Sales & CRM
Automatically score Pipedrive leads using AI-powered email analysis
11 nodes
140
103
Automatic trigger
Workflow Description
The automation monitors incoming emails from Pipedrive contacts, analyzes response quality using OpenAI to assess lead qualification, and automatically updates contact records with qualification scores and engagement levels for prioritized follow-up.
How it works
- 1.Receive new incoming emails from Pipedrive contact addresses
- 2.Process email content through OpenAI to evaluate lead quality and purchase intent
- 3.Apply qualification scoring based on predefined criteria and AI insights
- 4.Update Pipedrive contact records with qualification scores and assessment tags
- 5.Archive analysis results in custom fields for sales team review and action
Use cases
- Automatically filter high-quality leads from incoming responses to prioritize outreach
- Eliminate manual qualification reviews by scoring leads at scale with AI consistency
- Reduce response time to qualified prospects by instantly identifying the strongest opportunities
Requirements
- Active Pipedrive account with synced contact database
- OpenAI API key with sufficient credit balance
- Configured Gmail inbox connected as trigger source
- Custom fields in Pipedrive for storing qualification scores and AI assessment results
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Pipedrive
OpenAI
Gmail
Details
Trigger
Automatic trigger
Nodes
11
Apps
3
Views
140
Downloads
103
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (11)
/
Search Person in CRM
Pipedrive
In campaign?
If
Get person from CRM
Pipedrive
Is interested?
OpenAI
Get email
Set
Create deal in CRM
Pipedrive
IF interested
If
Get response
Code
Email box 1
Gmail
Sticky Note
Sticky Note
Email box 2
Gmail