Lead tracking system for HubSpot with automated notifications via Gmail & Slack
π― Project Purpose This project automates the process of collecting and managing new leads submitted through a web form. It eliminates the need for manual data entry and ensures that each lead is: - Properly recorded ...
Template notes
π― Project Purpose
This project automates the process of collecting and managing new leads submitted through a web form. It eliminates the need for manual data entry and ensures that each lead is:
- Properly recorded and time-stamped in a structured format - Automatically communicated to the sales or support team - Ready for follow-up, with a reminder system in place
Itβs a lightweight but effective solution suitable for freelancers, small teams, and growing businesses that want to streamline their lead intake process.
π οΈ Tools & Technologies Used
- Google Forms / Web Form β Frontend for capturing leads - Google Sheets β Central database for storing lead information - n8n β Automation platform that connects and coordinates all services - Gmail β Handles email notifications for new leads - Slack (optional) β Provides instant team notifications - Date & Time nodes β Tracks and manages lead response timing - Conditional (IF) nodes β Filters out duplicate and incomplete entries
π Workflow Overview
