Use Cases
- Automatically sync new contacts from Gmail to Zoho CRM.
- Transfer contact information from Zoho CRM to Salesforce seamlessly.
- Reduce manual data entry and errors in CRM systems.
- Enhance productivity by automating contact management processes.
How It Works
Triggers when a new email is received in Gmail. Extracts contact details from the email. Formats the extracted data for Zoho CRM. Sends the formatted data to Zoho CRM. Transfers the contact information from Zoho CRM to Salesforce.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Gmail trigger with your email account.
- 3Set up the Zoho CRM node with your credentials.
- 4Connect the Salesforce node with your account.
- 5Test the workflow to ensure data syncs correctly.
Apps Used
Gmail
Zoho CRM
Salesforce
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation