This n8n workflow automates the process of capturing leads submitted via a web form and creating corresponding opportunities in an ERP system. The workflow begins with a Webhook trigger that waits for incoming lead data. Once data is received, a Code node can be used for data processing or transformation, though its specific function isn’t detailed here. After processing, the workflow creates a new opportunity record in Odoo, an ERP platform, to manage the lead within the sales pipeline. Finally, it responds to the webhook request, confirming receipt and processing of the lead data.
This setup is practical for businesses that collect potential customer information through online forms or landing pages and want to streamline the conversion of leads into opportunities within their ERP system. It ensures quick, automated follow-up and reduces manual data entry, enhancing sales and marketing efficiency.
Key nodes include:
– Webhook node: initiates the workflow with incoming lead data.
– Code node: intended for data manipulation or validation.
– Create Opportunity node: integrates with Odoo to generate new sales opportunities.
– Respond to Webhook node: sends a confirmation response to the lead source.
The workflow can be triggered on website forms, lead generation campaigns, or any online channel where new prospects are collected, automating the end-to-end process from lead capture to opportunity creation.
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