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

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

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

Best fit

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