Use Cases
- Automate data updates from Google Sheets to Salesforce
- Send regular email notifications based on Google Sheets data
- Ensure timely synchronization of sales data across platforms
How It Works
Cron job triggers every 30 minutes Data is extracted from Google Sheets Email notifications are sent based on the extracted data Salesforce records are updated with the latest information
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Google Sheets node with your spreadsheet details
- 3Set up the Email node with the desired recipient and message
- 4Connect the Salesforce node to update records as needed
- 5Activate the workflow to start the automation
Apps Used
Google Sheets
Salesforce
Categories
Target Roles
Tags
#process automation
#email automation
#workflow management