This workflow follows the Agent → Datatable recipe pattern — see all workflows that pair these two integrations.
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": [
{
"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": "<your credential>"
}
}
},
{
"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": "<your credential>"
}
}
},
{
"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": "<your credential>"
}
}
},
{
"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": "<your credential>"
}
}
},
{
"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\": \"{{ $('Webhook').item.json.body.zendesk_id }}\"\n}",
"options": {}
},
"type": "n8n-nodes-base.httpRequest",
"typeVersion": 4.3,
"position": [
992,
1328
],
"id": "6e7e5856-23a7-4697-a66a-d9d218c4f99a",
"name": "Create Deal",
"retryOnFail": true,
"credentials": {
"httpQueryAuth": {
"name": "<your credential>"
}
}
},
{
"parameters": {
"method": "POST",
"url": "https://api.pipedrive.com/api/v1/notes",
"authentication": "genericCredentialType",
"genericAuthType": "httpQueryAuth",
"sendBody": true,
"specifyBody": "json",
"jsonBody": "={\n \"content\": {{ JSON.stringify($('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": "<your credential>"
}
}
},
{
"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": "=<p><strong>From: {{ $('Loop Over Raw Items').first().json.source.charAt(0).toUpperCase() + $('Loop Over Raw Items').first().json.source.slice(1) }}</strong></p>\n<p><strong>AI Qualification Result:</strong></p>\n<ul>\n <li><strong>Decision:</strong> {{ $('AI Agent').item.json.output.decision.toLowerCase() }}</li>\n <li><strong>Lead Score:</strong> {{ $('AI Agent').item.json.output.score }}</li>\n <li><strong>Reason:</strong> {{ $('AI Agent').item.json.output.reason }}</li>\n <li><strong>Estimated Shipping Volume:</strong> {{ $('AI Agent').item.json.output.estimated_shipping_volume.toLowerCase() }}</li>\n <li><strong>Likely Logistics Type:</strong> {{ $('AI Agent').item.json.output.likely_logistics_type.toLowerCase() }}</li>\n <li><strong>Summary:</strong> {{ $('AI Agent').item.json.output.compact_instruction }}</li>\n</ul>",
"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
}
}
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.
googlePalmApihttpHeaderAuthhttpQueryAuth
Pro
For the full experience including quality scoring and batch install features for each workflow upgrade to Pro
How this works
This workflow automates the qualification and processing of incoming leads from web forms or emails, instantly determining if they're high-value prospects and seamlessly creating corresponding records in your CRM. It's ideal for sales teams or marketers handling high volumes of inquiries who want to save hours on manual data entry and focus on nurturing promising opportunities. The key step involves an AI agent powered by Google Gemini that analyses lead details, parses structured outputs to assess quality, and triggers CRM actions like organisation and deal creation if it qualifies as a good lead.
Use this workflow when you receive leads via webhooks from tools like Typeform or HubSpot and need rapid, intelligent routing to your CRM without human intervention. Avoid it for low-volume or highly custom qualification logic that requires manual oversight, as the AI's decisions might need fine-tuning for niche industries. Common variations include adding email notifications post-creation or integrating with additional CRMs like Salesforce for broader compatibility.
About this workflow
Main-2.0. Uses agent, lmChatGoogleGemini, outputParserStructured, httpRequestTool. Webhook trigger; 37 nodes.
Source: https://github.com/anas-farooq8/verpakkingenxl-2.0/blob/e7cc48d055a439011a9df8450c9328642a740939/workflows/Main-2.0.json — original creator credit. Request a take-down →
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