Automate Lead Management from Website Forms to Google Sheets and Slack
Go to WorkflowDescription
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.