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.
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.
Triggers the workflow and computes a timestamp window.
Retrieves all leads from Zoho CRM.
Compares Created_Time with timestamp from previous run.
Extract the website field, Used for People Data Labs enrichment API for search about that company.
Adds company size, industry, founding year, etc.
LLM produces a JSON response: summary, score, factors.
IF score > 80 → Qualified
Else → Not Qualified
Send gmail notifications to sales team, Only for Qualified leads - informs that this Lead is marked as Qualified Leads
| 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 |
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