🧠 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.
