Automated Event-Based Messaging and Logging for TwentyCRM via Selective Channels

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.