100's of workflows

Qualify replies from Pipedrive persons with AI

Integrations
Pipedrive
Code
OpenAI
If
Edit Fields (Set)
Sticky Note
Gmail Trigger

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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