Score Zoho support tickets with OpenAI and sync upsell alerts to Zoho CRM
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 12 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Zoho CRM, Gmail and OpenAI Chat Model.
How it runs
Trigger: When an HTTP POST request hits its webhook URL.
- Workflow Configuration (Edit Fields (Set)): sets 2 fields: accountManagerEmail, upsellThreshold
- Get Customer Record (Zoho CRM): get many (contact)
- Customer Exists? (If): checks a condition and branches into true / false
- Update Customer Record (Zoho CRM): update (contact)
- Create Customer Record (Zoho CRM): work with contact
- Get Ticket History (Zoho CRM): get (contact)
- Analyze Ticket Patterns (AI Agent): runs an AI agent, with model: OpenAI Chat Model; output parser: Structured Output Parser
- Upsell Opportunity? (If): checks a condition and branches into true / false
- Alert Account Manager (Gmail): uses Gmail
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (8)
- Edit Fields (Set)
n8n-nodes-base.set - Zoho CRM
n8n-nodes-base.zohoCrm - AI Agent
@n8n/n8n-nodes-langchain.agent - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Webhook
n8n-nodes-base.webhook - If
n8n-nodes-base.if - Gmail
n8n-nodes-base.gmail - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi
From the author
Zoho CRM Automation - Help Desk to CRM Intelligence Bridge This workflow functions as a sales intelligence bridge between support systems and Zoho CRM. It automatically captures support ticket data via a Webhook, synchronizes that data with Zoho CRM contact…