🔍 Natural language Q&A for Pipedrive leads using GPT-4o-mini

⚡ 216 views · 🔍 AI RAG & Knowledge Retrieval

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

1. Go to OpenAI Platform
2. Navigate to OpenAI Billing
3. Add funds to your billing account
4. Copy your API key into the OpenAI credentials in n8n

2️⃣ Connect Pipedrive

1. In Pipedrive → Personal preferences → API → copy your API token
   • URL shortcut: https://{your-company}.pipedrive.com/settings/personal/api
2. 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
3. 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

🔗 Nodes Used

AI Agent, OpenAI Chat Model, Chat Trigger

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup