Use Cases
- Automatically log customer emails into Salesforce
- Streamline communication tracking for sales teams
- Reduce manual data entry from Gmail to Salesforce
How It Works
Trigger the workflow with incoming emails from Gmail Extract necessary information using the Set node Send the extracted data to Salesforce for record updates or creation
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Gmail Trigger node with your Gmail account
- 3Customize the Set node to define the data to extract
- 4Connect the Salesforce node to your Salesforce account
- 5Test the workflow to ensure data flows correctly
Apps Used
Gmail
Salesforce
Categories
Target Roles
Industries
Tags
#email automation
#process automation
#workflow management