๐ง Workflow Summary
Automates lead management by:
- ๐ Webhook Trigger: Captures form data from your website.
- ๐งผ Code Node: Standardizes the data format.
- ๐ Google Sheets: Appends a new row with lead info.
- ๐ Slack Notification: Alerts your team instantly.
โ๏ธ Quick Setup
1. Import Workflow
- In n8n, go to Workflows โ + New โ Import from JSON.
2. Add Credentials
- Google Sheets: Use OAuth2 to connect your account.
- Slack: Create a Slack App โ Add bot scopes โ 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
4. Configure Nodes
- Webhook: Use the generated URL in your form settings.
- Code: Cleans and maps form fields.
- Google Sheets Node:
- Set to Append
- Map fields using expressions like
={{ $json.email }}
- Slack Node:
- Choose your channel
- Send a templated lead alert message with form data
5. Activate & Test
- Click Activate
- Send a test POST to the Webhook
- Confirm:
- New row in Sheet โ
- Slack alert sent โ
๐ฏ Use this automation to capture leads, log data, and notify your teamโall hands-free.