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

This n8n workflow automates a proactive email follow-up system for contacts in CentralStationCRM, sends personalized emails via Gmail, and provides real-time alerts on Slack. It helps ensure that important contacts receive timely communication, enhancing engagement and preventing missed opportunities.

What it does

This workflow streamlines your follow-up process with the following steps:

1. Schedules Daily Execution: The workflow runs automatically every day at a specified time (e.g., 9:00 AM).
2. Fetches Contacts from CentralStationCRM: It makes an API request to CentralStationCRM to retrieve a list of contacts.
3. Removes Duplicate Contacts: Ensures that each contact is processed only once by removing any duplicate entries from the fetched list.
4. Filters for Specific Follow-Up Criteria: It applies a conditional check to determine if a contact meets the criteria for a follow-up email. (The specific condition is not defined in the provided JSON, but this If node is present for filtering.)
5. Sends Personalized Follow-Up Email (Gmail): For contacts that meet the follow-up criteria, a personalized email is sent using Gmail.
6. Pauses for a Defined Period: After sending the email, the workflow waits for a specified duration (e.g., 5 days) before proceeding to the next step for that contact. This is likely intended for a multi-stage follow-up or to ensure a delay before further actions.
7. Alerts on Slack: Notifies a designated Slack channel about the follow-up action, providing visibility and allowing team members to stay informed.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running instance of n8n.
• CentralStationCRM Account: Access to your CentralStationCRM account with API credentials.
• Gmail Account: A configured Gmail credential in n8n to send emails.
• Slack Account: A configured Slack credential in n8n to post alerts.

Setup/Usage

1. Import the Workflow:
   • Copy the provided JSON code.
   • In your n8n instance, click "New" to create a new workflow.
   • Go to File > Import from JSON and paste the copied JSON.
2. Configure Credentials:
   • Locate the "HTTP Request" node (for CentralStationCRM). You will need to configure it with your CentralStationCRM API endpoint and authentication (e.g., API Key, Basic Auth).
   • Locate the "Gmail" node and select or create your Gmail OAuth2 credential.
   • Locate the "Slack" node and select or create your Slack API credential.
3. Customize Nodes:
   • Schedule Trigger: Adjust the schedule (e.g., time, frequency) in the "Schedule Trigger" node as needed.
   • HTTP Request (CentralStationCRM): Modify the URL and parameters in the "HTTP Request" node to fetch the specific contacts or data you require from CentralStationCRM.
   • If Node: Define the conditions in the "If" node to filter which contacts should receive a follow-up email. This is crucial for the workflow's logic.
   • Gmail: Customize the email subject, body, and recipient fields in the "Gmail" node. You'll likely use expressions to dynamically insert contact details from CentralStationCRM.
   • Wait: Adjust the duration in the "Wait" node if you need a different delay for your follow-up sequence.
   • Slack: Customize the message content and target channel in the "Slack" node.
4. Activate the Workflow: Once configured, activate the workflow to start the automated follow-up process.