Integrations
We use this for many of Rantir's Clients. Let's Learn About the Workflow
This workflow processes replies from a cold email campaign, qualifying leads based on interest in scheduling a meeting. If a lead shows interest, a deal is automatically created in Pipedrive. You can connect multiple email inboxes for this workflow!
Setup:
- Add credentials for the Gmail, OpenAI, and Pipedrive nodes.
- In Pipedrive, add a custom
in_campaign
field for persons: Go to Company Settings > Data Fields > Person, then add a custom single-option field with options [TRUE/FALSE]. - If using only one email inbox, you can delete one of the Gmail nodes.
- If you need more than two inboxes, duplicate a Gmail node as needed, connect it to the “Get Email” node, and configure as usual.
- In each Gmail node, select “Inbox” under label names and uncheck “Simplify.”
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