Use Cases
- Automatically log customer inquiries from email into Zoho CRM.
- Notify team members on Slack about new customer interactions.
- Streamline email management and CRM updates for sales teams.
How It Works
Triggers when a new email is received. Processes email data using a set node. Sends the processed data to Zoho CRM. Notifies team members on Slack about the new entry.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Gmail trigger with your email account.
- 3Set up the Zoho CRM node with your CRM credentials.
- 4Connect the Slack node to your Slack workspace.
- 5Test the workflow to ensure proper functionality.
Apps Used
Gmail
Zoho CRM
Slack
Categories
Target Roles
Industries
Tags
#email automation
#crm automation
#slack automation