Pipedrive Automate

For Pipedrive, this automated workflow evaluates responses from cold email campaigns to determine lead interest in meetings. If a lead shows interest, it automatically creates a deal in Pipedrive, streamlining the sales process and enhancing lead management efficiency.

7/8/2025
11 nodes
Complex
manualcomplexpipedriveopenaigmailtriggersticky noteadvancedlogicconditional
Categories:
Communication & MessagingComplex WorkflowManual TriggeredCRM & Sales
Integrations:
PipedriveOpenAiGmailTriggerSticky Note

Target Audience

This workflow is ideal for sales development representatives, marketing teams, and business owners who engage in cold email outreach. It is particularly useful for those who seek to automate the process of qualifying leads and managing follow-ups efficiently. If you manage multiple email inboxes or require integration with CRM systems like Pipedrive, this workflow is tailored for your needs.

Problem Solved

This workflow addresses the challenge of efficiently evaluating responses from cold email campaigns. By automating the process of determining whether a lead is interested in a meeting or call, it saves time and ensures no potential opportunities are overlooked. It also simplifies the management of leads within a CRM, facilitating better tracking and follow-up.

Workflow Steps

  • Trigger: The workflow is manually triggered when a new email response is received in one of the connected Gmail inboxes.
    2. Get Email: The email content is extracted for further processing.
    3. Search Person in CRM: The workflow searches for the person in the Pipedrive CRM based on the email address.
    4. Get Person from CRM: If the person exists, their details are retrieved from the CRM.
    5. In Campaign Check: The workflow checks if the person is part of an ongoing campaign in Pipedrive.
    6. Is Interested?: The email response is evaluated using OpenAI's GPT-4 model to determine if the lead is interested in a meeting.
    7. Get Response: The response from OpenAI is parsed to extract the interest level and reason.
    8. Conditional Logic: If the lead is interested, the workflow proceeds to create a deal in Pipedrive.
    9. Create Deal in CRM: A new deal is created in Pipedrive for the interested lead, facilitating easy tracking and follow-up.

    • Customization Guide

    To customize this workflow:
    - Email Integration: Add or remove Gmail inbox nodes to handle multiple email accounts as needed.
    - CRM Configuration: Ensure Pipedrive credentials are correctly set up and that custom fields (like 'in_campaign') are added to your CRM for better tracking.
    - OpenAI Adjustments: Modify the prompt in the 'Is interested?' node to fit your specific email approach or sales strategy.
    - Conditional Logic: Adjust the conditions in the 'IF interested' node to fit your criteria for moving forward with leads.
    - Testing: Run tests with sample email responses to ensure the workflow functions as expected before going live.