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
- 1Import the workflow template into n8n
- 2Connect your Gmail account to the Email Trigger node
- 3Configure the Set node to format the email data as needed
- 4Link the CRM node to your preferred CRM application
- 5Activate the workflow to start processing emails automatically
Apps Used
Gmail
Categories
Target Roles
Industries
Tags
#email automation
#process automation
#workflow management