Automate lead management from website forms to Google Sheets and Slack
π§ Workflow Summary Automates lead management by: - π Webhook Trigger: Captures form data from your website. - π§Ό Code Node: Standardizes the data format. - π Google Sheets: Appends a new row with lead info. - π Sl...
Template notes
π§ Workflow Summary
Automates lead management by:
- π Webhook Trigger: Captures form data from your website. - π§Ό Code Node: Standardizes the data format. - π Google Sheets: Appends a new row with lead info. - π Slack Notification: Alerts your team instantly.
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βοΈ Quick Setup
1. Import Workflow - In n8n, go to Workflows β + New β Import from JSON.
2. Add Credentials - Google Sheets: Use OAuth2 to connect your account. - Slack: Create a Slack App β Add bot scopes β Connect via OAuth2.
3. Google Sheet Prep - Create a sheet with these columns in row 1: - Full Name - Email Address - Business Name - Project Intent/Needs - Project Timeline - Budget Range - Received At