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Curated by Josh Kincaid · The Talking Hedge

CRM Data Automation | Josh Kincaid's AI Tool Hub

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CRM Data Automation

Name: CRM Data Automation
Brand: Josh Kincaid's AI Tool Hub
SKU: f73fbccf-fcbe-45a8-8e9c-50c9cd44165e
Price: 1000.00 USD
Availability: InStock

Real Estateintermediate

About

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.

What You Get

JSON workflow file — ready to import into n8n
Step-by-step setup instructions
IncludedPersonal setup call — I configure credentials and wire up your accounts so the workflow runs on day one

Integrations

HubSpot / SalesforceGmail / OutlookOpenAI / Anthropic

SalesOperationsStrategy & ResearchIT & Engineering

$1000.00

Email address

Coupon or referral code

Secure CheckoutInstant DeliveryAll Sales Final

You'll bring your own API credentials (so the workflow runs under your accounts) — I'll walk you through wiring them up on our setup call, which is included with your purchase.

Frequently Asked Questions

What is n8n and do I need it?: n8n is a free, open-source workflow automation tool. You'll need a running n8n instance (self-hosted or n8n Cloud) to import and use this workflow.
How do I import the workflow?: After purchase, download the JSON file. In n8n, go to Workflows > Import from File and select it. We'll then jump on a call so I can wire your credentials and get it running — that's included with every purchase.
Is personalization really included?: Yes. Every purchase includes a 1-on-1 setup call where I configure the workflow for your specific accounts — credentials, API keys, authentication, and a full end-to-end test. You don't pay extra to get it running.
What if I want to customize the workflow beyond personalization?: Add-on developer time is $30/hr, billed in 15-minute increments. This covers custom triggers, new integrations, different logic, additional outputs, or anything beyond the premade workflow. We'll scope what you need on the setup call.
What if I get stuck?: Reply to your purchase email anytime — I read every message personally and will help you get unstuck. Setup help is always free.
Is there a refund policy?: All sales are final — no returns or refunds. But setup help is included with your purchase, so you'll never be stuck with a workflow you can't run.

Not sure where to start?

Schedule a free call and I'll help you identify the highest-impact automation opportunities for your business.

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