CRM Data Automation

MagicOps AI presents a dedicated workflow that automates CRM updates tailored for real estate and similar data-intensive businesses. The system triggers on ClickUp status changes to create corresponding Google Drive folders, processes Gmail attachments with PDF extraction using GPT-4 mini, and updates CRM fields. It integrates key APIs from ClickUp, Gmail, and Google Drive while using custom code nodes for splitting attachments. A free, ready-to-use template is available from MagicOps AI.

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