- Automatically log social media interactions in CRM systems.
- Enhance customer engagement tracking by linking social media data to CRM profiles.
- Notify team members in real-time about new social interactions.
Capture social media interactions via a webhook. Normalize the incoming payload for consistency. Retrieve email mappings from Google Sheets based on social media handles. Search for existing contacts in HubSpot using the resolved email. Create a note in HubSpot detailing the social media interaction. Send a notification to Slack about the synced interaction.
- 1Import the workflow template into n8n.
- 2Set up the Google Sheets credentials for accessing the handle-to-email mapping.
- 3Configure the HubSpot credentials for contact searching and note creation.
- 4Set the appropriate Slack channel for notifications.
- 5Test the workflow by sending a sample social interaction.