Website Lead Notification System
Let's build this simple and high-value workflow. Here is a detailed, node-by-node explanation of how it works and how to set it up in n8n.
How It Works
This workflow acts as a bridge between your website's contact form and your sales team. It waits for a submission from your website via a Webhook. As soon as a new lead fills out the form, the workflow instantly captures their data and sends a formatted notification to your team's Slack channel. This ensures your team can respond to new leads in real time, without any delays.
Setup Steps
1. Webhooks Trigger: Receive Website Form Submissions
- Node Type:
Webhook Trigger
- Parameters:
- HTTP Method:
POST
- Path:
new-lead
- Explanation: This node is the starting point. It creates a unique URL that you will use in your website's form submission settings. When a visitor submits your form, the data is sent to this URL as a
POST
request, triggering the workflow.
2. Slack: Notify Sales Team
- Node Type:
Slack
- Credentials:
YOUR_SLACK_CREDENTIAL
- Parameters:
- Operation:
Post Message
- Channel:
YOUR_SALES_CHANNEL_ID
(e.g., #sales-leads
)
- Text: `New Website Lead! - Name: {{ $json.name }}
- Company: {{ $json.company }}
- Email: {{ $json.email }}
- Message: {{ $json.message }}`
- Explanation: This node sends a formatted message to your designated Slack channel. The curly braces
{{ }}
contain n8n expressions that dynamically pull the data (name, company, email, etc.) from the website form submission.
3. Google Sheets: Archive Lead Data (Optional)
- Node Type:
Google Sheets
- Credentials:
YOUR_GOOGLE_SHEETS_CREDENTIAL
- Parameters:
- Operation:
Add Row
- Spreadsheet ID:
YOUR_SPREADSHEET_ID
- Sheet Name:
Leads
- Data:
Name
: ={{ $json.name }}
Email
: ={{ $json.email }}
Date
: ={{ $now }}
- Explanation: This is an optional but recommended step. This node automatically adds a new row to a Google Sheet, creating a clean, organized archive of all your website leads.
4. Gmail: Send Automatic Confirmation Email (Optional)
- Node Type:
Gmail
- Credentials:
YOUR_GMAIL_CREDENTIAL
- Parameters:
- Operation:
Send
- To:
={{ $json.email }}
- Subject:
Thanks for contacting us!
- Body:
Hi {{ $json.name }}, thanks for reaching out. We've received your message and will get back to you shortly.
- Explanation: This node provides a quick and professional automated response to the new lead, confirming that their message has been received.
Final Step: Activation
- After configuring the nodes, click "Save" at the top of the canvas.
- Click the "Active" toggle in the top-right corner. The workflow is now live and will listen for new form submissions.
- Remember: You need to configure your website's form to send a
POST
request to the URL from your Webhook Trigger
node.