AI Agent: Cold Email Reply Qualifier to Pipedrive Deal

Unlock Automated Sales Lead Qualification with this AI Agent\n\nStop manually sifting through cold email replies! This AI Agent acts as your automated Sales Development Representative, intelligently qualifying leads so your sales team can focus on closing. It monitors your Gmail inboxes for responses to outreach campaigns, employs OpenAI's GPT-4 to discern genuine interest in a meeting or call, and if positive, seamlessly creates a corresponding deal in Pipedrive. This empowers B2C e-commerce and B2B SaaS businesses to supercharge their sales pipeline efficiency.\n\n### Key Features & Benefits\n* AI-Powered Interest Assessment: Leverages OpenAI (GPT-4) to accurately analyze email content and identify prospects interested in a meeting or call. The AI is prompted to act as a top-tier SDR.\n* Automated Pipedrive Deal Creation: Instantly creates new deals in Pipedrive for leads deemed interested, pre-filling with the contact's name.\n* Multi-Inbox Monitoring: Connects to one or more Gmail inboxes, ensuring all campaign replies are processed.\n* CRM Context-Awareness: Checks if the person from the email reply is part of an active Pipedrive campaign before qualifying.\n* Streamlined Sales Workflow: Eliminates manual email review for qualification, freeing up valuable sales time for direct engagement.\n* Scalable Outreach Management: Easily add or remove Gmail inboxes to match the scale of your email campaigns.\n* Customizable AI Logic: The OpenAI prompt can be fine-tuned to align with specific qualification criteria or desired output.

• An n8n instance (Cloud or self-hosted).\n- OpenAI API Key with access to a GPT-4 model (or a comparable powerful model).\n- Gmail account(s) credentials (App Password recommended if using 2FA).\n- Pipedrive account credentials.\n- In Pipedrive: A custom 'Person' field named in_campaign of type 'Single option' with values 'True' and 'False'.

1. Download the n8n workflow JSON file.\n2. Import the workflow into your n8n instance.\n3. Configure Gmail Nodes:\n a. For 'Email box 1' (and 'Email box 2' if using), authorize your Gmail account(s).\n b. In each Gmail node's 'Options', select 'Inbox' under 'Label Names' and ensure 'Simplify' is unchecked.\n c. If you only need one inbox, delete the 'Email box 2' node. To monitor more inboxes, duplicate a Gmail node and connect it to the 'Get email' node.\n4. Configure Pipedrive Nodes:\n a. Add your Pipedrive API credentials to the 'Search Person in CRM', 'Get person from CRM', and 'Create deal in CRM' nodes.\n b. Pipedrive Custom Field Setup: In Pipedrive, navigate to Company Settings > Data fields. Under 'Person', click 'Add custom field'. Name it in_campaign. For field type, choose 'Single option'. Add 'True' and 'False' as options.\n5. Configure OpenAI Node:\n a. In the 'Is interested?' node, enter your OpenAI API Key.\n b. Ensure the model is set to 'gpt-4' (recommended for best results) or a suitable alternative.\n c. Review the prompt within the OpenAI node. It's designed to identify interest and output JSON, but can be customized.\n6. Activate the workflow. It will now process new email replies based on your setup.