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Capture Website Leads with Slack Notifications, Gmail Responses & Sheets Archiving

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Created by: Marth || marth

Marth

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Last update 2 days ago

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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

  1. After configuring the nodes, click "Save" at the top of the canvas.
  2. Click the "Active" toggle in the top-right corner. The workflow is now live and will listen for new form submissions.
  3. Remember: You need to configure your website's form to send a POST request to the URL from your Webhook Trigger node.