This n8n template automatically processes inbound form leads, researches their company via their website, and uses AI to write and send a highly personalized "speed to lead" email instantly. It also tracks subsequent appointment bookings to keep your CRM up to date.
Use cases are focused on high velocity sales: Perfect for agency owners, founders, and sales teams who need to respond to new leads in seconds while maintaining a high quality, personal touch.
Good to know
At the time of writing, this template is optimized for GPT-4o to ensure the highest quality personalization.
This template was originally designed using a Lovable form, but it works with any form builder (Typeform, Webflow, WordPress) that can send data via a webhook.
How it works
- The workflow starts when a new lead submits your contact form via the Webhook node.
- It immediately checks your Airtable CRM to ensure the lead is new and not a duplicate.
- The system scrapes the provided website URL and uses custom code to clean the HTML data.
- AI analyzes the cleaned website data to generate a concise summary of the business.
- A second AI step uses this summary and the lead's goals to draft and send a personalized email via Gmail.
- The lead data and website summary are logged into your Airtable base.
- A parallel flow monitors your inbox for booking confirmations and updates the CRM automatically.
How to use
- Create the necessary Base and Table in Airtable to store your leads.
- Connect your website form to the Webhook URL in the workflow.
- Update the OpenAI node prompts with your specific email signature and phone number.
- Run a test submission to ensure the website scraper is capturing data correctly.
Requirements
- Airtable account
- OpenAI account (GPT-4o model recommended)
- Gmail account
Customising this workflow
You can easily adapt this for different communication channels. Try swapping the Gmail node for a Slack notification to alert your team of high value leads, or connect it to HubSpot instead of Airtable for enterprise CRM management.