Use Cases
- Automatically create leads in Salesforce from incoming emails.
- Extract contact information from emails for lead management.
- Enhance sales processes by reducing manual data entry.
How It Works
Triggers when a new email is received in Gmail. Extracts relevant contact information using OpenAI's language model. Formats the extracted data and sends it to Salesforce to create a new lead.
Setup Steps
- 1Import the workflow template into n8n.
- 2Connect your Gmail account to the Email Trigger node.
- 3Set up the OpenAI node with your desired prompt for extracting contact information.
- 4Connect your Salesforce account to the Salesforce node.
- 5Activate the workflow to start processing incoming emails.
Apps Used
Gmail
OpenAI
Salesforce
Categories
Industries
Tags
#ai content generation
#email automation
#process automation