Use Cases
- Automate data entry from web forms to CRM systems
 - Capture and store customer inquiries directly in CRM
 - Streamline lead management by syncing data from webhooks
 
How It Works
Webhook captures incoming data from external sources Set node processes and organizes the captured data CRM node sends the organized data to the CRM system
Setup Steps
- 1Import the workflow template into n8n
 - 2Configure the Webhook node with the desired path and HTTP method
 - 3Set up the CRM node with your CRM credentials and settings
 - 4Test the workflow to ensure data flows correctly from Webhook to CRM
 
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation