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Automated email follow-up system with CentralStationCRM, Gmail and Slack alerts

Workflow preview

Automated email follow-up system with CentralStationCRM, Gmail and Slack alerts preview
Open on n8n.io

Important notice

This workflow is provided as-is. Please review and test before using in production.

Overview

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