Automate Lead Management: Google Forms to Trello Cards
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Seamlessly capture new leads from Google Forms and automatically create Trello cards for them. Streamline your sales process and ensure no lead falls through the cracks.
About This Workflow
This n8n workflow elegantly bridges the gap between lead generation and sales task management. Whenever a new submission arrives in your Google Form, this automation springs into action. It extracts all the crucial lead information and instantly transforms it into a well-organized Trello card. This ensures your sales team has immediate visibility into new opportunities, complete with all necessary details, right within their Trello boards. By automating this repetitive task, you free up valuable time for your sales professionals to focus on what they do best: closing deals.
It intelligently pulls data from your Google Form, including name, email, company, and specific needs. This data is then meticulously structured and added to a Trello card, ready for your sales team to act upon. Say goodbye to manual data entry and hello to an efficient, automated lead management system.
Key Features
- Real-time Lead Capture: Automatically process new submissions from your Google Forms as they come in.
- Automated Trello Card Creation: Instantly generate a Trello card for each new lead, saving manual effort.
- Rich Card Details: Populate Trello cards with comprehensive lead information directly from the form.
- Customizable Trello Card Names: Ensure clarity by automatically naming Trello cards with lead name and company.
- Seamless Integration: Connects popular Google Forms and Trello for a robust workflow.
How To Use
- Set up Google Sheets Trigger: Configure the "New Form Submission" node to connect to your Google Sheet containing form responses. Ensure it's set to trigger on
rowAddedand set the polling interval (e.g.,everyMinute). - Map Data with Set Fields: Use the "Set Fields" node to extract specific data points from your Google Form submission (e.g., 'What's your name?', 'Email Address'). Assign these values to clear field names like 'Name', 'EmailAddress', etc.
- Configure Trello Card Creation: In the "Create Card" node, set the
listIdto your desired Trello list ID. Dynamically set thenameof the card using the mapped fields (e.g.,={{ $('Set Fields').item.json.Name }} | {{ $('Set Fields').item.json['Company Name '] }}). - Add Card Description: Populate the
descriptionfield in the "Create Card" node with relevant information from the "Set Fields" node (e.g.,={{ $json.Needs }}). - Connect Nodes: Ensure the workflow is connected correctly, with the Google Sheets trigger leading to the "Set Fields" node, and then to the "Create Card" node.
Apps Used
Workflow JSON
{
"id": "caa8474e-fe20-4bf6-a485-b7f3ded7374b",
"name": "Automate Lead Management: Google Forms to Trello Cards",
"nodes": 27,
"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: caa8474e-fe20...
About the Author
Crypto_Watcher
Web3 Developer
Automated trading bots and blockchain monitoring workflows.
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