{ "workflow": { "id": 6723, "name": "Automate lead management from website forms to Google Sheets and Slack", "views": 362, "recentViews": 0, "totalViews": 362, "createdAt": "2025-07-31T07:13:51.515Z", "description": "## 🧠 Workflow Summary\n\nAutomates lead management by:\n\n- 🔗 **Webhook Trigger**: Captures form data from your website.\n- 🧼 **Code Node**: Standardizes the data format.\n- 📄 **Google Sheets**: Appends a new row with lead info.\n- 🔔 **Slack Notification**: Alerts your team instantly.\n\n---\n\n## ⚙️ Quick Setup\n\n### 1. Import Workflow\n- In n8n, go to **Workflows** → **+ New** → **Import from JSON**.\n\n### 2. Add Credentials\n- **Google Sheets**: Use OAuth2 to connect your account.\n- **Slack**: Create a Slack App → Add bot scopes → Connect via OAuth2.\n\n### 3. Google Sheet Prep\n- Create a sheet with these columns in row 1:\n - Full Name\n - Email Address\n - Business Name\n - Project Intent/Needs\n - Project Timeline\n - Budget Range\n - Received At\n\n### 4. Configure Nodes\n- **Webhook**: Use the generated URL in your form settings.\n- **Code**: Cleans and maps form fields.\n- **Google Sheets Node**:\n - Set to **Append**\n - Map fields using expressions like `={{ $json.email }}`\n- **Slack Node**:\n - Choose your channel\n - Send a templated lead alert message with form data\n\n### 5. Activate & Test\n- Click **Activate**\n- Send a test POST to the Webhook\n- Confirm:\n - New row in Sheet ✅\n - Slack alert sent ✅\n\n---\n\n🎯 *Use this automation to capture leads, log data, and notify your team—all hands-free.*\n", "workflow": { "meta": { "instanceId": "2000c64071c20843606b95c63795bb0797c41036047055a6586498e855b96efc", "templateCredsSetupCompleted": true }, "nodes": [ { "id": "4cdc8f9c-6197-437d-92c3-b12100a790d9", "name": "Code", "type": "n8n-nodes-base.code", "position": [ -208, 128 ], "parameters": { "jsCode": "const items = $input.all();\n\nconst updatedItems = items.map((item) => {\n  const { name, email, businessName, message, timeline, budget } =\n    item.json.body;\n  return {\n    name,\n    email,\n    businessName,\n    \"project intent/need\": message,\n    timeline,\n    budget,\n  };\n});\n\nreturn updatedItems;\n" }, "typeVersion": 2 }, { "id": "b64a3c66-72a0-4661-84c5-27eab0af3105", "name": "Google Sheets", "type": "n8n-nodes-base.googleSheets", "position": [ 0, 128 ], "parameters": { "columns": { "value": { "full name": "={{ $json.name }}", "Budget Range": "={{ $json.budget }}", "Business name": "={{ $json.businessName }}", "Email Address": "={{ $json.email }}", "Project Timeline": "={{ $json.timeline }}", "Project Intent/Needs": "={{ $json['project intent/need'] }}" }, "schema": [ { "id": "full name", "type": "string", "display": true, "required": false, "displayName": "full name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Email Address", "type": "string", "display": true, "required": false, "displayName": "Email Address", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Project Intent/Needs", "type": "string", "display": true, "required": false, "displayName": "Project Intent/Needs", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Project Timeline", "type": "string", "display": true, "required": false, "displayName": "Project Timeline", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Budget Range", "type": "string", "display": true, "required": false, "displayName": "Budget Range", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Business name", "type": "string", "display": true, "required": false, "displayName": "Business name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Preferred Communication Channel", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Preferred Communication Channel", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "How they heard about DAEX AI", "type": "string", "display": true, "removed": true, "required": false, "displayName": "How they heard about DAEX AI", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Phone Number", "type": "string", "display": true, "removed": true, "required": false, "displayName": "Phone Number", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "append", "sheetName": { "__rl": true, "mode": "list", "value": "gid=0", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit#gid=0", "cachedResultName": "Sheet1" }, "documentId": { "__rl": true, "mode": "list", "value": "1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo", "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit?usp=drivesdk", "cachedResultName": "client intake form" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "credential-id", "name": "googleSheetsOAuth2Api Credential" } }, "typeVersion": 4.5 }, { "id": "d1adffe8-b7fd-46e7-aa37-ef0d910dda0d", "name": "Webhook", "type": "n8n-nodes-base.webhook", "position": [ -416, 128 ], "webhookId": "34e9fb3f-f6bd-4a44-bb58-6fe58ffe4a78", "parameters": { "path": "34e9fb3f-f6bd-4a44-bb58-6fe58ffe4a78", "options": {}, "httpMethod": "POST" }, "typeVersion": 2 }, { "id": "4dbd211d-9db5-4567-b092-0111e9512e03", "name": "Send a message", "type": "n8n-nodes-base.slack", "message": "*New Website Lead Alert!* :zap:\n\nA new project inquiry has been received and logged to the Google Sheet.\n\n*Details:*\n- *Name:* {{ $('Code').item.json.name }}\n- *Email:* {{ $('Code').item.json.email }}\n- *Business Name:* {{ $('Code').item.json.businessName || 'N/A' }}\n- *Project Intent/Need:* {{ $('Code').item.json['project intent/need'] }}\n- *Timeline:* {{ $('Code').item.json.timeline || 'Not specified' }}\n- *Budget:* {{ $('Code').item.json.budget || 'Not specified' }}\n\n:clipboard: *Google Sheet Link:* https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit#gid=0\n:alarm_clock: *Received At:* {{ new Date().toLocaleString() }}\n\n:point_right: *Action:* Please review the details in the Google Sheet and follow up with the lead as soon as possible!", "position": [ 208, 128 ], "webhookId": "cd1a4d51-2ac3-4ebf-85ae-b08ef08e830f", "parameters": { "text": "=*New Website Lead Alert!* :zap:\\n\\nA new project inquiry has been received and logged to the Google Sheet.\\n\\n*Details:*\\n- *Name:* {{ $('Code').item.json.name }}\\n- *Email:* {{ $('Code').item.json.email }}\\n- *Business Name:* {{ $('Code').item.json.businessName || 'N/A' }}\\n- *Project Intent/Need:* {{ $('Code').item.json['project intent/need'] }}\\n- *Timeline:* {{ $('Code').item.json.timeline || 'Not specified' }}\\n- *Budget:* {{ $('Code').item.json.budget || 'Not specified' }}\\n\\n:clipboard: *Google Sheet Link:* https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit#gid=0\\n:alarm_clock: *Received At:* {{ new Date().toLocaleString() }}\\n\\n:point_right: *Action:* Please review the details in the Google Sheet and follow up with the lead as soon as possible!\" }, {", "user": { "__rl": true, "mode": "list", "value": "U08UNT9F5E2", "cachedResultName": "daevo_workforce" }, "select": "user", "otherOptions": {}, "authentication": "oAuth2" }, "credentials": { "slackOAuth2Api": { "id": "credential-id", "name": "slackOAuth2Api Credential" } }, "typeVersion": 2.3 }, { "id": "6696d004-c56f-4e9c-8f8e-9d5355561eb0", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -976, -368 ], "parameters": { "color": 7, "width": 1056, "height": 896, "content": "Website Contact Form to Google Sheet & Slack Notification\n\nThis document provides a complete guide to setting up and configuring the n8n workflow that captures website contact form submissions, logs them to a Google Sheet, and sends real-time notifications to Slack.\n\n### Workflow Overview\n\nThis workflow automates lead management by:\n\n1. **Capturing Submissions:** A webhook or form trigger receives data from your website's contact form.\n\n2. **Transforming Data:** A Code node processes the incoming data into a clean, standardized format.\n\n3. **Logging to Google Sheet:** The processed data is appended as a new row in a designated Google Sheet, acting as your lead database.\n\n4. **Notifying Team on Slack:** A detailed alert message is sent to a specified Slack channel, ensuring immediate team awareness and prompt follow-up.\n\n### Step-by-Step Setup Guide\n\nFollow these steps to set up and activate your n8n workflow:\n\n#### 1. Import the Workflow\n\n* Copy the entire JSON content of your n8n workflow from the Canvas.\n\n* In your n8n instance, go to \"Workflows\" (left sidebar).\n\n* Click the \"New\" button (or \"+\" icon) and select \"Import from JSON.\"\n\n* Paste the copied JSON and click \"Import.\"\n\n#### 2. Configure Credentials\n\nBefore activating the workflow, you need to set up the necessary credentials for Google Sheets and Slack.\n\n* **Google Sheets Account:**\n\n 1. In n8n, go to \"Credentials\" (left sidebar).\n\n 2. Click \"New Credential\" and search for \"Google Sheets API.\"\n\n 3. Choose \"OAuth2\" authentication.\n\n 4. Follow the on-screen prompts to connect your Google Account and grant access to Google Sheets.\n\n 5. Once created, note down its ID (e.g., `b0RUCwZZREhRN85o`).\n\n* **Slack Account:**\n\n 1. In n8n, go to \"Credentials\" (left sidebar).\n\n 2. Click \"New Credential\" and search for \"Slack API.\"\n\n 3. Choose \"OAuth2\" authentication.\n\n 4. You will likely need to create a Slack App in your workspace (`api.slack.com/apps`).\n\n 5. Configure \"Bot Token Scopes\" (e.g., `chat:write`, `channels:read`).\n\n 6. Install the app to your workspace.\n\n 7. Follow the n8n authentication steps to connect your Slack workspace.\n\n 8. Once created, note down its ID (e.g., `rCOUwK3276xqTfQi`).\n\n#### 3. Prepare Your Google Sheet\n\nYou need a Google Sheet to store your form submissions.\n\n* **Create a New Google Sheet:** Go to Google Sheets and create a new spreadsheet.\n\n* **Name the Sheet:** Ensure the first sheet tab is named `Sheet1`.\n\n* **Add Column Headers:** In the first row of `Sheet1`, add the following column headers exactly as listed below:\n\n * `Full Name`\n\n * `Email Address`\n\n * `Business Name`\n\n * `Project Intent/Needs`\n\n * `Project Timeline`\n\n * `Budget Range`\n\n * `Received At` (This column will automatically record the submission timestamp)\n\n#### 4. Configure Each Node in n8n\n\nNow, go back to your imported workflow in n8n and configure each node:\n\n* **Webhook1 (Webhook Trigger):**\n\n * This node receives data from your website form.\n\n * **Path:** `34e9fb3f-f6bd-4a44-bb58-6fe58ffe4a78` (This is unique to your workflow; do not change it unless you intend to generate a new webhook URL).\n\n * After activating the workflow, you will get a \"Webhook URL\" from this node. This URL is what you'll use in your website's contact form submission settings (e.g., as the action URL for your HTML form, or in your form builder's webhook integration).\n\n* **Code (Code Node):**\n\n * This node transforms the incoming webhook data into a standardized JSON format.\n\n * No configuration is typically needed here unless your incoming form fields differ significantly from `name`, `email`, `businessName`, `message`, `timeline`, `budget`.\n\n * The code maps `item.json.body` fields to a cleaner output:\n\n ```\n const items = $input.all();\n const updatedItems = items.map((item) => {\n const { name, email, businessName, message, timeline, budget } = item.json.body;\n return {\n name,\n email,\n businessName,\n \"project intent/need\": message, // Renames 'message'\n timeline,\n budget,\n };\n });\n return updatedItems;\n \n ```\n\n* **Google Sheets1 (Google Sheets Node):**\n\n * **Operation:** `Append`\n\n * **Credentials:** Select your \"Google Sheets Account\" credential (e.g., `b0RUCwZZREhRN85o`).\n\n * **Spreadsheet ID:** Replace `1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo` with *your actual Google Sheet ID*. You can find this in the URL of your Google Sheet.\n\n * **Sheet Name:** `Sheet1` (or your chosen sheet name).\n\n * **Columns Mapping:** Ensure the mapping is correct. It should look like this:\n\n * `full name`: `={{ $json.name }}`\n\n * `Email Address`: `={{ $json.email }}`\n\n * `Project Intent/Needs`: `={{ $json['project intent/need'] }}`\n\n * `Project Timeline`: `={{ $json.timeline }}`\n\n * `Budget Range`: `={{ $json.budget }}`\n\n * `Business name`: `={{ $json.businessName }}`\n\n * `Received At`: `={{ new Date().toLocaleString() }}` (Manually add this mapping if not present, using the expression)\n\n* **Send a message (Slack Node):**\n\n * **Operation:** `Send a message`\n\n * **Credentials:** Select your \"Slack Account\" credential (e.g., `rCOUwK3276xqTfQi`).\n\n * **Channel ID:** Replace `YOUR_SLACK_CHANNEL_ID` with the actual ID of the Slack channel where you want the alerts to appear (e.g., `C0123456789`). You can get this by right-clicking the channel in Slack and selecting \"Copy link\" - the ID is the last part of the URL.\n\n * **Message:** This is the detailed alert message:\n\n ```\n *New Website Lead Alert!* :zap:\n \n A new project inquiry has been received and logged to the Google Sheet.\n \n *Details:*\n - *Name:* {{ $('Code').item.json.name }}\n - *Email:* {{ $('Code').item.json.email }}\n - *Business Name:* {{ $('Code').item.json.businessName || 'N/A' }}\n - *Project Intent/Need:* {{ $('Code').item.json['project intent/need'] }}\n - *Timeline:* {{ $('Code').item.json.timeline || 'Not specified' }}\n - *Budget:* {{ $('Code').item.json.budget || 'Not specified' }}\n \n :clipboard: *Google Sheet Link:* [https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit#gid=0](https://docs.google.com/spreadsheets/d/1OBxt6TX3edgxiSYnsULCuSM5OL7GYlA6W3DjNYBEpfo/edit#gid=0)\n :alarm_clock: *Received At:* {{ new Date().toLocaleString() }}\n \n :point_right: *Action:* Please review the details in the Google Sheet and follow up with the lead as soon as possible!\n \n ```\n\n#### 5. Activate the Workflow\n\n* Once all credentials and node parameters are configured, click the \"Activate\" toggle in the top right corner of the n8n workflow editor.\n\n#### 6. Test the Workflow\n\n* Copy the \"Production Webhook URL\" from the \"Webhook1\" node.\n\n* Use a tool like Postman, Insomnia, or a simple HTML form on a test page to send a `POST` request to this URL with a JSON body containing your test data (e.g., `{\"name\": \"Test User\", \"email\": \"test@example.com\", \"businessName\": \"Test Co\", \"message\": \"I need automation!\", \"timeline\": \"ASAP\", \"budget\": \"$1000-$2000\"}`).\n\n* Alternatively, if you're integrating with an existing website form, submit a test entry through your website.\n\n* Verify that a new row appears in your Google Sheet and a message is posted in your designated Slack channel.\n\nThis comprehensive guide should help you and others set up this high-ROI automation efficiently" }, "typeVersion": 1 } ], "pinData": {}, "connections": { "Code": { "main": [ [ { "node": "Google Sheets", "type": "main", "index": 0 } ] ] }, "Webhook": { "main": [ [ { "node": "Code", "type": "main", "index": 0 } ] ] }, "Google Sheets": { "main": [ [ { "node": "Send a message", "type": "main", "index": 0 } ] ] } } }, "lastUpdatedBy": 29, "workflowInfo": { "nodeCount": 5, "nodeTypes": { "n8n-nodes-base.code": { "count": 1 }, "n8n-nodes-base.slack": { "count": 1 }, "n8n-nodes-base.webhook": { "count": 1 }, "n8n-nodes-base.stickyNote": { "count": 1 }, "n8n-nodes-base.googleSheets": { "count": 1 } } }, "status": "published", "user": { "name": "David Olusola", "username": "dae221", "bio": "I design enterprise-grade automation systems that eliminate bottlenecks, cut manual work by 70%+, and unlock millions in lost revenue opportunities. My clients — typically achieve 5–10x ROI within the first 90 days. Currently partnering with select high-growth companies ready to scale faster with AI automation. david@daexai.com", "verified": true, "links": [ "" ], "avatar": "https://gravatar.com/avatar/2abbc4c9e828c54a8d8838beda1382e8e4a66684ef9fa8451dbeb3e72b0c9f9c?r=pg&d=retro&size=200" }, "nodes": [ { "id": 18, "icon": "file:googleSheets.svg", "name": "n8n-nodes-base.googleSheets", "codex": { "data": { "alias": [ "CSV", "Sheet", "Spreadsheet", "GS" ], "resources": { "generic": [ { "url": "https://n8n.io/blog/love-at-first-sight-ricardos-n8n-journey/", "icon": "❤️", "label": "Love at first sight: Ricardo’s n8n journey" }, { "url": "https://n8n.io/blog/why-business-process-automation-with-n8n-can-change-your-daily-life/", "icon": "🧬", "label": "Why business process automation with n8n can change your daily life" }, { "url": "https://n8n.io/blog/automatically-adding-expense-receipts-to-google-sheets-with-telegram-mindee-twilio-and-n8n/", "icon": "🧾", "label": "Automatically Adding Expense Receipts to Google Sheets with Telegram, Mindee, Twilio, and n8n" }, { "url": "https://n8n.io/blog/supercharging-your-conference-registration-process-with-n8n/", "icon": "🎫", "label": "Supercharging your conference registration process with n8n" }, { "url": "https://n8n.io/blog/creating-triggers-for-n8n-workflows-using-polling/", "icon": "⏲", "label": "Creating triggers for n8n workflows using polling" }, { "url": "https://n8n.io/blog/no-code-ecommerce-workflow-automations/", "icon": "store", "label": "6 e-commerce workflows to power up your Shopify s" }, { "url": "https://n8n.io/blog/migrating-community-metrics-to-orbit-using-n8n/", "icon": "📈", "label": "Migrating Community Metrics to Orbit using n8n" }, { "url": "https://n8n.io/blog/automate-google-apps-for-productivity/", "icon": "💡", "label": "15 Google apps you can combine and automate to increase productivity" }, { "url": "https://n8n.io/blog/your-business-doesnt-need-you-to-operate/", "icon": " 🖥️", "label": "Hey founders! Your business doesn't need you to operate" }, { "url": "https://n8n.io/blog/how-honest-burgers-use-automation-to-save-100k-per-year/", "icon": "🍔", "label": "How Honest Burgers Use Automation to Save $100k per year" }, { "url": "https://n8n.io/blog/how-a-digital-strategist-uses-n8n-for-online-marketing/", "icon": "💻", "label": "How a digital strategist uses n8n for online marketing" }, { "url": "https://n8n.io/blog/why-this-product-manager-loves-workflow-automation-with-n8n/", "icon": "🧠", "label": "Why this Product Manager loves workflow automation with n8n" }, { "url": "https://n8n.io/blog/sending-automated-congratulations-with-google-sheets-twilio-and-n8n/", "icon": "🙌", "label": "Sending Automated Congratulations with Google Sheets, Twilio, and n8n " }, { "url": "https://n8n.io/blog/how-a-membership-development-manager-automates-his-work-and-investments/", "icon": "📈", "label": "How a Membership Development Manager automates his work and investments" }, { "url": 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}, "displayName": "Code", "typeVersion": 2, "nodeCategories": [ { "id": 5, "name": "Development" }, { "id": 9, "name": "Core Nodes" } ] } ], "categories": [ { "id": 37, "name": "Lead Generation" } ], "image": [] } }