Every emailed file lands on the right CRM contact
A company that does all its client talk by email wanted every file on the client record.
Now each attachment goes to the right Drive folder and the right Pipedrive contact.
The problem
Clients send files by email. They stay buried in the inbox.
- Clients send files and images by email.
- They stay buried in threads.
- Nobody attaches them to the CRM by hand.
What we built
- Watches the mail. Inbound and outbound Gmail, only messages with files.
- Skips the noise. Filters and code drop threads that need no filing.
- Finds every person. Sender, receiver and CC, each searched in Pipedrive.
- The right folder. A folder for the business, then for the sender and date, in the Drive linked to Pipedrive.
- Logged. Each file is uploaded and logged in a sheet.
What it does every day
- Emails with files get picked up.
- Each file goes to its folder.
- The client record shows it.
The file goes to the right folder and the right CRM contact.
Tools
- n8n
- Gmail
- Pipedrive
- Google Drive
- Google Sheets