Use Cases
- Automate email notifications to Slack for new leads
- Sync contact information from email to Pipedrive for sales tracking
- Log email interactions in Google Sheets for reporting and analysis
- Enhance team collaboration by notifying members of new email inquiries
How It Works
Triggers on new incoming emails using an email trigger node Processes data through a set node to format information Sends notifications to Slack for immediate team awareness Updates Pipedrive with new lead information for sales tracking Logs all relevant data into Google Sheets for record-keeping
Setup Steps
- 1Import the workflow template into n8n
- 2Connect your email account to the Email Trigger node
- 3Configure the Set node to define the data to be sent
- 4Connect your Slack account to the Slack node
- 5Link your Pipedrive account to the Pipedrive node
- 6Set up your Google Sheets account in the Google Sheets node
- 7Activate the workflow to start monitoring emails
Apps Used
Slack
Pipedrive
Google Sheets
Categories
Target Roles
Tags
#email automation
#slack automation
#process automation