Qualify Replies From Pipedrive Persons With Ai

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About this recipe

A recipe for Qualify Replies From Pipedrive Persons With Ai

Recipe Template

{
    "meta": {
        "instanceId": "0bd9e607aabfd58640f9f5a370e768a7755e93315179f5bcc6d1f8f114b3567a"
    },
    "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": {
                    "id": "MdJQDtRDHnpwuVYP",
                    "name": "Pipedrive LinkedUp"
                }
            },
            "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": {
                    "id": "MdJQDtRDHnpwuVYP",
                    "name": "Pipedrive LinkedUp"
                }
            },
            "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": {
                    "id": "qPBzqgpCRxncJ90K",
                    "name": "OpenAi account 2"
                }
            },
            "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": {
                    "id": "MdJQDtRDHnpwuVYP",
                    "name": "Pipedrive LinkedUp"
                }
            },
            "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
        }
    ],
    "pinData": [],
    "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
                    }
                ]
            ]
        }
    }
}

How to Use an n8n Template

1

Create a New Workflow

Click "New Workflow" in your n8n dashboard to get started.

2

Copy & Paste Template

First, copy this template: Click here to copy the JSON .
Then, in n8n, click the three dots (···) → "Import from file" and paste the JSON code.

3

Customize the Nodes

Go through each node in the workflow to update inputs like spreadsheet IDs, email addresses, or message content. Adjust field mappings to match your data.

4

Grant Access

For nodes that connect to external apps (like Google Sheets or Slack), you'll need to grant access. Connect your accounts using OAuth or an API key and save the credentials in the node.

5

Test It

Run the workflow by clicking "Execute Node" for each step or "Run Once" for the whole thing. Check the right sidebar to inspect data and debug any errors (they'll show up in red).

6

Activate Workflow

Once everything works as expected, click the "Activate" toggle to turn your workflow on. You're all set!