I’m setting up an onboarding system for new clients and want to automate the repetitive parts like email sequences, form data collection, and CRM updates using n8n.
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Hey Kaushik!
Depends on which tools/nodes you’re using but they’re most likely supported by n8n.
Best way to start is to pick one part of your workflow, say form collection, and setup a simple workflow to collect the data and feed it into your CRM or trigger an email upon submission.
Feel free to share more details on your setup and I’ll give you some feedback.
hey @kaushik you can explore this example for that purpose:
Dear @kaushik How’s everything going on with you !
For the purpose of Client onboarding you can use the combination or veriation of following type of workflow.
As here we have used google sheet as databased, Clickup as task management and Slack as communication and HTTP request if you want to scap the website data of the client.
And as the posibility is endless you can attach and create a different version of this workflow.
If you are serious about creating the workflow, I would love to help you in this pursuit. Just feel free to reach out.
Happy to help…
(If this answer meet your requirement, please mark it as solution, as this will help as well.)