Customer Onboarding Help Requests (Typeform to Gmail & Sheets)

Description

Automatically capture customer onboarding help requests from Typeform, log them in Google Sheets, validate email addresses, and send a professional HTML welcome email via Gmail. Ensures smooth onboarding communication with audit-ready tracking and error handling. 📝📧

What This Template Does

• Monitors Typeform submissions for new onboarding help requests. 📥
• Logs all responses into Google Sheets with structured fields. 📊
• Validates email addresses to prevent errors. ✅
• Generates professional HTML welcome emails with company branding. 🎨
• Sends onboarding emails directly via Gmail. 📧
• Handles missing or invalid emails with error logging. ⚠️

Key Benefits

• Streamlines customer onboarding request handling. ⏱️
• Creates a centralized log for analytics and audits. 🧾
• Improves customer experience with branded email communication. 💡
• Reduces manual effort in follow-up and data entry. 🔄
• Ensures reliable handling of incomplete or invalid submissions. 🛡️

Features

• Typeform trigger for new form submissions. 📝
• Automatic Google Sheets logging of customer details. 📈
• Conditional email validation before sending. 🔍
• Dynamic HTML email generation with customer details. 🎨
• Automated Gmail delivery of welcome emails. 📧
• Error handling node for missing/invalid email submissions. 🚨

Requirements

• n8n instance (cloud or self-hosted).
• Typeform API credentials with webhook permissions.
• Google Sheets OAuth2 credentials with spreadsheet write access.
• Gmail OAuth2 credentials with send email permissions.
• Pre-configured Google Sheet for onboarding request tracking.

Target Audience

• Customer success and onboarding teams. 👩‍💻
• SaaS startups managing onboarding inquiries. 🚀
• Support teams handling product/service onboarding. 🛠️
• SMBs looking for efficient onboarding automation. 🏢
• Remote teams needing structured onboarding workflows. 🌐

Step-by-Step Setup Instructions

• Connect Typeform, Google Sheets, and Gmail credentials in n8n. 🔑
• Insert your Typeform form ID in the trigger node. 📝
• Replace the Google Sheet ID with your tracking sheet. 📊
• Map form fields to spreadsheet columns (ensure headers match). 🔗
• Customize email HTML template with branding and company info. 🎨
• Update sender email in the Gmail node. 📧
• Test the workflow with a sample form submission. ✅