Automated lead management from email to CRM

• Automatically add leads from email inquiries to your CRM system.
• Generate follow-up emails using AI based on incoming messages.
• Streamline lead management processes for sales teams.

Trigger the workflow when a new email is received. Set parameters for processing the email content. Use OpenAI to analyze the email and generate insights. Send a follow-up email through Gmail. Add the lead information to the CRM system.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your Gmail and CRM accounts.
3. 3
   Configure the email trigger settings.
4. 4
   Set up the OpenAI parameters as needed.
5. 5
   Test the workflow to ensure proper functionality.