Automate lead management from website forms to Google Sheets and Slack
Workflow preview
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2500 executions/month
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Important notice
This workflow is provided as-is. Please review and test before using in production.
Overview
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.
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
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 β
- Slack alert sent β
π― Use this automation to capture leads, log data, and notify your teamβall hands-free.