Use Cases
- Automate contact updates between Salesforce and Zoho CRM.
- Reduce manual data entry errors in CRM systems.
- Enhance sales team efficiency by keeping customer information synchronized.
How It Works
Triggers the workflow with a new email in Gmail. Sets the necessary parameters for data transfer. Transfers contact information from Salesforce to Zoho CRM.
Setup Steps
- 1Import the workflow template into n8n.
- 2Connect your Gmail account to the Email Trigger node.
- 3Configure the Salesforce node with your credentials.
- 4Set up the Zoho CRM node to receive data.
- 5Test the workflow to ensure data sync is functioning correctly.
Apps Used
Gmail
Salesforce
Zoho CRM
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#email automation