Pipedrive Lead Qualification with OpenAI

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 the process of identifying and nurturing potential leads from incoming emails, saving sales teams hours of manual follow-up by intelligently qualifying prospects and creating deals only for those showing genuine interest. It is ideal for sales professionals or small businesses using Pipedrive as their CRM, who receive frequent outreach via Gmail and want to leverage AI to prioritise high-value opportunities without constant oversight. The key step involves OpenAI analysing the email content to determine interest levels, ensuring that only promising leads trigger a new deal in Pipedrive while others are flagged for review.

Use this workflow when handling a steady influx of cold emails or campaign responses that need quick qualification to focus efforts on engaged prospects, particularly in B2B sales cycles. Avoid it for very high-volume inboxes exceeding thousands of emails daily, as the AI processing could introduce delays; instead, consider batch processing alternatives. Common variations include adding Slack notifications for deal creation or integrating with calendar tools to schedule follow-up calls automatically.

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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