Route and nurture financial services leads with OpenAI, Gmail and Google Sheets

Financial services lead magnet with Lovable/Base44 and n8n

Automatically route and nurture leads for Business Funding, Life Insurance, Credit Repair, and Agent Recruitment with hyper-personalized AI-generated emails.

How it works

1. Lead Capture via Webhook Your landing page submits lead data (name, email, phone, interest, service-specific details) to the workflow webhook.

2. Intelligent Routing by Interest Switch node routes leads to the appropriate path based on their selected service interest.

3. AI Email Generation OpenAI generates hyper-personalized HTML emails using the lead's specific data - calculating funding amounts, insurance premiums, credit repair timelines, or recruitment benefits.

4. Automated Email Delivery Gmail sends the customized email with dynamic subject lines and professional templates.

5. Lead Tracking Google Sheets logs all lead data for follow-up and analytics.