Automate Lead Management from Website Forms to Google Sheets and Slack

🧠 Workflow Summary

Automates lead management by:

• 🔗 Webhook Trigger: Captures form data from your website.
• 🧼 Code Node: Standardizes the data format.
• 📄 Google Sheets: Appends a new row with lead info.
• 🔔 Slack Notification: Alerts your team instantly.

⚙️ Quick Setup

1. Import Workflow

• In n8n, go to Workflows → + New → Import from JSON.

2. Add Credentials

• Google Sheets: Use OAuth2 to connect your account.
• Slack: Create a Slack App → Add bot scopes → 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 ✅
  • Slack alert sent ✅

🎯 Use this automation to capture leads, log data, and notify your team—all hands-free.