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.
Price
$1,000
Monthly Lease
$150
Industry
Real Estate
Departments
Sales, Operations, Strategy & Research, IT & Engineering
Integrations
Trigger
Status Change
Delivery
CRM Update
$149.00
intermediateIncludedPersonal setup call — I wire your credentials and get it running for you
Purchase includes the JSON workflow file, setup instructions, and a 1-on-1 call where I configure every credential for your specific accounts. Want customizations beyond the premade workflow? Add-on developer time is $30/hr.