Use Cases
- Automatically sync email leads from Gmail to Salesforce for efficient lead management.
- Streamline data entry by capturing email interactions directly into Pipedrive.
- Enhance customer relationship management by ensuring all email communications are logged in CRM systems.
How It Works
Triggers on new email messages received in Gmail. Processes the email data using a set node to prepare it for CRM integration. Sends the prepared data to Salesforce for lead tracking. Transfers the same data to Pipedrive for sales management.
Setup Steps
- 1Import the workflow template into n8n.
- 2Connect your Gmail account to the Email Trigger node.
- 3Configure the Set node to define the data to be sent.
- 4Link your Salesforce and Pipedrive accounts to their respective nodes.
- 5Activate the workflow to start syncing email data.
Apps Used
Gmail
Salesforce
Pipedrive
Categories
Target Roles
Tags
#email automation
#workflow management
#process automation