Use Cases
- Automatically escalate high-priority tickets from Help desk to CRM.
- Improve response times for urgent customer inquiries.
- Streamline customer support processes through automation.
How It Works
Triggers when a new Help desk email is received. Fetches data from the Help desk email. Sends the fetched data to the CRM for processing. Handles errors by notifying the team via Slack.
Setup Steps
- 1Import the workflow template into your n8n environment.
- 2Configure the webhook URL for incoming Help desk emails.
- 3Set up the CRM connection with appropriate authentication.
- 4Test the workflow to ensure data is correctly fetched and sent.
Apps Used
Help desk
Slack
Categories
Target Roles
Tags
#process automation
#email automation
#notifications