & Merge \u2192 Loop Over Items \u2192 AI Agent \u2192 Decision \u2192 Update/Delete \u2192 Loop Back\n```\n\n**Before Loop:**\n- **Get KVS:** Fetches AI prompts and `daily_processing_limit` from config table\n- **Aggregate Prompts:** Makes config accessible to downstream nodes\n- **Get Raw Data (ERP & Zendesk):** Fetches unprocessed leads where `is_searched = false` from respective sources\n- **Balance & Merge:** JavaScript code balances ERP/Zendesk leads (50/50 split) up to processing limit\n\n**Configuration:** Edit system prompts and limits in KVS table without workflow changes", "height": 404, "width": 692, "color": 6 }, "type": "n8n-nodes-base.stickyNote", "position": [ 320, 480 ], "typeVersion": 1, "id": "e759bcfd-3b7a-43eb-adb6-1a31fe6dd339", "name": "Lead Qualification Overview" } ], "connections": { "AI Agent": { "main": [ [ { "node": "If a Good Lead", "type": "main", "index": 0 } ] ] }, "Google Gemini Chat Model": { "ai_languageModel": [ [ { "node": "AI Agent", "type": "ai_languageModel", "index": 0 } ] ] }, "Structured Output Parser": { "ai_outputParser": [ [ { "node": "AI Agent", "type": "ai_outputParser", "index": 0 } ] ] }, "Gemini Search": { "ai_tool": [ [ { "node": "AI Agent", "type": "ai_tool", "index": 0 } ] ] }, "If a Good Lead": { "main": [ [ { "node": "Update AI Data", "type": "main", "index": 0 } ], [ { "node": "Delete Custom Data", "type": "main", "index": 0 } ] ] }, "Create Organization": { "main": [ [ { "node": "Create Person", "type": "main", "index": 0 } ] ] }, "Create Person": { "main": [ [ { "node": "Create Deal", "type": "main", "index": 0 } ] ] }, "Create Deal": { "main": [ [ { "node": "Create Note", "type": "main", "index": 0 } ] ] }, "Create Note": { "main": [ [ { "node": "Update Pipedrive Data", "type": "main", "index": 0 } ] ] }, "Aggregate Prompts": { "main": [ [ { "node": "Get Raw Customer Data Erp", "type": "main", "index": 0 } ] ] }, "Get KVS": { "main": [ [ { "node": "Aggregate Prompts", "type": "main", "index": 0 } ] ] }, "Loop Over Raw Items": { "main": [ [], [ { "node": "AI Agent", "type": "main", "index": 0 } ] ] }, "Edit Fields": { "main": [ [ { "node": "Loop Over Raw Items", "type": "main", "index": 0 } ] ] }, "Webhook": { "main": [ [ { "node": "Create Organization", "type": "main", "index": 0 } ] ] }, "Delete Custom Data": { "main": [ [ { "node": "Edit Fields", "type": "main", "index": 0 } ] ] }, "Update AI Data": { "main": [ [ { "node": "Edit Fields", "type": "main", "index": 0 } ] ] }, "Update Pipedrive Data": { "main": [ [ { "node": "Respond to Webhook", "type": "main", "index": 0 } ] ] }, "Schedule Trigger": { "main": [ [ { "node": "Get KVS", "type": "main", "index": 0 } ] ] }, "Get Raw Customer Data Zendesk": { "main": [ [ { "node": "Aggregate Zendesk", "type": "main", "index": 0 } ] ] }, "Get Raw Customer Data Erp": { "main": [ [ { "node": "Aggregate Erp", "type": "main", "index": 0 } ] ] }, "Aggregate Erp": { "main": [ [ { "node": "Get Raw Customer Data Zendesk", "type": "main", "index": 0 } ] ] }, "Aggregate Zendesk": { "main": [ [ { "node": "Combine Data", "type": "main", "index": 0 } ] ] }, "Combine Data": { "main": [ [ { "node": "Loop Over Raw Items", "type": "main", "index": 0 } ] ] } }, "meta": { "templateCredsSetupCompleted": true } }