Personalized cold lead re-engagement with Zoho CRM and GPT-4o-mini
Needs changesWhat this workflow does
This AI workflow has 19 nodes and runs on a schedule (cron expression). Along the way it connects Azure OpenAI Chat Model. It also calls api.twilio.com over HTTP.
How it runs
Trigger: On a schedule (cron expression).
- Calculate Date Ranges (Function): runs custom JavaScript (legacy Function node)
- Fetch Cold Leads from Zoho (HTTP Request): calls an HTTP API
- Process & Score Leads (Function): runs custom JavaScript (legacy Function node)
- Filter High-Value Leads (If): checks a condition and branches into true / false
- Tech Segment? (If): checks a condition and branches into true / false
- Set Tech Segment (Edit Fields (Set)): sets or maps fields
- Healthcare Segment? (If): checks a condition and branches into true / false
- A/B Test Setup (Edit Fields (Set)): sets or maps fields
- Set Healthcare Segment (Edit Fields (Set)): sets or maps fields
- Set General Segment (Edit Fields (Set)): sets or maps fields
…plus 7 more steps. See the full node list below.
Services it uses
HTTP calls to: api.twilio.com
Before you upgrade to n8n 3.0
2 things in this workflow are removed in n8n 3.0. Fix them before you upgrade:
- Function (legacy) in Calculate Date Ranges1, Process & Score Leads1, Aggregate Campaign Stats1: replace with Code node, mode 'Run Once for All Items'.
- AI Agent v1 (old agent modes) in AI Email Composer (v1.6): replace with Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent.
Rather not rewrite it? Many of these flows can be rebuilt in Make (free plan).
| Removed in 3.0 | Replace with |
|---|---|
| Function (legacy) Calculate Date Ranges1, Process & Score Leads1, Aggregate Campaign Stats1 | Code node, mode 'Run Once for All Items' |
| AI Agent v1 (old agent modes) AI Email Composer (v1.6) | Latest AI Agent node (Tools Agent). For SQL Agent, use a Postgres or MySQL tool with a recent AI Agent. |
Nodes used (8)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Function
n8n-nodes-base.function - If
n8n-nodes-base.if - Edit Fields (Set)
n8n-nodes-base.set - Send Email
n8n-nodes-base.emailSend - HTTP Request
n8n-nodes-base.httpRequest - AI Agent
@n8n/n8n-nodes-langchain.agent - Azure OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatAzureOpenAi
From the author
Description: Reignite cold leads automatically with this intelligent n8n automation template that integrates Zoho CRM, Azure OpenAI (GPT-4o-mini), and Email. This workflow identifies leads that haven’t been contacted in the last 30 days, generates…