Use Cases
- Automate data retrieval from external sources to keep records current.
- Synchronize customer data between Google Sheets and CRM for better management.
- Enhance operational efficiency by minimizing manual data entry tasks.
How It Works
Fetch data from a specified URL using an HTTP request. Process and format the retrieved data with a set node. Store the formatted data in Google Sheets for easy access. Update the CRM with the latest data from Google Sheets.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the URL in the API Polling node to point to your data source.
- 3Set up the Google Sheets node with the appropriate spreadsheet and sheet details.
- 4Connect the CRM node to ensure it receives the data from Google Sheets.
Apps Used
Google Sheets
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation