Use Cases
- Automate data retrieval from external sources
 - Integrate external data into CRM systems
 - Send automated email notifications based on data updates
 - Streamline communication between teams using automated workflows
 
How It Works
Poll an external data source for updates Process and set the retrieved data for further actions Integrate the data into a CRM system for management Trigger email notifications to inform stakeholders
Setup Steps
- 1Import the workflow template into your n8n instance
 - 2Configure the API endpoint in the 'API Polling' node
 - 3Set up the data mapping in the 'Set' node as needed
 - 4Connect your CRM account in the 'CRM' node
 - 5Configure the email settings in the 'Email' node
 
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation