Pipedrive Lead to Deal with AI

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

{
  "nodes": [
    {
      "id": "97b36168-7fa8-4a97-a6cc-c42496918c4c",
      "name": "Search Person in CRM",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        -880,
        400
      ],
      "parameters": {
        "term": "={{ $json.from.value[0].address }}",
        "limit": 1,
        "resource": "person",
        "operation": "search",
        "additionalFields": {
          "includeFields": ""
        }
      },
      "credentials": {
        "pipedriveApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "2a17582b-9375-4a01-87d9-a50f573b83db",
      "name": "In campaign?",
      "type": "n8n-nodes-base.if",
      "position": [
        -420,
        400
      ],
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{ $json.in_campaign }}",
              "value2": "True"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "2a8d509f-8ac2-4f45-a905-f34552833381",
      "name": "Get person from CRM",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        -640,
        400
      ],
      "parameters": {
        "personId": "={{ $json.id }}",
        "resource": "person",
        "operation": "get",
        "resolveProperties": true
      },
      "credentials": {
        "pipedriveApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "b9c6f3d3-1a6d-4144-8e77-3a3c6e5282d8",
      "name": "Is interested?",
      "type": "n8n-nodes-base.openAi",
      "position": [
        -180,
        380
      ],
      "parameters": {
        "model": "gpt-4",
        "prompt": {
          "messages": [
            {
              "content": "=You are the best sales development representative in the world. You send cold email messages daily to CEOs and founders of companies. You do this to persuade them to make contact. This could be a phone call or a video meeting. \n\nYour task is to assess whether someone is interested in meeting up or calling sometime. You do this by attentively evaluating their response.\n\nThis is the email:\n{{ $('Get email').item.json.text }}\n\nThe response format should be:\n{\"interested\": [yes/no],\n\"reason\": reason\n}\n\nJSON:"
            }
          ]
        },
        "options": {},
        "resource": "chat"
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "f1eb438d-f002-4082-8481-51565df13f5c",
      "name": "Get email",
      "type": "n8n-nodes-base.set",
      "position": [
        -1100,
        400
      ],
      "parameters": {
        "fields": {
          "values": [
            {
              "name": "email",
              "stringValue": "={{ $json.text }}"
            }
          ]
        },
        "options": {}
      },
      "typeVersion": 3.2
    },
    {
      "id": "78461c36-ba54-4f0f-a38e-183bfafa576c",
      "name": "Create deal in CRM",
      "type": "n8n-nodes-base.pipedrive",
      "position": [
        460,
        360
      ],
      "parameters": {
        "title": "={{ $('Get person from CRM').item.json.Name }} Deal",
        "additionalFields": {}
      },
      "credentials": {
        "pipedriveApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "efe07661-9afc-4184-b558-e1f547b6721f",
      "name": "IF interested",
      "type": "n8n-nodes-base.if",
      "position": [
        240,
        380
      ],
      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{ $json.interested }}",
              "value2": "yes"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "7c2b7b59-9d68-4d8c-9b9f-a36ea47526c9",
      "name": "Get response",
      "type": "n8n-nodes-base.code",
      "position": [
        20,
        380
      ],
      "parameters": {
        "mode": "runOnceForEachItem",
        "jsCode": "let interested = JSON.parse($json[\"message\"][\"content\"]).interested\nlet reason = JSON.parse($json[\"message\"][\"content\"]).reason\n\nreturn {json:{\n  interested: interested,\n  reason: reason\n}}"
      },
      "typeVersion": 1
    },
    {
      "id": "53f51f8c-5995-4bcd-a038-3018834942e6",
      "name": "Email box 1",
      "type": "n8n-nodes-base.gmailTrigger",
      "position": [
        -1300,
        400
      ],
      "parameters": {
        "simple": false,
        "filters": {
          "labelIds": []
        },
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        }
      },
      "typeVersion": 1
    },
    {
      "id": "bb1254ec-676a-4edc-bf4a-a1c66bac78bb",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1880,
        360
      ],
      "parameters": {
        "width": 452.37174177689576,
        "height": 462.1804790107177,
        "content": "## About the workflow\nThe 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!\n\n## Setup:\n- Add credentials to the Gmail, OpenAI and Pipedrive Nodes.\n- 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].\n- If you have only one email inbox, you can delete one of the Gmail nodes.\n- 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!\n- In the Gmail inbox nodes, select Inbox under label names and uncheck Simplify."
      },
      "typeVersion": 1
    },
    {
      "id": "c1aaee97-11f4-4e9d-9a71-90ca3f5773a9",
      "name": "Email box 2",
      "type": "n8n-nodes-base.gmailTrigger",
      "position": [
        -1300,
        600
      ],
      "parameters": {
        "simple": false,
        "filters": {
          "labelIds": []
        },
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        }
      },
      "typeVersion": 1
    }
  ],
  "connections": {
    "Get email": {
      "main": [
        [
          {
            "node": "Search Person in CRM",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Email box 1": {
      "main": [
        [
          {
            "node": "Get email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Email box 2": {
      "main": [
        [
          {
            "node": "Get email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get response": {
      "main": [
        [
          {
            "node": "IF interested",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "In campaign?": {
      "main": [
        [
          {
            "node": "Is interested?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "IF interested": {
      "main": [
        [
          {
            "node": "Create deal in CRM",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Is interested?": {
      "main": [
        [
          {
            "node": "Get response",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Get person from CRM": {
      "main": [
        [
          {
            "node": "In campaign?",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Search Person in CRM": {
      "main": [
        [
          {
            "node": "Get person from CRM",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• openAiApi
• pipedriveApi

How this works

This workflow automates lead qualification and deal creation in Pipedrive by analysing incoming Gmail responses to your sales campaigns, saving you hours of manual follow-up and ensuring no hot leads slip through. It's ideal for sales teams or solo entrepreneurs managing outreach who want AI-powered insights without constant CRM checks. The key step involves OpenAI evaluating the prospect's interest from their email reply, triggering a new deal in Pipedrive if positive, while sticky notes capture key details for easy reference.

Use this when running email campaigns and needing to prioritise engaged leads quickly, especially with high-volume inboxes. Avoid it for non-email triggers or if you lack OpenAI access, as it relies on Gmail for event-driven starts. Common variations include swapping OpenAI for simpler keyword checks or adding Slack notifications for deal alerts.

About this workflow

Code Pipedrive. Uses pipedrive, openAi, gmailTrigger, stickyNote. Event-driven trigger; 11 nodes.

Source: https://github.com/Zie619/n8n-workflows — original creator credit. Request a take-down →

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