Workflow template

★ 6.5 · n8n · complex · 32 nodes

Workflow template is an n8n automation template that automatically scores customer health and churn risk using Salesforce data, Google Gemini AI analysis, and Gmail delivery of results. Reach for it when your Customer Success team needs to flag at-risk accounts without manually combing through CRM records, or when you want AI-generated health scores for every account delivered straight to the responsible manager's inbox. Trigger: webhook. The workflow pulls customer data from Salesforce, sends it to Google Gemini for risk assessment, and delivers the structured result via Gmail. Integrations: Salesforce, Google Gemini, Gmail. Direction — proactive customer retention from CRM data, not inbound support routing or lead generation. Suits Sales and Customer Success teams running on Salesforce with n8n deployed and active credentials for all three services; not a fit if your CRM is not Salesforce or Google Gemini API access is unavailable.