How it works
How it works This workflow automates the handling of new lead responses received in Gmail. It captures emails with a specific label, analyzes the message using AI to determine sentiment, intent, urgency, next action, and priority, and then decides whether follow-up is needed. If required, it creates tasks in HubSpot, notifies the sales team via Slack, and logs all details into Google Sheets for tracking. Step-by-step Trigger on New Lead Email Workflow starts whenever a new email with a defined Gmail label arrives. Captures the sender’s email, subject, message snippet, and timestamp. Normalize Email Data Standardizes Gmail fields into structured values: leadEmail (sender’s address) subject (email subject) message (email content snippet) source (Gmail) receivedAt (timestamp) AI-Powered Lead Analysis Uses OpenAI to analyze the lead’s message. Extracts: Sentiment (Positive / Neutral / Negative) Intent (Interested, Not Interested, Needs Info, Ready to Buy, Objection) Urgency (High / Medium / Low) Next Action (Call, Email, Demo, Quote, No Action) Summary (1–2 sentence description) Priority (Hot / Warm / Cold) Parsed results are merged with the original email data. Flags are added: needsFollowUp (true/false) isHighPriority (true/false) Decision: Needs Follow-Up? If AI suggests a follow-up action, the workflow continues. Otherwise, the process stops here. Create HubSpot Task Automatically creates a HubSpot CRM task for the sales team. Task includes email subject, body, and lead details. Notify Sales Team on Slack Sends a formatted message to Slack with key lead insights: Summary Lead email Priority Urgency Date of analysis Log Lead Data to Google Sheets Appends structured data to Google Sheets for record-keeping. Stores all fields: Email, Date, Subject, Message, Sentiment, Intent, Urgency, Next Action, Summary, and Priority. Why use this? Automates lead triage directly from Gmail. Saves time by using AI-powered analysis instead of manual review. Ensures no potential lead is missed by logging into Google Sheets. Provides instant sales team alerts on high-priority leads. Integrates seamlessly with HubSpot CRM for structured follow-up. Keeps your sales pipeline efficient, organized, and proactive. An n8n automation workflow template by Avkash Kakdiya.
Avkash Kakdiya
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