Automate Lead Capture and Notification with a Dynamic n8n Workflow
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Seamlessly capture leads from a custom form and instantly enrich your sales pipeline. This n8n workflow automatically adds leads to Google Sheets, sends email notifications, and alerts your team via Discord.
About This Workflow
This n8n workflow is designed to streamline your lead generation process by automating the capture, storage, and notification of new inquiries. It begins with a user-friendly 'n8n Form Trigger' where potential leads can submit their name, email, and queries. The workflow then intelligently routes this information. The 'Google Sheets' node meticulously organizes incoming leads by appending them to a designated spreadsheet, creating a central repository for your sales team. Simultaneously, a 'Gmail' node dispatches an immediate email notification to a specified address, ensuring no lead is missed. For real-time team alerts, a 'Discord' node sends a richly formatted embed message to a chosen channel. An 'If' condition node is included for potential validation steps, and a 'Hunter' node is present for email verification, adding a layer of data quality assurance. This comprehensive setup empowers you to respond faster and manage your leads more effectively.
Key Features
- Customizable Lead Forms: Easily create intake forms with fields for name, email, and detailed queries.
- Automated Data Entry: Instantly log all submitted leads into a Google Sheet for organized tracking.
- Instant Email Notifications: Receive immediate email alerts for every new lead, ensuring prompt follow-up.
- Real-time Team Alerts: Get instant updates in your Discord channel for critical lead notifications.
- Data Verification: Includes placeholders for email verification (Hunter) and conditional logic (If) to enhance data quality.
How To Use
- Configure the n8n Form Trigger: Customize the 'Form Title' and define the 'formFields' (Name, Email, and a 'textarea' for queries). Ensure 'Email' is marked as 'requiredField'.
- Set up Google Sheets Integration: Connect your Google Sheets account. In the 'Google Sheets' node, specify your 'documentId' and 'sheetName'. Map the incoming form data ('Name', 'Email', 'Let us know your queries') to the appropriate columns in your sheet, including a 'Submitted On' timestamp.
- Configure Gmail Notifications: Connect your Gmail account. In the 'Gmail' node, set the 'sendTo' address and craft your 'subject' and 'message' using the form data variables (e.g.,
{{ $json.Name }}). - Set up Discord Alerts: Connect your Discord webhook. In the 'Discord' node, configure the embed message with the lead details, using the form data variables for 'title' and 'description'.
- (Optional) Enhance with Hunter and If: If using the 'Hunter' node, configure the 'email' parameter with
{{ $json.Email }}for verification. For the 'If' node, adjust the 'conditions' to implement specific validation rules, such as checking for a valid email format (though the example shows a placeholder). - Connect Nodes: Ensure the output of the 'n8n Form Trigger' flows to the 'If' node, then to the 'Hunter' node, and subsequently to the 'Google Sheets', 'Gmail', and 'Discord' nodes.
Apps Used
Workflow JSON
{
"id": "4dd3602d-d485-40fb-8631-d28385ce4b77",
"name": "Automate Lead Capture and Notification with a Dynamic n8n Workflow",
"nodes": 12,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 4dd3602d-d485...
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