Customer Onboarding Help Requests (Typeform to Gmail & Sheets)

Description

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. ✅