Overview
This workflow automates the handling of event-based updates from TwentyCRM, ensuring that only relevant events trigger notifications on selected messaging channels. It streamlines communication by filtering, processing, and logging events efficiently.
Key Features
- Event Filtering: Utilizes conditional logic to process only events with mandatory event types.
- Selective Messaging: Routes delete events to email (Gmail) and other event types to appropriate channels.
- Comprehensive Logging: Records all processed events in Google Sheets for audit and tracking.
- Webhook Integration: Listens for new events from TwentyCRM in real time.
Benefits
- Improved Efficiency: Reduces manual intervention by automating event evaluation and messaging.
- Accurate Communication: Ensures the right stakeholders are notified through the correct channels.
- Enhanced Traceability: Maintains a detailed log of all event activities for compliance and analysis.
- Time Savings: Automates repetitive tasks, freeing up resources for higher-value work.
Use Cases
- Notifying sales or support teams of critical CRM events.
- Logging customer interactions for performance reviews.
- Automating alerts for account deletions or updates.
Integrations
- TwentyCRM: Source of event data.
- Gmail: Email notifications for specific event types.
- Google Sheets: Centralized event logging.
- Webhook: Real-time event capture.
