Automate Lead Management from Website Forms to Google Sheets and Slack

🧠 Workflow Summary

Automates lead management by:

🔗 Webhook Trigger: Captures form data from your website. 🧼 Code Node: Standardizes the data format. 📄 Google Sheets: Appends a new row with lead info. 🔔 Slack Notification: Alerts your team instantly.

⚙️ Quick Setup

  1. Import Workflow In n8n, go to Workflows → + New → Import from JSON.

  2. Add Credentials Google Sheets**: Use OAuth2 to connect your account. Slack**: Create a Slack App → Add bot scopes → 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 ✅ Slack alert sent ✅

🎯 Use this automation to capture leads, log data, and notify your team—all hands-free.

0
Downloads
1
Views
8.18
Quality Score
beginner
Complexity
Author:David Olusola(View Original →)
Created:8/13/2025
Updated:11/17/2025

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