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CRM & SalesPro — €97

Pipedrive Workflow

100/100
12 Nodes

Beschreibung

Verarbeitet eingehende E-Mails mit OpenAI und erstellt oder aktualisiert daraufhin Deals in Pipedrive. Processes incoming emails with OpenAI and then creates or updates deals in Pipedrive.

Setup-Anleitung

## 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.

Benötigte Integrationen (6)

If

if

Pipedrive

pipedrive

Stop And Error

stopAndError

OpenAI

openAi

API Key

Gmail Trigger

gmailTrigger

Code

code

Workflow freischalten

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