CRM Data Automation

About

CRM Data Automation is listed in the Real Estate category. It's a ready-to-deploy n8n workflow template — no coding required to set up.

A dedicated workflow that automates CRM updates tailored for real estate and similar data-intensive businesses. The system triggers on ClickUp status changes to create corresponding Google Drive folders, processes Gmail attachments with PDF extraction using GPT-4 mini, and updates CRM fields. It integrates key APIs from ClickUp, Gmail, and Google Drive while using custom code nodes for splitting attachments.