Use Cases
- Automatically capture and process customer inquiries from email to CRM.
- Enhance customer relationship management by integrating email data.
- Streamline data entry tasks by automating email information processing.
- Utilize open data services to enrich CRM records with relevant information.
How It Works
Triggers on new incoming emails using Gmail. Processes the email data through a set node for formatting. Sends the formatted data to a CRM for record creation or update. Connects to an open data service to enrich the CRM data.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Gmail trigger with your email account.
- 3Set up the CRM node with your CRM credentials.
- 4Adjust the open data service settings as needed.
Apps Used
Gmail
Open Data Service
Categories
Target Roles
Tags
#process automation
#email automation
#workflow management