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Route and nurture financial services leads with OpenAI, Gmail and Google Sheets

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Created by: David Olusola || dae221

David Olusola

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Last update 10 hours ago

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Financial services lead magnet with Lovable/Base44 and n8n

Automatically route and nurture leads for Business Funding, Life Insurance, Credit Repair, and Agent Recruitment with hyper-personalized AI-generated emails.

How it works

1. Lead Capture via Webhook
Your landing page submits lead data (name, email, phone, interest, service-specific details) to the workflow webhook.

2. Intelligent Routing by Interest
Switch node routes leads to the appropriate path based on their selected service interest.

3. AI Email Generation
OpenAI generates hyper-personalized HTML emails using the lead's specific data - calculating funding amounts, insurance premiums, credit repair timelines, or recruitment benefits.

4. Automated Email Delivery
Gmail sends the customized email with dynamic subject lines and professional templates.

5. Lead Tracking
Google Sheets logs all lead data for follow-up and analytics.

Set up steps

Time to set up: 15-20 minutes

1. Configure Credentials (5 min)

  • Add your OpenAI API key (all AI nodes use the same credential)
  • Connect Gmail OAuth2 for sending emails
  • Connect Google Sheets OAuth2 for lead tracking

2. Create Your Lead Tracking Sheet (2 min)

  • Create a Google Sheet with columns: Name, Interest, Phone, Email, Details/Additional Data
  • Copy the Sheet ID and update all Google Sheets nodes

3. Set Up Webhook (3 min)

  • Activate the workflow to generate your webhook URL
  • Copy the webhook URL for your landing page integration

4. Customize Your Brand (5 min)

  • Replace all "Your Name" placeholders with your name
  • Update "Your Company" and "Your Title" references
  • Add your actual service links (funding, insurance, credit repair, recruitment)
  • Adjust brand colors in HTML templates if desired

5. Test the Workflow (5 min)

  • Use the pinned test data in the Webhook node to validate each path
  • Send test emails to yourself
  • Verify data appears correctly in Google Sheets

Detailed setup instructions are included in the sticky notes throughout the workflow.

Building Your Landing Page Frontend

This workflow needs a landing page to collect leads. Here's how to build one quickly:

Option 1: Build with Lovable (Recommended - Fastest)

Lovable Prompt:

Create a modern lead magnet landing page for a financial services company with the following:

LAYOUT:
- Hero section with headline "Unlock Your Financial Future" and subheadline about multiple services
- Service selection cards for: Business Funding, Life Insurance, Credit Repair, Become an Agent
- Lead capture form that appears when user selects a service
- Professional color scheme: Green (#2EAE4E) primary, Cream (#F5F5DC) secondary, Gold (#FFD700) accents

FORM FUNCTIONALITY:
- Universal fields: First Name, Last Name, Email, Phone
- Service-specific conditional fields that appear based on selection:
  
  Business Funding:
  - Business Length (dropdown: <1 year, 1-2 years, 2-5 years, 5+ years)
  - Monthly Revenue (dropdown: Under $10k, $10k-$50k, $50k-$100k, $100k+)
  - Credit Score (dropdown: Below 600, 600-650, 650-700, 700+)
  - Funding Purpose (text input)
  
  Life Insurance:
  - Age Range (dropdown: 18-30, 31-40, 41-50, 51-60, 60+)
  - Has Dependents (radio: Yes/No)
  - Health Status (dropdown: Excellent, Good, Fair)
  - Coverage Needed (dropdown: $250k-$500k, $500k-$1M, $1M+)
  - State (dropdown: all US states)
  
  Credit Repair:
  - Current Credit Score (dropdown: Below 500, 500-580, 580-650, 650-700, 700+)
  - Credit Goals (dropdown: Buy a home, Get a loan, Better rates, Start a business)
  - Negative Items (text input)
  
  Become an Agent:
  - Has Experience (radio: Yes/No)
  - Is Licensed (radio: Yes/No)
  - Interests (checkboxes: Flexible schedule, Passive income, Helping others, Building team)
  - Start Time (dropdown: Immediately, 1-2 weeks, 1 month, Just exploring)

FORM SUBMISSION:
- On submit, POST form data as JSON to webhook URL: [YOUR_WEBHOOK_URL_HERE]
- JSON structure:
{
  "firstName": "string",
  "lastName": "string", 
  "email": "string",
  "phone": "string",
  "interest": "string",
  "additionalData": {
    // service-specific fields as object
  },
  "timestamp": "ISO date string",
  "source": "leadmagnet_page"
}

- Show success message after submission
- Reset form for next lead
- Add subtle animations and hover effects
- Mobile responsive design
- Include trust badges/testimonials section
- Add privacy policy notice

STYLING:
- Modern, professional design
- Gradient buttons with hover effects
- Card-based layout for services
- Smooth transitions between form states
- Loading state during submission

After Lovable generates it:

  1. Replace [YOUR_WEBHOOK_URL_HERE] with your actual n8n webhook URL
  2. Customize branding, copy, and testimonials
  3. Deploy to Netlify/Vercel (Lovable can do this automatically)

Option 2: Build with Base44 (v0.dev)

Base44/v0 Prompt:

Create a conversion-optimized lead capture landing page for financial services with:

STRUCTURE:
- Single-page application with smooth scrolling
- Hero section with value proposition
- 4 service option cards (Business Funding, Life Insurance, Credit Repair, Agent Recruitment)
- Dynamic form that shows service-specific fields based on card selection
- Social proof section with stats/testimonials
- Footer with company info

FORM BEHAVIOR:
When user clicks a service card:
1. Highlight selected card
2. Scroll smoothly to form section
3. Show universal fields (name, email, phone)
4. Show conditional fields based on service:

Business Funding → creditScore, monthlyRevenue, businessLength, fundingPurpose
Life Insurance → ageRange, hasDependents, healthStatus, coverageNeeded, state
Credit Repair → currentScore, creditGoals, negativeItems
Agent Recruitment → hasExperience, isLicensed, interests (multi-select), startTime

TECHNICAL REQUIREMENTS:
- React components with TypeScript
- Form validation with error messages
- Submit to webhook endpoint via fetch API with POST
- JSON payload structure:
  {
    firstName, lastName, email, phone, interest,
    additionalData: { ...service-specific fields },
    timestamp: new Date().toISOString(),
    source: "leadmagnet_page"
  }
- Loading spinner during submission
- Success confirmation modal
- Error handling with user-friendly messages

DESIGN:
- Color palette: Primary green #2EAE4E, Cream #F5F5DC, Gold accents #FFD700
- Tailwind CSS styling
- Responsive breakpoints for mobile/tablet/desktop
- Accessible form inputs with proper labels
- Smooth animations using Framer Motion
- Professional sans-serif font (Inter or similar)

COMPONENTS TO CREATE:
- ServiceCard: clickable cards with icon, title, description
- DynamicForm: form that renders fields based on selected service
- SuccessModal: confirmation after submission
- TestimonialsSection: social proof carousel
- HeroSection: headline, subheadline, CTA

Make it modern, trustworthy, and conversion-focused.

Option 3: Use Existing Form Builders

If you prefer no-code tools:

Typeform:

  • Create multi-step form with conditional logic
  • Use Typeform webhook to send data to n8n
  • Map Typeform fields to expected JSON structure

Webflow:

  • Build custom landing page
  • Use Webflow Forms with custom code to POST to webhook
  • Add JavaScript to format data correctly

Carrd:

  • Simple single-page landing
  • Use custom form with JavaScript submission
  • Lightweight and fast-loading

What You Get

✅ 4 Complete Service Paths:

  • Business Funding (dynamic loan amount calculations)
  • Life Insurance (age/health-based premium estimates)
  • Credit Repair (realistic timeline projections)
  • Agent Recruitment (experience-matched messaging)

✅ AI-Powered Personalization:

  • Uses prospect's specific data points
  • Calculates service-specific metrics
  • First-person conversational tone
  • Professional HTML email templates

✅ Complete Lead Management:

  • Automated email delivery
  • Google Sheets tracking
  • Service-specific data capture
  • Timestamp logging

✅ Production-Ready Prompts:

  • Detailed AI instructions for each service
  • Dynamic calculations built-in
  • Brand voice guidelines
  • HTML template structure

Perfect For

  • Financial advisors and planners
  • Insurance agents and brokers
  • Business funding consultants
  • Credit repair services
  • MLM/Network marketing in financial services
  • Lead generation agencies serving finance clients

Customization Ideas

🎨 Branding:

  • Update colors in HTML templates to match your brand
  • Add your logo to email headers
  • Customize email signatures

📊 Integrations:

  • Add SMS notifications (Twilio node)
  • Connect to your CRM (HubSpot, Salesforce)
  • Set up Slack notifications for high-value leads
  • Add calendar booking links

🔄 Follow-up Sequences:

  • Add delay nodes for drip campaigns
  • Create nurture paths for non-responders
  • Set up reminder emails

📈 Analytics:

  • Connect to Google Analytics
  • Track conversion rates per service
  • Monitor email open/click rates
  • Set up performance dashboards

Technical Requirements

  • n8n instance (cloud or self-hosted)
  • OpenAI API key (GPT-4o-mini recommended for cost efficiency)
  • Gmail account with OAuth2 enabled
  • Google Sheets access
  • Landing page with webhook integration

Cost Estimate

Per 100 leads:

  • OpenAI API: ~$0.50-$1.00 (GPT-4o-mini)
  • Gmail: Free (within limits)
  • Google Sheets: Free
  • n8n: Depends on hosting (cloud ~$20/mo, self-hosted variable)

Total: Roughly $1-2 per 100 leads for AI generation

Support & Documentation

📚 Included Documentation:

  • 10+ detailed sticky notes throughout workflow
  • Setup checklist
  • Data structure specifications
  • Troubleshooting guide
  • Customization tips

🎥 Recommended Resources:

  • n8n webhook documentation
  • OpenAI API best practices
  • Gmail API quotas and limits

Author

David Olusola

Version History

v1.0 - Initial release

  • 4 service paths with AI personalization
  • Complete email automation
  • Google Sheets integration
  • Production-ready prompts
  • Comprehensive documentation

License & Usage

Free to use and modify for your business.

⭐ If this template helps you, please:

  • Leave a review
  • Share with others in financial services
  • Tag me in your success stories

Questions? Find me on the n8n community forum or LinkedIn.