Library / CRM & Sales Pipeline
CRM & Sales Pipeline
Qualify Cold Email Replies with OpenAI and Pipedrive
When a reply to a cold email arrives in Gmail, OpenAI judges the interest and, if positive, a deal is created in Pipedrive.
What it does
## About the workflow The 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! ## Setup: - Add credentials to the Gmail, OpenAI and Pipedrive Nodes. - 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]. - If you have only one email inbox, you can delete one of the Gmail nodes. - 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! - In the Gmail inbox nodes, select Inbox under label names and uncheck Simplify.
The steps
- Search Person in CRM
- In campaign?
- Get person from CRM
- Is interested?
- Get email
- Create deal in CRM
- IF interested
- Get response
- Email box 1
- Email box 2
Similar automations
Lead Generation & EnrichmentQualify Cold Email Replies with OpenAI and Pipedrive10 stepsCRM & Sales PipelineQualify Email Replies and Create Pipedrive Deals with OpenAI12 stepsCRM & Sales PipelineCreate Pipedrive Deals from Interested Email Replies12 stepsCRM & Sales PipelineQualify agency leads and draft email replies with OpenAI, HubSpot, Gmail and Slack24 steps