Customer onboarding help requests (Typeform to Gmail & Sheets)

Description Automatically capture customer onboarding help requests from Typeform, log them in Google Sheets, validate email addresses, and send a professional HTML welcome email via Gmail. Ensures smooth onboarding communication with audit-ready tracking and error handling. 📝📧

What This Template Does - Monitors Typeform submissions for new onboarding help requests. 📥 - Logs all responses into Google Sheets with structured fields. 📊 - Validates email addresses to prevent errors. ✅ - Generates professional HTML welcome emails with company branding. 🎨 - Sends onboarding emails directly via Gmail. 📧 - Handles missing or invalid emails with error logging. ⚠️

Key Benefits - Streamlines customer onboarding request handling. ⏱️ - Creates a centralized log for analytics and audits. 🧾 - Improves customer experience with branded email communication. 💡 - Reduces manual effort in follow-up and data entry. 🔄 - Ensures reliable handling of incomplete or invalid submissions. 🛡️

Features - Typeform trigger for new form submissions. 📝 - Automatic Google Sheets logging of customer details. 📈 - Conditional email validation before sending. 🔍 - Dynamic HTML email generation with customer details. 🎨 - Automated Gmail delivery of welcome emails. 📧 - Error handling node for missing/invalid email submissions. 🚨

Requirements - n8n instance (cloud or self-hosted). - Typeform API credentials with webhook permissions. - Google Sheets OAuth2 credentials with spreadsheet write access. - Gmail OAuth2 credentials with send email permissions. - Pre-configured Google Sheet for onboarding request tracking.

Target Audience - Customer success and onboarding teams. 👩‍💻 - SaaS startups managing onboarding inquiries. 🚀 - Support teams handling product/service onboarding. 🛠️ - SMBs looking for efficient onboarding automation. 🏢 - Remote teams needing structured onboarding workflows. 🌐

Step-by-Step Setup Instructions - Connect Typeform, Google Sheets, and Gmail credentials in n8n. 🔑 - Insert your Typeform form ID in the trigger node. 📝 - Replace the Google Sheet ID with your tracking sheet. 📊 - Map form fields to spreadsheet columns (ensure headers match). 🔗 - Customize email HTML template with branding and company info. 🎨 - Update sender email in the Gmail node. 📧 - Test the workflow with a sample form submission. ✅