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Automated Email Follow-up System with CentralStationCRM, Gmail and Slack Alerts

by CentralStationCRMUpdated: Last update 2 days agoSource: n8n.io
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Getting Started

How it works

  • time trigger using the cron format, every weekday at 5pm
  • gets CentralStationCRM people updates of today
  • checks for tag "Outreach"
  • if true, sends message on gmail (predefine in node)
  • waits 7 days, checks for answers
  • alerts user if an answer is there
  • if not, repeats process with second mail

How to set up

  • get credentials for CentralStationCRM, Slack and GMail
  • set up the respective nodes with the credentials
  • define text for your automated mails
  • test without wait nodes