Use Cases
- Automate daily data transfers between Zoho CRM and Clearbit.
- Ensure customer data is enriched and updated regularly.
- Reduce manual data entry and improve data accuracy.
How It Works
Cron node triggers the workflow every 24 hours. Set node prepares and formats data for processing. Data is sent from Zoho CRM to Clearbit for enrichment. Final data is processed in Moodle for further use.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the Cron node for your preferred schedule.
- 3Set up authentication for Zoho CRM and Clearbit nodes.
- 4Customize the Set node to define the data to be transferred.
- 5Test the workflow to ensure data flows correctly.
Apps Used
Zoho CRM
Clearbit
Moodle
Categories
Target Roles
Tags
#process automation
#workflow management
#data extraction