Personalized cold lead re-engagement with Zoho CRM and GPT-4o-mini

{
  "name": "Personalized cold lead re-engagement with Zoho CRM and GPT-4o-mini + BillionVerify",
  "nodes": [
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        "content": "## Data Retrieval\nFetches leads from Zoho CRM that haven't been contacted in 30+ days. Returns lead details including contact info, scores, and activity history."
      },
      "typeVersion": 1
    },
    {
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        "height": 192,
        "content": "## Lead Scoring & Filtering\nCalculates engagement scores and priority tiers (HOT/WARM/COLD) based on inactivity. Filters out low-value leads (score <60)."
      },
      "typeVersion": 1
    },
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      "position": [
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      "parameters": {
        "color": 7,
        "height": 176,
        "content": "## Industry Segmentation\nRoutes leads to Tech, Healthcare, or General segments for tailored messaging."
      },
      "typeVersion": 1
    },
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      "position": [
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      "parameters": {
        "color": 7,
        "width": 280,
        "content": "## AI Personalization\nGenerates custom email content using GPT-4o based on lead profile, industry, and inactivity period. Sets up A/B test variants for subject lines."
      },
      "typeVersion": 1
    },
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      "parameters": {
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        "width": 280,
        "height": 176,
        "content": "## Multi-Channel Outreach\nSends personalized emails to all qualified leads. HOT priority leads with phone numbers also receive SMS follow-ups via Twilio."
      },
      "typeVersion": 1
    },
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      "parameters": {
        "color": 7,
        "width": 280,
        "height": 192,
        "content": "## CRM Update & Analytics\nUpdates lead records in Zoho with outreach status and aggregates campaign metrics (segment performance, A/B results, priority breakdown)."
      },
      "typeVersion": 1
    },
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      "name": "Calculate Date Ranges1",
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      "parameters": {
        "functionCode": "const today = new Date();\nconst date30 = new Date(today);\ndate30.setDate(today.getDate() - 30);\nconst date60 = new Date(today);\ndate60.setDate(today.getDate() - 60);\nconst date90 = new Date(today);\ndate90.setDate(today.getDate() - 90);\n\nreturn [{ \n  json: { \n    dateMinus30: date30.toISOString().split('T')[0],\n    dateMinus60: date60.toISOString().split('T')[0],\n    dateMinus90: date90.toISOString().split('T')[0],\n    today: today.toISOString().split('T')[0],\n    batchId: `BATCH_${Date.now()}`\n  } \n}];"
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      "name": "Process & Score Leads1",
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      "parameters": {
        "functionCode": "// Extract leads from response and add metadata\nconst leads = $input.all()[0].json.data || [];\n\nconst processedLeads = leads.map(lead => {\n  const lastActivity = new Date(lead.Last_Activity_Time);\n  const daysSinceContact = Math.floor((new Date() - lastActivity) / (1000 * 60 * 60 * 24));\n  \n  // Calculate priority tier\n  let priorityTier;\n  if (daysSinceContact >= 90) priorityTier = 'HOT';\n  else if (daysSinceContact >= 60) priorityTier = 'WARM';\n  else priorityTier = 'COLD';\n  \n  // Calculate engagement score\n  const baseScore = lead.Lead_Score || 50;\n  const timeDecay = Math.min(daysSinceContact / 30, 3) * 10;\n  const engagementScore = Math.max(baseScore - timeDecay, 0);\n  \n  return {\n    ...lead,\n    daysSinceContact,\n    priorityTier,\n    engagementScore: Math.round(engagementScore),\n    batchId: $('Calculate Date Ranges').item.json.batchId\n  };\n});\n\nreturn processedLeads.map(lead => ({ json: lead }));"
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      "name": "Filter High-Value Leads1",
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      "position": [
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      "parameters": {
        "conditions": {
          "number": [
            {
              "value1": "={{ $json.engagementScore }}",
              "value2": 60,
              "operation": "largerEqual"
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          ],
          "string": [
            {
              "value1": "={{ $json.Email }}",
              "operation": "isNotEmpty"
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    {
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      "name": "Tech Segment?1",
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      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{ $json.Industry }}",
              "value2": "Technology|Software|IT Services",
              "operation": "regex"
            }
          ]
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      },
      "typeVersion": 1
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    {
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      "name": "Healthcare Segment?1",
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        "conditions": {
          "string": [
            {
              "value1": "={{ $json.Industry }}",
              "value2": "Healthcare|Medical|Pharma",
              "operation": "regex"
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      "name": "Set Tech Segment1",
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        "values": {
          "string": [
            {
              "name": "segment",
              "value": "tech"
            },
            {
              "name": "segmentName",
              "value": "Technology"
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      },
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      "name": "Set Healthcare Segment1",
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              "name": "segment",
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          "string": [
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              "value": "general"
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              "value": "General"
            }
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      },
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      "parameters": {
        "values": {
          "string": [
            {
              "name": "subjectLineVariant",
              "value": "={{ Math.random() > 0.5 ? 'A' : 'B' }}"
            },
            {
              "name": "subjectA",
              "value": "Quick question about {{ $json.Company }}"
            },
            {
              "name": "subjectB",
              "value": "Let's reconnect - exciting update for {{ $json.Industry }}"
            }
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      "parameters": {
        "values": {
          "string": [
            {
              "name": "emailBody",
              "value": "={{ $json.text }}"
            },
            {
              "name": "finalSubject",
              "value": "={{ $json.subjectLineVariant === 'A' ? $json.subjectA : $json.subjectB }}"
            },
            {
              "name": "sentAt",
              "value": "={{ $now.toISO() }}"
            }
          ]
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      "webhookId": "f7c375c0-1040-4ee3-8ae0-b6d1a4d10d58",
      "parameters": {
        "options": {},
        "subject": "={{ $json.finalSubject }}",
        "toEmail": "={{ $json.Email }}",
        "fromEmail": "={{ $json.email }}"
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      "credentials": {
        "smtp": {
          "id": "credential-id",
          "name": "smtp Credential"
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      "typeVersion": 2
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      "id": "1c9e4e6c-771e-4c0d-ac6d-64eb235ccc7c",
      "name": "Check If SMS Needed1",
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      "parameters": {
        "conditions": {
          "string": [
            {
              "value1": "={{ $json.Phone }}",
              "operation": "isNotEmpty"
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            {
              "value1": "={{ $json.priorityTier }}",
              "value2": "HOT",
              "operation": "equals"
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      "id": "6fc77d02-2bdf-4df1-8357-f83d57bfcee5",
      "name": "Send SMS (HOT Leads)1",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      "parameters": {
        "url": "https://api.twilio.com/2010-04-01/Accounts/YOUR_ACCOUNT_SID/Messages.json",
        "method": "POST",
        "options": {},
        "sendBody": true,
        "bodyParameters": {
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            {}
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    {
      "id": "4361c66e-ed0e-424f-997c-9c7f95323422",
      "name": "Update CRM Record1",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      ],
      "parameters": {
        "url": "https://www.zohoapis.in/crm/v2/Leads/{{ $json.id }}",
        "method": "PUT",
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        "sendBody": true,
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    {
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      "name": "Aggregate Campaign Stats1",
      "type": "n8n-nodes-base.function",
      "position": [
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      ],
      "parameters": {
        "functionCode": "// Aggregate campaign results\nconst items = $input.all();\nconst totalProcessed = items.length;\nconst bySegment = {};\nconst byPriority = {};\nconst byVariant = { A: 0, B: 0 };\n\nitems.forEach(item => {\n  const data = item.json;\n  \n  // Count by segment\n  bySegment[data.segment] = (bySegment[data.segment] || 0) + 1;\n  \n  // Count by priority\n  byPriority[data.priorityTier] = (byPriority[data.priorityTier] || 0) + 1;\n  \n  // Count by A/B variant\n  byVariant[data.subjectLineVariant]++;\n});\n\nconst avgEngagementScore = items.reduce((sum, item) => sum + (item.json.engagementScore || 0), 0) / totalProcessed;\n\nreturn [{\n  json: {\n    batchId: items[0].json.batchId,\n    completedAt: new Date().toISOString(),\n    totalLeadsProcessed: totalProcessed,\n    segmentBreakdown: bySegment,\n    priorityBreakdown: byPriority,\n    abTestSplit: byVariant,\n    averageEngagementScore: Math.round(avgEngagementScore),\n    campaignType: 'Cold Lead Revival'\n  }\n}];"
      },
      "typeVersion": 1
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    {
      "id": "78b152cd-ed0a-4e25-abb4-3a0f03240d11",
      "name": "Fetch Cold Leads from Zoho",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
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      ],
      "parameters": {
        "url": "https://www.zohoapis.in/crm/v2/Leads/search?criteria=((Last_Activity_Time:before:{{$json[\"dateMinus30\"]}}))&fields=First_Name,Last_Name,Email,Phone,Company,Industry,Lead_Score,Lead_Status,Last_Activity_Time,Notes,Lead_Source&per_page=200",
        "options": {}
      },
      "typeVersion": 3
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      "name": "AI Email Composer",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
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      ],
      "parameters": {
        "text": "=You are a sales expert crafting a re-engagement email.\n\nLead Information:\n- Name: {{ $json.First_Name }} {{ $json.Last_Name }}\n- Company: {{ $json.Company }}\n- Industry: {{ $json.segmentName }}\n- Days since contact: {{ $json.daysSinceContact }}\n- Lead Score: {{ $json.engagementScore }}\n- Priority: {{ $json.priorityTier }}\n- Last Status: {{ $json.Lead_Status }}\n- Lead Source: {{ $json.Lead_Source }}\n- Previous Notes: {{ $json.Notes || 'None' }}\n\nTask: Write a personalized, warm re-engagement email (150-200 words) that:\n1. References their industry ({{ $json.segmentName }}) with relevant insights\n2. Acknowledges the time gap naturally\n3. Provides value (industry trend, solution, or opportunity)\n4. Includes a soft, specific call-to-action\n5. Maintains a conversational, helpful tone\n\nDo NOT use generic templates. Make it feel like a genuine, personalized message from a human who remembers them.\n\nReturn ONLY the email body text, no subject line.",
        "options": {
          "systemMessage": "You are an expert sales copywriter specializing in authentic, personalized B2B outreach."
        },
        "promptType": "define"
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      "position": [
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      "parameters": {
        "model": "gpt-4o-mini",
        "options": {
          "maxTokens": 500,
          "temperature": 0.7
        }
      },
      "credentials": {
        "azureOpenAiApi": {
          "id": "credential-id",
          "name": "azureOpenAiApi Credential"
        }
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      "parameters": {
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        "height": 476,
        "content": "## Overview: Cold Lead Reviver\n\n**How it works:**\nThis workflow automatically re-engages cold leads from your Zoho CRM on a set schedule. It fetches leads inactive for 30+ days, scores them based on engagement history, segments by industry, and sends personalized AI-generated emails. High-priority leads (90+ days inactive) also receive SMS follow-ups. The workflow includes A/B testing for subject lines and tracks campaign performance.\n\n**Setup steps:**\n1. Configure Zoho CRM credentials in \"Fetch Cold Leads\" node\n2. Set up Azure OpenAI credentials in \"GPT-4o Mini Model\" node\n3. Add SMTP credentials in \"Send Email\" node\n4. (Optional) Configure Twilio credentials in \"Send SMS\" node for hot leads\n5. Adjust the schedule trigger to your preferred cadence\n6. Update industry segmentation rules if needed"
      },
      "typeVersion": 1
    },
    {
      "parameters": {
        "operation": "verify",
        "email": "={{ $json.Email }}",
        "additionalOptions": {}
      },
      "type": "n8n-nodes-billionverify.billionVerify",
      "typeVersion": 1,
      "position": [
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      ],
      "name": "Verify Email (BillionVerify)",
      "credentials": {
        "billionVerifyApi": {
          "id": "",
          "name": "BillionVerify account"
        }
      }
    },
    {
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            "caseSensitive": true,
            "leftValue": "",
            "typeValidation": "loose"
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          "conditions": [
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              "leftValue": "={{ $json.is_deliverable }}",
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                "operation": "true",
                "singleValue": true
              }
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      ],
      "name": "IF deliverable"
    }
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  "connections": {
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      "main": [
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            "node": "Check If SMS Needed1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Tech Segment?1": {
      "main": [
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            "node": "Set Tech Segment1",
            "type": "main",
            "index": 0
          }
        ],
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            "type": "main",
            "index": 0
          }
        ]
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    "A/B Test Setup1": {
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        ]
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    },
    "AI Email Composer": {
      "main": [
        [
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            "node": "Prepare Email Data1",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "GPT-4o Mini Model": {
      "ai_languageModel": [
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            "type": "ai_languageModel",
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    "Set Tech Segment1": {
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    },
    "Check If SMS Needed1": {
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            "node": "Send SMS (HOT Leads)1",
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        ],
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            "type": "main",
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          }
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    },
    "Healthcare Segment?1": {
      "main": [
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            "node": "Set Healthcare Segment1",
            "type": "main",
            "index": 0
          }
        ],
        [
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            "node": "Set General Segment1",
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    "Set General Segment1": {
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    "Calculate Date Ranges1": {
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            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Set Healthcare Segment1": {
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            "index": 0
          }
        ]
      ]
    },
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            "index": 0
          }
        ]
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    },
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    },
    "Schedule: Mon/Wed/Fri 9AM1": {
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            "index": 0
          }
        ]
      ]
    },
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    },
    "IF deliverable": {
      "main": [
        [
          {
            "node": "Send Email1",
            "type": "main",
            "index": 0
          }
        ],
        []
      ]
    }
  },
  "settings": {
    "executionOrder": "v1"
  }
}