Use Cases
- Automatically log incoming emails into Zoho CRM for better tracking.
- Streamline customer communication by integrating email data with CRM.
- Reduce manual data entry efforts by automating email processing.
How It Works
Triggers on new email messages received in Gmail. Processes the email data using the Set node. Sends the processed data to Zoho CRM for management.
Setup Steps
- 1Import the workflow template into n8n.
- 2Connect your Gmail account to the Email Trigger node.
- 3Configure the Zoho CRM node with your CRM account details.
Apps Used
Gmail
Zoho CRM
Categories
Target Roles
Industries
Tags
#email automation
#workflow management
#process automation