Use Cases
- Capture leads from incoming emails and log them into Pipedrive.
- Notify team members on Slack about new leads or important emails.
- Automate follow-up processes based on email triggers.
How It Works
Email Trigger node listens for new messages in Gmail. Set node processes the incoming email data. Pipedrive node logs the relevant information into the CRM. Slack node sends notifications to the team about new leads.
Setup Steps
- 1Import the workflow template into n8n.
- 2Connect your Gmail account to the Email Trigger node.
- 3Configure the Set node to define the data to be sent to Pipedrive.
- 4Connect your Pipedrive account and configure the Pipedrive node.
- 5Connect your Slack account and set up the Slack node for notifications.
Apps Used
Gmail
Pipedrive
Slack
Categories
Target Roles
Industries
Tags
#email automation
#notifications
#workflow management