🎣 AI-powered lead qualification with Zoho CRM, People Data Labs and Google Gemini

⚑ 232 views · 🎣 Lead Generation & Enrichment

Description

AI-Powered Lead Qualification using Zoho CRM, People Data Labs, and Google Gemini

This workflow automatically checks Zoho CRM every 5 minutes for newly created leads, enriches each lead using People Data Labs, evaluates its quality using Google Gemini (LLM Chain) and updates the lead status in Zoho CRM as Qualified or Not Qualified. Qualified leads trigger an automated Gmail notification to the sales team.

Quick Start Setup

  1. Add Zoho CRM OAuth credentials.
  2. Add your People Data Labs API key.
  3. Add your Google Gemini (PaLM) LLM API credentials.
  4. Add Gmail OAuth credentials and set your recipient email.
  5. Activate the workflow.
  6. Create a test lead and verify enrichment β†’ scoring β†’ update β†’ email.

What It Does

This workflow serves as an automated AI-driven lead qualification engine. Every 5 minutes, it fetches leads from Zoho CRM, filters newly created ones, enriches them using People Data Labs and scores them via Google Gemini. Based on the AI-generated score, the workflow updates the lead status and optionally sends an email notification.

Who’s It For

Requirements

How It Works & Setup Steps

Step 1: Run every 5 minutes via Schedule Trigger

Triggers the workflow and computes a timestamp window.

Step 2: Fetch Zoho leads

Retrieves all leads from Zoho CRM.

Step 3: Filter newly created leads

Compares Created_Time with timestamp from previous run.

Step 4: Extract website field

Extract the website field, Used for People Data Labs enrichment API for search about that company.

Step 5: Enrich via People Data Labs

Adds company size, industry, founding year, etc.

Step 6: Score using Google Gemini

LLM produces a JSON response: summary, score, factors.

Step 7: Update CRM status

IF score > 80 β†’ Qualified Else β†’ Not Qualified

Step 8: Send Gmail notification

Send gmail notifications to sales team, Only for Qualified leads - informs that this Lead is marked as Qualified Leads

Customization

Add‑Ons

Use Case Examples

  1. Automated B2B lead scoring
  2. High-intent lead notifications
  3. CRM hygiene automation
  4. Enriched lead analytics
  5. SDR productivity boost

Troubleshooting Guide

IssueCauseSolution
No new leads detectedTimestamp mismatchValidate β€œCompute Last Check” logic
No enrichment dataEmpty website / invalid API keyCheck PDL credentials & website value
AI output invalidPrompt overwrittenRestore original prompt
CRM update failsWrong leadId mappingConfirm Zoho lead ID
Gmail errorsOAuth expiredReconnect Gmail credentials
No qualified leadsScore too strictLower IF threshold

Need Help?

WeblineIndia can help with workflow customization, advanced automations, CRM integrations and AI-driven business processes. Contact us for expert assistance.

πŸ”— Nodes Used

HTTP Request, Zoho CRM, Gmail, Schedule Trigger, Basic LLM Chain, Structured Output Parser

πŸ“₯ Import

Download workflow.json and import into n8n: Workflow menu β†’ Import from File

πŸ“– Importing guide Β· πŸ”‘ Credential setup