📖 Description
📖 Description Ask natural-language questions about your Pipedrive leads. This workflow pulls live lead data from Pipedrive and has OpenAI answer questions like “leads added this week”, “stuck leads by owner”, or “next activities due today.” Responses are grounded only in your Pipedrive data. ⚙️ Setup Instructions 1️⃣ Set Up OpenAI Connection Go to OpenAI Platform Navigate to OpenAI Billing Add funds to your billing account Copy your API key into the OpenAI credentials in n8n 2️⃣ Connect Pipedrive In Pipedrive → Personal preferences → API → copy your API token URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api In n8n → Credentials → New → Pipedrive API Company domain: {your-company} (the subdomain in your Pipedrive URL) API Token: paste the token from step 1 → Save In the Pipedrive Tool node, select your Pipedrive credential and (optionally) set filters (e.g., owner, label, created time). 🗣️ Example Questions You Can Ask “Summarize leads added this week by owner.” “Which leads have no upcoming activity?” “Show overdue activities and who owns them.” “Top 10 leads by value that are still open.” “Leads created in the last 7 days with the label ‘Inbound’.” “What are the next actions due today?” “Which leads are stuck >14 days without updates?” “Give me a one-paragraph pipeline health summary.” 📬 Contact Need help extending this (e.g., posting summaries to Slack/Email or auto-creating activities)? 📧 robert@ynteractive.com 🔗 Robert Breen 🌐 ynteractive.com. An n8n automation workflow template by Robert Breen.
Robert Breen
web
free
Others in the same category, ranked by how often they are opened.
