Use Cases
- Automate lead capture from incoming emails to Salesforce
- Streamline customer inquiry management by syncing email data with CRM
- Enhance sales team productivity by reducing manual data entry
How It Works
Triggers on new emails received in Gmail Processes email data using a set node Sends relevant information to Salesforce for record-keeping
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Gmail trigger with your email account
- 3Set up the Salesforce node with your CRM credentials
- 4Map the email data fields to Salesforce fields
- 5Activate the workflow to start processing incoming emails
Apps Used
Gmail
Salesforce
Categories
Target Roles
Industries
Tags
#email automation
#notifications
#process automation