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

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

Add Zoho CRM OAuth credentials.
Add your People Data Labs API key.
Add your Google Gemini (PaLM) LLM API credentials.
Add Gmail OAuth credentials and set your recipient email.
Activate the workflow.
Create a test lead and verify enrichment → scoring → update → 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

Sales teams using Zoho CRM
SDR/Marketing automation teams
Agencies performing automated lead pre-qualification
Businesses with high inbound lead volume
Anyone wanting AI-powered CRM automation via n8n

Requirements

n8n instance
Zoho CRM OAuth credentials
People Data Labs API key (can use another service , modify accordingly)
Google Gemini API credentials
Gmail OAuth credentials
Zoho fields: Company, Email, First_Name, Last_Name, Created_Time, Lead_Status

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 → Qualified
Else → 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

Adjust score threshold in IF node
Edit email recipients in Gmail node
Modify AI prompt in LLM Chain
Change 3rd party api for enrichment, if required
Modify PDL parameters
Change Zoho CRM fields

Add‑Ons

Slack notifications
Google Sheets logging
Auto-create Deals in Zoho
Add CRM notes
Owner reassignment
Tagging

Use Case Examples

Automated B2B lead scoring
High-intent lead notifications
CRM hygiene automation
Enriched lead analytics
SDR productivity boost

Troubleshooting Guide
| Issue | Cause | Solution |
|-------|--------|----------|
| No new leads detected | Timestamp mismatch | Validate “Compute Last Check” logic |
| No enrichment data | Empty website / invalid API key | Check PDL credentials & website value |
| AI output invalid | Prompt overwritten | Restore original prompt |
| CRM update fails | Wrong leadId mapping | Confirm Zoho lead ID |
| Gmail errors | OAuth expired | Reconnect Gmail credentials |
| No qualified leads | Score too strict | Lower IF threshold |

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