This n8n workflow automates the process of capturing, enriching, and managing new leads from a web form submission, seamlessly integrating with various services like Lemlist, HubSpot, Dropcontact, and Slack. It aims to streamline outreach, follow-ups, and deal tracking in a comprehensive lead management system.
The workflow starts with a webhook that receives new lead data, typically from a form or landing page. The data is then enriched using Dropcontact to obtain additional contact details and verified company information. Next, it searches for existing companies and contacts in HubSpot to identify if the lead is new or ongoing.
Based on the search results, it intelligently determines whether to create new records or update existing ones. New companies are added to HubSpot with relevant details, while existing companies are checked for lead status to decide whether to proceed with outreach activities.
If the lead is identified as a new opportunity (open deal), a follow-up task is created in HubSpot, and an outreach email is sent via Lemlist to initiate contact.
Throughout the workflow, notifications are sent via Slack to the sales and customer success teams, informing them of new hiring signals or potential upsell opportunities. Additionally, when a lead is marked as a customer, relevant team members are notified.
This automation is ideal for sales and marketing teams aiming to automate their lead tracking, outreach, and CRM updates, ensuring timely communication and data accuracy across platforms.
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