Automated email processing to CRM integration | n8n Template | n8n json

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Automated email processing to CRM integration

3 nodes

Beginner

Automate email workflows and campaigns using Gmail with seamless automation and data synchronization. Send personalized emails based on triggers and customer data while reducing manual work and ensuring data accuracy across platforms. Designed for sales teams and business development professionals who need reliable automation with 3+ workflow steps.

Use Cases

Capture and log customer inquiries from email to CRM
Automate follow-up processes based on email interactions
Streamline communication tracking for sales teams

How It Works

Triggers on new email messages received in Gmail Processes email content using the Set node Transfers processed data to the CRM for record-keeping

Setup Steps

1
Import the workflow template into n8n
2
Connect your Gmail account to the Email Trigger node
3
Configure the Set node to format the email data as needed
4
Link the CRM node to your preferred CRM application
5
Activate the workflow to start processing emails automatically

Apps Used

Gmail

Categories

Target Roles

Customer Success

Industries

SaaS & Technology

Marketing & Advertising

Tags

#email automation

#process automation

#workflow management

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