Researched: Sourced and summarized, not yet run end-to-end by us CRM

Classify lead email replies by intent and create Pipedrive follow-ups

Last checked: · Sourced and summarized; not yet run end-to-end by us. What this means

At a glance

Setup estimate
1–2 h (ESTIMATE)
Tools
Industries
General (any small business)
View source template on n8n.io (opens in new tab)

Problem

Replies sit unread and follow-up tasks are created inconsistently

Caveats

Recently published template (September 2026). Checks Gmail every minute, so watch API usage. Lead emails are sent to OpenAI for classification, and replies classified "Not Interested" mark the deal as lost automatically, so review the AI's calls.

Tools

  • n8n
  • Gmail trigger
  • OpenAI GPT-4o
  • Pipedrive
  • Slack

Browse by tool: n8n, Gmail, OpenAI, Pipedrive, Slack

Steps

  1. Gmail trigger on new reply.
  2. Clean sender, subject and snippet.
  3. Look up the person in Pipedrive (alert a reviewer if no match).
  4. OpenAI classifies intent, stage, sentiment and urgency.
  5. Create the matching Pipedrive activity and note.
  6. Notify the deal owner in Slack/Gmail.
Status
Researched: Sourced and summarized, not yet run end-to-end by us
Last checked

Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.

5 AI workflows for small businesses, every Tuesday (launching soon)

One deep-dive plus four quick picks for lead follow-up, CRM, proposals, onboarding and support, labeled Researched or Tested. This form doesn't collect anything yet.

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Why trust it: every entry links its source and caveats, and nothing is called Tested until we publish the logs. Our method.

More CRM workflows

Researched: Sourced and summarized, not yet run end-to-end by us CRM

AI lead scoring and routing into HighLevel

Form leads land in a sheet with no prioritization, and sales responds late

Setup: 1–2 h (ESTIMATE) Checked 2026-10-18

  • n8n
  • Google Sheets
  • Azure OpenAI
  • HighLevel
Researched: Sourced and summarized, not yet run end-to-end by us CRM

Daily AI summary of the Pipedrive pipeline

Owners don't have time to review every deal and note

Setup: 30–60 min (ESTIMATE) Checked 2026-10-18

  • n8n
  • Pipedrive
  • OpenAI