Back to Templates

Automate Lead Management from Website Forms to Google Sheets and Slack

Created by

Created by: David Olusola || dae221

David Olusola

Last update

Last update 2 days ago

Categories

Share


🧠 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+ NewImport 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.