Workflow Templates

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Stop wasting time on manual data entry and instantly engage with your new leads! This powerful and production-ready n8n workflow automates the entire process of capturing leads from Facebook Lead Ads (or Google Ads Lead Forms), creating a backup in Google Sheets, and adding them directly into your CRM like Salesforce. This template is designed for marketers, sales teams, and agencies who want to ensure every lead is tracked and actioned immediately, improving conversion rates and maintaining a clean, organized database. How It Works This workflow follows a logical and robust sequence: Instant Trigger**: The workflow instantly starts when a new lead is submitted on your connected Facebook Lead Ad form. Smart Data Prep: A **Set node automatically processes the incoming data, intelligently splitting the 'full_name' field into 'First Name' and 'Last Name' to ensure compatibility with standard CRM fields. Reliable Backup**: The lead details are immediately appended to a new row in a specified Google Sheet. This serves as a permanent, easy-to-access log of all your leads. A "Processing" status is added. CRM Integration: The formatted lead data is used to create a new **Lead in Salesforce. This can be easily swapped for other CRMs like HubSpot, Pipedrive, Zoho, or any custom CRM with an API. Status Confirmation**: After the lead is successfully created in the CRM, the workflow goes back to the Google Sheet and updates the lead's status from "Processing" to "Synced," giving you a clear, at-a-glance overview of your sync status. Key Features Multi-Platform Ready: Primarily set up for Facebook Lead Ads, but the trigger can be easily swapped with the **Google Ads Lead Form Trigger node for Google-based campaigns. Data Integrity**: Includes a data preparation step to clean and structure information before sending it to your CRM. Failsafe Logging**: Google Sheets integration ensures you never lose a lead, even if there's a temporary issue with your CRM. Closed-Loop Reporting**: The status update feature provides clear confirmation within your spreadsheet that the automation was successful for each lead. Highly Customizable**: Easily adapt the workflow to handle custom fields from your lead forms and map them to any field in your CRM. Setup Instructions Import Template: Add this workflow to your n8n canvas. Configure Trigger: Select the Facebook Lead Ad node. Create or select your Facebook Lead Ads API credentials. Choose the correct Page and Form you want to track from the dropdown lists. (Optional: To use Google Ads, delete the Facebook node and add the 'Google Ads Lead Form Trigger' node instead, then connect it to the 'Prepare CRM Data' node.) Configure Google Sheets: Select the Log Lead to Google Sheets node. Create or select your Google Sheets API credentials. Enter your Spreadsheet ID and the Sheet Name (e.g., "Leads"). Ensure your sheet has the following headers: Timestamp, FullName, Email, PhoneNumber, LeadID, CRM_Status. The Update Status in Sheet node will automatically use the same credentials and sheet details. Configure Your CRM: Select the Create Lead in Salesforce node. Create or select your Salesforce API credentials. Review the mapped fields. You can add any custom fields from your form by referencing the data from the trigger node (e.g., {{$nodes["Facebook Lead Ad"].json.custom_field_name}}). Activate Workflow: Save and activate your workflow to start automating your lead management! This automation will save you hours of administrative work, eliminate human error, and ensure your sales team can follow up with hot leads faster than ever.

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This workflow transforms n8n into a call automation system, where AI agents can talk directly with people over the phone using Twilio. This workflow integrates Ultravox AI voice agents with Twilio’s telephony service to fully automate outbound phone calls. Ultravox generates the AI conversation and audio, while Twilio handles the PSTN connection to the actual phone network, with the two services connected in real-time via a media stream. Key Advantages AI-Powered Conversations** – Leverage Ultravox agents to handle natural, real-time dialogues with customers. Seamless Telephony Integration** – Twilio ensures reliable phone call delivery worldwide. Flexible Setup** – You can easily change the target phone number, agent, or Twilio line directly in the workflow. Scalable Outreach** – Automates outbound calls for customer support, sales, or appointment reminders. Step-by-Step Guidance** – The workflow includes clear instructions for: Buying and configuring a Twilio number Creating an Ultravox agent Executing the final call How it Works Manual Trigger: The workflow is started manually by a user within n8n. Set Parameters: The "Set Params" node defines the crucial variables for the call: the Ultravox agent_id, the Twilio phone number to call from (twilio_number), and the destination phone_number to call. Initiate Ultravox Session: The "Create Ultravox Call" node sends an HTTP POST request to the Ultravox API. It specifies the agent to use and, crucially, informs Ultravox that the call will be handled by Twilio (medium: { twilio: {} }). Ultravox responds with a unique joinUrl (a WebSocket stream URL). Place the Twilio Call: The "Twilio Call" node uses the details from the previous steps. It instructs Twilio to make a call from the specified twilio_number to the target phone_number. The key instruction (twiml) tells Twilio to connect the call to the joinUrl provided by Ultravox, effectively streaming the audio between the participant and the AI agent. Set Up Steps Twilio Configuration: Log into your Twilio Console. Buy a phone number under the "Phone Numbers" section. Obtain your "Account SID" and "Auth Token" from the dashboard. In the "Twilio Call" node credentials, add your Twilio Account SID and Auth Token. In the "Set Params" node, set the twilio_number value to your newly purchased Twilio number (e.g., +1xxxxxxx). Ultravox Configuration: Log into your Ultravox App. Create a new AI Agent by configuring its voice, tools, and system prompt. Copy the ID of your newly created agent. In the "Set Params" node, set the agent_id value to your Ultravox agent's ID. Execute the Call: In the "Set Params" node, set the phone_number value to the destination number you wish to call (e.g., +1xxxxxxxx). Execute the workflow manually from the n8n editor. The AI agent will call the specified number through Twilio. Need help customizing? Contact me for consulting and support or add me on Linkedin.

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