Manage customer inquiries from email & web forms with Slack & Google Sheets

This n8n workflow is designed to centralize the management and tracking of customer inquiries received through multiple channels (email and web forms).

Who's it for?

Customer support teams Marketing teams Sales teams Small to medium-sized businesses Individuals looking to streamline customer inquiry processes

How it works / What it does

This workflow is designed to automatically collect, process, route, and track customer inquiries from different sources.

1. Multi-Channel Input: The workflow listens for inquiries from both incoming emails and web form submissions. Email Trigger: Monitors a specific inbox for sent emails. Webhook - Web Form: Listens for web form data submitted to a designated endpoint.

2. Data Extraction and Parsing: Extract Email Content: Extracts HTML content from incoming emails to get a clean text message. Parse Email Data: Extracts relevant information from the email, such as customer name, email address, subject, message, received timestamp, source ("email"), and inquiry type (e.g., "urgent", "billing", "general") based on the subject line. Parse Webhook Data: Extracts customer name, email, subject, message, received timestamp, source ("webform"), and inquiry type from the web form data based on the provided type or a default of "general".

3. Merge Inquiries: The parsed email and web form inquiry data are combined into a single stream for continued processing.