Lead Capture and Notification Automation

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This n8n workflow automates the process of capturing new leads from a Google Sheets form, notifying the team via Slack and email, and integrating the data into a CRM system. It starts with a trigger that detects new entries in a Google Spreadsheet used for lead collection. When a new lead is recorded, the workflow sends real-time notifications through Slack and Gmail, informing the team about the new submission. Simultaneously, the lead information is added to HubSpot for CRM management. Additionally, the workflow includes a follow-up reminder system that sends a notification if a lead marked as ‘hot’ hasn’t been contacted within a specified timeframe, helping improve lead follow-up efficiency. Practical for sales and marketing teams, this automation ensures timely lead responses, streamlined data logging, and effective communication across platforms.

Node Count

11 – 20 Nodes

Nodes Used

gmail, googleSheetsTrigger, hubspot, if, noOp, slack, stickyNote, wait

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